Custom action to create action item
My organization is currently using the out of the box action items, but this does not solve our needs because there isn't a link between the project and the action item.
I would like to create a custom action that creates an action item for a specific project. The reason for this is so I can create a workflow rule to automatically assign all managers on the project to have editor permissions on the action item. Under our current out of the box action item configuration, if a project has multiple managers, only the main project manager can view and edit the action items which prevents collaboration for the action items.
Does anyone know of the best way to go about this? Does this require creating a new custom object?
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