I’ve created a task page that I’d like to relate to either a contact or lead or an opportunity record when saved. When it comes to save, i receive the error: Please relate this touchpoint to either a lead or contact.
Any idea where I can get more information on the correct parameters I need to make this work?
Thanks!
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Hi Roger,
Are you still experiencing this problem? If so:
- What version of Skuid are you running?
- Has this functionality ever worked before? If so, when did it stop working?
- Do you have any custom code (CSS, JS, or other static resources) on the page?
Thanks
Roger,
I think what you what is to set the WhatId to the Opportunity Id and the WhoId to the Lead or Contact.
Thanks,
Bill
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