Hi Manpreet,
Create a new Custom Picklist Field for Events and/or Tasks
- From Setup, go to Customize > Activities > Activity Custom Fields.
- Create a Custom Picklist called “Event Subject”.
- Populate the picklist with the preset phrases you want to use for the “Subject” field.
Note: No need to add this new field to existing Page Layouts.
Add the new Custom Picklist to the Publisher Action Layout
- From Setup, go to Create > Global Actions > Global Actions.
- Next to the “New Event” action, click Layout.
- Remove the existing “Subject” field from the layout and replace it with your new “Event Subject” field.
- Once this is saved you can check the “Publisher Action” button on your device and see your new picklist.
Build a Workflow Rule
To copy the value from our Custom Picklist to the built-in Subject field:
- From Setup, go to Create > Workflow & Approvals > Workflow Rules.
- Create a new Rule:
Step 1: Object = Event
Step 2: Rule Name = Copy Event Subject
Evaluate the rule when a record is = Created
Run this rule if the following = criteria are met
Field = Event: Subject
Operator = equals
Value = (leave this area blank)
Step 3: Add Workflow Action “New Field Update”
Name = CopyEventSubject
Field to Update = Standard field: Subject
Use a formula to set the new value
Formula Value (Text) = TEXT ( Event_Subject__c )
Note: the value inside the parentheses is the API name of your custom picklist
Save
- Click Activate at the top of the Workflow Rule detail page.