I created a quick action for Account (lightning experience). Its target object is task, and it's showing up under activity. There are some fields which I would like to hide, like status, priority and assigned to. When I drag them up to remove from the layout I get this error:
These fields aren't on this layout, but must have a value to save
successfully. Either add them to the layout, or provide a default
value.
How can I hide these fields without getting an error. If I need to provide them default values how can I do it?
Best Answer
You are getting the message because those fields are mandatory. If you want to hide, set the pre-defined value for them.
Set Predefined Field Values for Quick Action Fields
When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records.
For example, when you configure an action that lets users create opportunities, set Prospecting as the predefined value for the Stage field. All new opportunities users create through that action are automatically assigned to the prospecting stage. You can remove the Stage field from the action’s layout, because the field is going to be assigned a value automatically.
Steps to follow:-
and a formula value. If you set both, the formula value takes
precedence over the specific value.
You would like to see:- Notes on Predefined Field Values for Quick Actions
Reference:- Set Predefined Field Values for Quick Action Fields