Hi everyone,


is there any possibility to prefill some of the data when I would like to add a new "next step task" for the account or for the opportunity? I mean, I would like to add a new task, and I don't want to search for the exact opportunity name, if I do it from the opportunity page. 


Thanks, Timi

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Hello Timea,


You have to set the correct data source. For example, if I will create a new task from the case page and I want to fill in the case automatically:


I should set the data source "Activity.Case" for this field: 

Thank you so much for your answer :) 

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