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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?

edited Sep 25, 2024 10:06PM in Sales 5 comments

Summary:

Hi,

I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications.

I am able to access the smart action in Redwood Sales layouts :

In Activities list screen actions.

Task/Appointment actions on activities panel view of an object,

In Task/Appointment sub view tables actions (Under an Object) and from Activities list screen actions.

But for Service center UI, action is not available under actions in 'Activities' Panel Sub view or in 'Show Tasks'/ 'Show Appointments' table sub view actions.

Smart Action Setup:

Sales UI:

Account Activities Panel:

Service UI:

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