Follow the steps below to set up the New Task action on the Business Process object.

To set up a New Task action on the Business Process object

  1. Go to Salesforce Setup in Lightning and select Object Manager under the Objects and Fields section.
  2. Click Business Process.
  3. Click Buttons, Links, and Actions.
  4. Click New Action.
  5. Select Create a Record in the Action Type field.
  6. Select Task in the Target Object field.
  7. Select Advisor Task in the Record Type field.
  8. Enter New Task (FSC) in the Label field
  9. Enter New_Task_FSC in the Name field.
  10. Click Save.
  11. Put any fields you want on the page layout.
  12. Click Save.
  13. Go back to Button, Links, and Actions and click New Task (FSC).
  14. Click New in Predefined Field Values.
  15. Select Name (under Standard Fields) for the Field Name field.
  16. Insert FSTR__Business_Process__c.FSTR__Client__c into the Formula Value field.
  17. Click Save.
  18. Put the new custom action on the business process page layouts where you want the action to appear.