Our org has a series of Quick Actions based off of custom objects, one of which is called "Log a Note." This creates a new Note record, with Note being a custom object.
I am attempting to add a custom picklist field to this Quick Action. I have already created this picklist in the Fields and Relationships section of the Notes object. This field is called Call Type and should only be visible when a specific selection is made on another existing custom field called Type of Interaction.
So this is really a two-part question:
Where do I edit the layout for Quick Actions? All of the documentation I've found tells me to go to Global Actions, but I'm not seeing anything there to edit this specific custom Quick Action.
What is the most effective way to only show this field when a user selects the correct Type of Interaction option? I have already created a dependency between Type of Interaction and Call Type. Is that all I need to do to hide the Call Type field when the other irrelevant Type of Interactions options are selected?
Thank you for any assistance!