Opportunity-Linked Company Not Auto-Reflected in Tasks
When creating an Opportunity, we already link a Company. However, while creating a Task, we still need to manually link the same Company again under the Relation tab. Only after doing this does the Task reflect for the assigned individual.
Can you confirm if this is the intended workflow? If not, and it’s a bug, could you share the timeline for a possible fix?
6 Replies
Hey @Jay Patel I assume you're directly hitting the api ?
We’re creating the Task from a nested view — starting from the company side panel, then creating an Opportunity, and within that Opportunity, creating a Task.
Hi @prastoin , could you please confirm this behavior?
I'm sorry I'm not sure to understand what you mean by a nested view
If you think a relation is displayed correctly please feel free to open a github issue with a repro video
I’m trying to add a task from an Opportunity, which itself is linked to a Company. However, in the task I only see the Opportunity relation, not the Company. Is this the expected behavior?
@prastoin Could you please confirm this once?
Hey there, sorry for the long deilay.
That might be a bug ! please open a github issue