Flow Use Case – New Task Button with picklist for selecting the record type
When our org migrated to Lightning, we were faced with an interesting issue: we had many task record types and in order to enable our end users to create tasks from the activity composer, we had to create a different quick action for each task record type. The result wasn’t pretty
Our users wanted a simple button where they could create a task with one click and be able to select the task record type.
When I set out to build the solution, I started by using a Get Records element to query the record type object but soon realized that I can’t filter this list based on the record types available to the current user.
I was able to provide a nice solution using the new invocable action and quickChoice component found here on this site. I used the Get Record Type Info by Object action to generate a list of record types available to the current user. Then I fed the record type labels and Ids into the Quick Choice component. Finally I created the task and used the Navigate to Record action to open the new task in edit mode.