Please relate this touchpoint to either a lead or contact

Questions
,
1

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

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

3

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