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Topics#CollaborationMichael Dely's Question
Michael Dely asked in #Collaboration
Feb 4, 2019, 7:24 AM

Make "Related To" Default Within Task

I want to make a particular "Related To" dropdown option be the default within a task.  We have another custom object (in this case it is Meetings) that I would like to be the default when a particular task record type is chosen.  What is the best way to do that?  Also can I make the available meetings only ones that are associated with that contact?  This would be a huge help!

 

Thanks, 

 

Mike 
2 answers
  1. Prashant Pandey (TSPi)
    Feb 4, 2019, 7:30 AM
    Hi,

     

    How are you going to create the task ?

     

    Are you in lightning or classic?

     

    If you are using task new button, You need to override the button with a custom button.
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