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Choose record type when creating new record

Open nadiamounissamy opened this issue 3 years ago • 0 comments

We would like to be able to create new record by choosing/defaulting the record type from the Kanban view. For example, I have a custom object Task which I am using for Opportunity and Events. I would like to create Opportunity Tasks and Deal Event Tasks from their respective related records. Thanks

nadiamounissamy avatar Feb 15 '21 11:02 nadiamounissamy