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Is the intention to update associated Task status to completed?
If so.. you can use process builder automation..
It can be a process builder on action plan Object with a Field Update action.. on associated task record for status updates.
OR have a process builder/workflow rule on Task object itself to update status hen due date is past
I want to only show specific task fields when the type of task = a value.
I have created a Record Type and a new Page Layout for that record type. I have assigned the record type to the new page layout assignment also. However, I cannot see how to set criteria based on task fields.
Example: IF Task field
#Task ObjectType = "Expiring Subscriptions", THEN update page layout to Exp. Subs page layout.
If you are using a trigger, you can get the record types Id using:
ID taskRecordTypeId = Schema.SObjectType.Task.getRecordTypeInfosByDeveloperName().get('Record Type Name').getRecordTypeId();And now you can use it to assign a recordtype.
for(Task t: Trigger.new){
if(t.type = a){
t.RecordTypeId = TaskRecordTypeId;
}
}
Task object has subject picklist. I want subject picklist field to have different values:
For instance, If I am creating task for accounts, subject picklist should have: - Call
- Send Email
- Send Quote
- Other
If I am creating task for leads, subject picklist should have:
- Sales Call
- Vendor Sales Call
- FABTECH Sales Call
- Follow-up
- Other Call
- Send Email
- Send Literature
- Other
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Hello,
If you create Task Record Types and create Quick Actions for those record types you can restrict the Picklist values per record type.
Thanks Tom
Hello. As you may already know, you can create a task on an opportunity and assign it to a public group. When you do that, the sames task is created for every user on that group. Is there a way to make it that when an user solves one of those tasks the rest of them close automatically? Thanks a lot. #Salesforce Admin #Task Object #New Task #Task Management #Open Tasks
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Hi Jair,
Does setting up salesforce task list views help your request to have a way to close multiple tasks?
Below link has some details..
we need to find a way to build a listview that can cover these tasks for mass closure
I cannot figure out how to get "new task" to show on everyone's profile for the lead object. Everyone has the activity area, and within that area, everyone has "email" but not everyone has "new task". They can add a new tasks to a lead from the task object so I know they have permission for it. Does anyone know where I would go to add it to their layout? I don't even see that we have multiple layouts options for the lead so I'm really confused. Thanks.
Hi Jennifer,
Go to object manager-> Lead -> Page Layouts. Edit the page layout : Make sure there is 'New Task' button added on 'Salesforce Mobile and Lightning Experience Actions' section. Save the layout and check if users can now able to see 'New Task' option on Activity tab in lightning page.
We recently enabled the salesforce add in for outlook for all our salesforce users.
This enables end users to add contacts, log emails and create tasks via outlook in salesforce.
I noticed when I go to create a task that the task record type is pre selected and I cannot seem to be able to choose a different one, can I change this so that the end user can choose what type of task that they want to create?
Thanks
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Hello,
I believe this uses the default record type of the logged in user.
By default there is no way to target a task created this way as it doesn't have any indentifers based on the Task source.
Out of the box these tasks will have a blank sub type but if you set a default for this you could then target that field to trigger a record type change too
https://help.salesforce.com/articleView?id=000328717&language=en_US&type=1&mode=1
Thanks Tom
We recently enabled outlook with salesforce which allows end users to create tasks and many other things via outlook in salesforce.
Is it possible to add an attachment to a task when creating a task in outlook?
Hey Mark,
I'm not entirely sure if it resolves your query, but worth giving a try,
Hope this helps!
Regards,
Amey
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HI Keith,
You can create a list view when on the Task tab. Just click on the Cog, and select "New".
You can then add a name. As the owner filter, change it to All Tasks
Add another filter so you enter:
Due date equals TODAY
Save
How do I turn off the tracking occurring in the Comments field on a task? Every time a user makes a change to a task it is tracked in the comments section of the task. At some point this field becomes "full" and an error which says the following pops up:
"Review the following errors
I thought this was related to Feed Tracking and turned it off for the Task object but every time a change is made to a Task it is still being tracked in the comments section.
Thank you for any assistance!
We want to utilize the charts on the Sprint tab, but we don't use the Hours Remaining field on the Task object. Is it possible to have these charts point at a different field? Ideally the Story Points on the Work Record.