Hello, I am hoping there is an easy fix on this that I am not finding. I have been trying to update our Lightning page for tasks. In the Highlights Panel, there are Action buttons. We have actions for Log a Call and Follow Up. However, these actions are not showing up on the page when selected. Is there a reason why these action buttons can't be used on a task page? Are the action buttons object specific? Thank you.
#Financial Services Cloud #Lightning App Builder #Global Actions #Tasks
Yes, I would create a screen flow that can be launched through an action button directly from the task record. Within the screen flow you have the choice to present the fields you need the advisor to fill out and can automate anything behind the scenes.
If the logged call is all that is needed from the advisor, the screen flow could also mark complete the initial task to save manual effort.