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Matt Urbanowski

Make TaskSubType editable

Development (Apex, LWC & VF)

There is a new field on Task called TaskSubType. It would be very useful if this field was editable.
There is an important reason for this:
In LEX, tasks are filterable dependent on their TaskSubType value (Filter timeline) and the task also displays a different icon accordingly.
We have emails imported into Salesforce as tasks from a 3rd party product and they appear as ordinary tasks as opposed to Emails.
Please allow us to edit this field!

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Comments ( 62 )

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Jack Michel - 19 days ago

I'm back here as we recently moved to Pardot and we've found Pardot Emails and Engage emails are logged as "Tasks" rather than "List Emails" on the activity timeline.

If able to edit the |TaskSubType| via declarative automation methods, then we could resolve this for our org.

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Betsy Chiesa - 20 days ago

Our users have requested multiple times to be able to add additonal subtypes to the picklist for this field on the Task object. This feature would be a big help!
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Paul Fahey - 1 month ago

Editable would be great, but the ability to add custom subtypes and then selected a specific icon to represent that activity.

Not all significant events occur in SFDC, so the ability to create a task in the activity timeline with a unique name and a specific icon would be great.

By the way, does anyone know why a Chat is not recorded in the timeline and recorded as significant interaction with a customer?

This would be a grea example of a custom task type poplulated form a flow, if SFDC continues to ignore

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Laszlo Kerekes - 2 months ago

yes, it would be a great improvement to separate automated task created by CTI Calls.
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Graham Redway - 2 months ago

Agree this is needed. For anyone struggling, the URL hacking in Spring '20 does seem to allow you to edit the TaskSubType. e.g.
https://mydomain.salesforce.com/lightning/o/Task/new?defaultFieldValues=TaskSubtype=Call,Status=Completed,RecordTypeId=0123H0000008jQDQAY

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Jane Leigh - 3 months ago

This is critical. Please add.
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Abbey Scowden - 3 months ago

Please please allow us to edit the standard task subtype. Custom fields and other work arounds are wasting a lot of our time. Thank you!
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Brandon Unruh - 4 months ago

Agreed! We are trying to Log a Call with multiple "Assigned To" users and have to use the standard "New Task" button on the Open Activities Related List. I can't update the Task SubType through any workflow or process builder because it's a "Before Update".
Please make this editable... at minimum through a process builder or workflow if for some reason it can't be editable on the Page Layout.

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Eleni Barakos - 4 months ago

This is needed Please allow it to be Editable to add Picklist items
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Crissy Koger - 5 months ago

The fact that this is a standard field that is not editable except upon creation is extremely limiting for orgs. Most third party CTIs or systems that create tasks in SF are not setting the SubType value and defaults to Task. This is extremely confusing to end users when viewing the activity list as well as reporting discrepencies. A must need!

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Crissy Koger - 5 months ago

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Eric Fortenberry - 6 months ago

This should be editable considering the subtype is what sets the Task icon in the activity feed
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Tom Connolly - 8 months ago

Maybe this helps someone out.

The main concern of this idea is a limitation about a 3rd party integration that can probably be easily configured to trigger either a process builder or an autolaunched flow to update the TaskSubType. Or you could create a flow button on the Task layout to launch the TaskSubType change. just a thought.

I am able to select the TaskSubType in Flow when creating task records in lightning. Today I added a Utility Item on our support teams primary app that includes a Log a Call flow and it is working as expected.

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Debra Anderson - 10 months ago

Really need this for reporting and correcly identifying the task properties.
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Jack Michel - 10 months ago

We need this customization ability.
- Flag