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Cannot select 'record type' when you create Activities from the Activity list view in Classic

Publiceringsdatum: Oct 13, 2022
Beskrivning

When you create a new Task or Event from the Activity list view in Salesforce Classic, you will notice that you are not prompted to to select a record type. The field may be visible on the page layout, but your Default record type will be selected and you will not be able to change the value.

This is expected behavior. Record type selection is only available when you create a Task or Event from the Home page or the 'Activity' related list of a record.
Lösning

As a workaround, replace 'New Event' or 'New Task' with a custom Event or Task with the syntax below, and place it on the Activities list view.
 

Create Custom Button

 

1. Go to:

Classic: Setup | Customize | Activities
Lightning: Setup | Object Manager | Select Task or Event | Buttons, Links and Actions
 
  • For Task: Select Task Buttons, Links, and Actions.
  • For Event: Select Event Buttons and Links.
2. Click New Button or Link.
3. Add Label and Name. On 'Display Type' select List Button. Choose Behavior and on Content Source select URL.
4. Add the following syntax:
  • For New Event: '/setup/ui/recordtypeselect.jsp?ent=Event&retURL=%2Fhome%2Fhome.jsp&save_new_url=%2F00T%2Fe%3FretURL%3D%252Fhome%252Fhome.jsp' 
  • For New Task: '/setup/ui/recordtypeselect.jsp?ent=Task&retURL=%2Fhome%2Fhome.jsp&save_new_url=%2F00T%2Fe%3FretURL%3D%252Fhome%252Fhome.jsp' 
5. Click Save.
 

Add the Button on the List view

 
1. Go to:

Classic: Setup | Customize | Activities
Lightning: Setup | Object Manager | Select Task or Event

2. Select Activity Search Layouts.
3. Click Edit on the Activity list view.
4. Remove the Standard Buttons then add the Custom Button you created.
5. Click Save.
 
Knowledge-artikelnummer

000381916

 
Laddar
Salesforce Help | Article