I have a requirement to create a follow-up task for an existing task and auto-populate field data from its parent task.

I have created another object which looks precisely like a task and created a trigger to create a task when this new object is created.

Now I to auto-populate the data from the parent task. I was wondering if it's possible.

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1 Answer 1

  • If you are looking to have new follow up task button on task object record page using a out of box quick action of type create record with prepopulated field values, that is not possible on Task object.
  • If you are looking to have it on any other record page, you can create a simple object specific quick action of type create a record where you can prepopulate the field values.

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In Case this does not fulfill your requirement, then you can go for custom lightning component with such functionality.

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