0

Someone recently brought a request to my attention, to help with transitioning from classic to lightning. They're wondering if we're able to mirror the formatting/layout/fields available when using the "Log a Call" button, that currently resides on the activities tab of an opportunity record page. In classic UI, when using the log a call button, the page layout seems to be broken into three big sections, one of which allows you to add a follow up task right from the same screen. In lightning, at least from my experience, you're having to click the "create follow up task" button once you've marked a task as complete, to make another one.

I believe I understand said buttons, the "Log a Call" one, is a global action, however I can't seem to find where I can edit that specific global action. In setup I can of course find ~30 other global action buttons and see their layouts, but I'm not seeing this one. Do I just need to make a new global action, call it log a call, and add the fields they're requesting? I have a feeling there isn't anyway to get the logging of a call and creating of a subsequent task all on the same single screen.

Thank you in advance!

0

The layout for Log a Call is located, in Lightning Setup, under User Interface->Global Actions->Global Actions, named "Log a Call".

You can edit the layout for the action to add new fields you've added to the Task object, like Custom_Follow_Up_Due_Date__c, and similar, and then use a Process to create and insert a new follow-up task based on the user's population of those fields.

However, if you want a more developed experience liked the original Classic Log a Call screen, you'd need to build a completely new action, probably using a Lightning component or Visualforce. For example, you cannot create page sections in the layout of the standard Global Action.

  • (not sure if that tagging worked...) thank you for the insight! I was able to go in and make a new log a call global action and add some fields, however I don't think I'll get it exactly the way this one person wants it, at least not without using process builder as you mentioned. I can certainly do that, its just way down on my list. I honestly don't really understand why they can't use the built in way of doing it, its just fine for everyone else! Thanks again. – Devin Pearman Aug 2 '18 at 15:27
  • @DevinPearman User expectation management is harder than programming :) – David Reed Aug 2 '18 at 15:51

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.