function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Jeffrey Rheel 1Jeffrey Rheel 1 

Edit "Related To" on new Task Action (Person Accounts)

I'm creating a new Person Account Action to create a new Task.  I have the Related To field on the page but it is uneditable. 

When using the Global Action for New Task, the Related To is editable. 

Is there any way to replicate the behavior of the Global Action, to edit Related To when creating? 

User-added image
NagendraNagendra (Salesforce Developers) 
Hi Jeffrey,

Please find the suggested solution from the success community posted with a similar issue.

Create a new Global Action for Task, and assigned it to the desired Record Type.  The Label can be duplicated with a different API Name.  This actually is better for me so I'm not creating the same Action for each object.  

Please mark this as solved so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.

Thanks,
Nagendra