1 Reply Latest reply on Jul 9, 2018 8:48 AM by BKallweit

    How to avoid a 'new record menu' from displaying 'Template' quick action by default

    jerinn Rookie

      I want to setup  a template which should only be displayed through the 'Button Invokes Action' option under layout however I am seeing all templates that I create being displayed in the drop down for 'New Change' by default. Is there a way to avoid it.

       

      Example: I create a new Template quick action in change and the template is displayed under the drop down for New Change. Instead I want to call the template via button invokes action in layout.