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Erik PetersonErik Peterson 

new log a call button with "subject" picklist doesn't save chosen subject

Hello all,

I saw a similar question, but it didn't seem to apply directly...I have created a custom activity field for "subject", and made it a picklist.  because we have two lines of business, I created a new action for log a call to pertain only to the users selecting this "subject" picklist.  I then placed this "log a call" action in the correct page layout in "quick actions", and "lightning actions".
I logged in as an appropriate user in lightning, chose log a call, selected from the subject picklist I created and saved.  the subject only ever appears as "call" in the history?  Also noticed the new picklist didn't show at all in classic.  Any help in determining what I am doing wrong would be helpful...this is driving me crazy! :-)
Best Answer chosen by Erik Peterson
Tom HoffmanTom Hoffman
HI Erik, 

So I think this might be a simple page layout issue.  I'm guessing the 'subject' field you are seeing is the standard subject field and you just need to add your custom subject picklist to the page layout.  

What I would do though, rather than editing the page layouts, is to set a workflow rule like below:

Object: Task
Evaluate when created
Criteria:
Text(Subject__c)<>nullj

Field Update:
Task.Subject (standard field) = Text(Subject__c) (your custom picklist field). 

This way for reporting and other purposes, there is a common subject line being used.  Users get the benefit of selecting from a picklist, the standard subject field will be updated with the value they selected, and you dont have to worry about changing any existing reports, dashboards, related list views, page layouts, etc. 

All Answers

Tom HoffmanTom Hoffman
HI Erik, 

So I think this might be a simple page layout issue.  I'm guessing the 'subject' field you are seeing is the standard subject field and you just need to add your custom subject picklist to the page layout.  

What I would do though, rather than editing the page layouts, is to set a workflow rule like below:

Object: Task
Evaluate when created
Criteria:
Text(Subject__c)<>nullj

Field Update:
Task.Subject (standard field) = Text(Subject__c) (your custom picklist field). 

This way for reporting and other purposes, there is a common subject line being used.  Users get the benefit of selecting from a picklist, the standard subject field will be updated with the value they selected, and you dont have to worry about changing any existing reports, dashboards, related list views, page layouts, etc. 
This was selected as the best answer
Erik PetersonErik Peterson
hmm, that's interesting.  I will try that out.  in regards to the one I created, I did add the new custom "subject" picklist" to the new log a call action page layout.   it actually shows up in lightning, but it doesn't save with the correct value.  just defaults to "call" everytime?  perhaps that deserves opening a case...
at any rate, I would like to know why it's not saving correctly, but I like your workflow idea.  thank you
Tom HoffmanTom Hoffman
You added the field to the Action Page layout, but once you save it, you are looking at task layouts, so if you did not add the custom value on those, you are looking at the standard.  The standard subject for the standard log a call action is 'call', so I'm thinking your action is working correctly, it just looks like its not.