Action Button Behavior Setup in Specific Objects
Click New in the following objects to launch the standard SFM record to create a new record:
• Time-based PM Plan Template
• Available Service
• Task Template
• Service Plan
If standard SFMs are not present in your org, or if you do not want to use standard SFMs to create a record from the above-mentioned objects, then perform the following steps to override this behavior
1. Go to Salesforce Setup > Create > Objects > Custom Object list.
2. Search for the following objects:
◦ Time-based PM Plan Template
◦ Available Service
◦ Task Template
◦ Service Plan
3. Go to their related list of Buttons, Links, and Actions and click the Edit link of New label.
4. In the Override Properties page, select the Standard page or User created custom VisualForce page option for Salesforce Classic Override and click Save.
5. Refresh the record list views to confirm that the action override has been applied.
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