I am unable to get to show New Tasks and New Events in Activity component in lightning. I am able to show them on the Account Layout but when it comes to Cases it doesnt .

An thoughts on what could be the reason.

Activity on Cases Record Page enter image description here

Activity on Account Layout Activity on Account Layout

  • Do you have record types for cases? If so have you assigned actions independently on each recordtype you need the action? – codeyinthecloud Jan 17 '19 at 16:44
  • recordtypes for Tasks or cases? Do have recordtypes on Cases – Prady Jan 17 '19 at 16:45
  • If you have default global actions in your organization and you’re using record types, your users might not be able to see all the default actions that are assigned to a page layout.Default global actions are assigned to the Master record type, which isn’t accessible to most profiles. Read Quick Actions and Record Types – codeyinthecloud Jan 17 '19 at 16:50

When it comes creating Task and Event in Lightning, You have a magical thing called Related List-Single which will allow you to add Open activities and Activity History related list on Lightning Page layout using Lightning App Builder.

The steps to do that are:-

  • Go to setup and select edit page
  • select the related list single from standard component list and drag it to layout where ever you want
  • select the related list name- open Activities
  • save it and activate

Refer the below image:-

enter image description here

The Open Activities related list have the action to create the task and event. The main advantage is it will allow you to select the record type before proceeding further as it is in Classic.

Note:- You have to Consider a few things about Task and Event in Lightning:-

  • The first thing you need to make sure is whether action exists on Object to create Task or event. If it is not, make sure at least you have a global action to do the same.
  • If you have record types for task or event, Your action needs to be associated with any of that.
  • Using action, You will lose the record type selection functionality.
  • If you have the action available, You will need to add those action in mobile and Lightning experience section in page layout.
| improve this answer | |

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.