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Re: Create a task from Opportunity via a custom button by workflow
Hi Jack,
Your answer is absolutely right. I use Go To Record action, it also works.
Netsuite native New Task button opens a new task in a new tab. users can still stay in the original Opportunity tab after create and save a new task. Users can see the task right below Activities subtab. Please see below.
After click the custom task button, it will close the original Opportunity window and open a new task.
Is it possible to open a new task in a new tab and keep Opportunity tab open?
Thank you,
Lily
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