Please relate this touchpoint to either a lead or contact

nsns
edited March 2017 in Questions
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!

Comments

  • Khamla PhimmachackKhamla Phimmachack 🛠️ 
    edited March 2017
    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
  • edited March 2017
    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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