Hello, I create a new Activity Type and Activity Category called a "QA Activity". I designed a page specifically for the new QA Activity. However, I would like to be able to create a new Activity record of this type directly from a case.
For example, I want to be able to click this task icon in a case and have a QA Activity to open up. Is this possible using standard functionality? What extra configuration is needed?
The issue right now is when I open a task in a case, it will only open a to-do type activity.
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Mitch,
The root issue is that the flag button you highlighted creates an activity of type 'Task'. The 'To do' is the Activity's category and has no bearing on your issue.
What you want is the activity to be created with your new type, 'QA Activity', rather than type 'Task'.
The 'Activity' entity schema automatically assigns the type of all Activities to be 'Task'. You can try editing the mini-page schema of the activity to have it set to your new type 'QA Activity'.