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.
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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