Problem in creating tasks for different stages RRS feed

  • Question




    Iam trying to create a task through the workflow when a lead is generated. I designed the task form and made it to work through workflow. But the problem now is, if i want to create another one task say for Opportunity, the same task form which i designed for lead is opening. But i need entirely different task form with different attributes. How can i achieve this? Kindly help is much appreciated. Thanks

    Tuesday, December 9, 2008 4:35 AM



    There is only one form per entity in CRM; however, one thing that you should consider is that you can  hide/reveal attributes with javascript.




    So based on the type of the task, you could have the lead or opportunity specific fields come up, in effect having a different form for each.




    Tuesday, December 9, 2008 7:59 AM