Automation Champion

Problem Statement: – Sometimes we have the requirement to auto populate account field while creating “New Task” from Contact.

Task without Account

Solution: – Simple solution is URL Hack.

Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links | Click on button ” New Button & Link”

Step 2: snap shot-  Label this e.g. – “New Task” or as per your requirement,  Display type:- List button, Behavior as per your choice, Content Source :URL

“New Task” Custom Button Design

/003/e :-“003” prefix signifying that we are looking at the Contact Object.“/e” means we are going to the edit page for a new instance of the object.

retURL:- This is the URL to return to if the “Cancel” or “Save” button is clicked on the new Task page.

Who_id for “Contact” & what_id for account

Step 3:- Create URL as mentioned snapshot.

Step 4:- Save it.

Step 5:- Edit “Contact Page Page layout and click on open activities related list, as shown in below screen shot.

Way to add custom button in related list

Select Custom button “New Task ” to display on related list & Click on Ok button, Like below screen shot

Custom Button on Related list

Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic

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