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Action Plan List (Component) don't support Task Record Types

Publiceringsdatum: Jun 19, 2026
Beskrivning
Users see Task Status values in the Action Plans Edit Tasks screen that are not assigned to the task's Record Type. The same task shows the correct filtered Status values on the standard Salesforce Task record page, and the issue is isolated to the Action Plans Edit Tasks interface.
Lösning

1. Task displays correct Status values on the standard Salesforce Task record page and recognize that the inconsistent filtering is limited to the Action Plans Edit Tasks modal.
2. Set the intended Task Record Type as the default Task Record Type at the profile level if tasks are being created without an explicitly assigned record type, because the system otherwise defaults to the Master record type.
3. This behavior in Action Plans is a known product limitation and currently working as designed.

Knowledge-artikelnummer

005387420

 
Laddar
Salesforce Help | Article