Aaron McCausland
12/17/2024, 4:52 PMCeligo AI
12/17/2024, 4:52 PMAI generated answer (using internal Slack threads):To change the Tasks sublist on an Opportunity form so that it's the EDITOR type of sublist, you would need to customize the form. Here are the steps: 1. Navigate to the form customization page. You can do this by going to
Customization > Forms > Transaction Forms
.
2. Find the Opportunity form you want to customize and click Edit
.
3. In the Sublists
tab, find the Tasks
sublist.
4. Change the Type
field to Editor
.
Please note that this change will affect all users who use this form. If you want to limit the impact, you can create a new form by copying the existing one and make the changes on the new form.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
12/17/2024, 4:53 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824103773
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818762243
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818556607
Celigo AI
12/17/2024, 4:53 PMCeligo AI
12/17/2024, 4:57 PM