Financial Services - Ad Hoc tasks are not populating "Related to" field
Last updated 2021-02-16 ·Reference W-8525192 ·Reported By 2 users
"RelatedTo" Field should be auto-populated with the appropriate "Related To" value when creating an Ad Hoc Action Plan task.
1. Open an Action Plan.
2. On the "Items" tab there's a "Task" list. Click the "New" button.
3. Add all the necessary values and Save.
The resulting Task will not have a value on the "Related To" field.
Populate it after the creation of the record.
Is it Fixed?
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