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Question

Please relate this touchpoint to either a lead or contact

  • July 10, 2024
  • 2 replies
  • 9 views
N
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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!

2 replies

K
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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

B
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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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