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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Create a task from Opportunity via a custom button by workflow
In Opportunity, we can go to communication > Activities subtab and click New Task button to create a new task.
The task and opportunity will be related record. In Task Related Record tab, we can see Transaction field is popup with opportunity link.
But we would like to use a special custom task form in this new task. New Task standard button action can't be modified.
Now I created a workflow in Opportunity to display a custom button. By click the button, it will go to a new task record and set up custom form as the one we want.
The problem is the new task Transaction field is blank.
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