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My Tasks

Personalize tasks visibility for a user on the parent record

Overview

  • MY TASKS SECTION ON THE RECORD PAGE Ever wish you wanted to filter out tasks owned by you separately, when Parent Object's OWD is Public on the parent record page itself? This list will filter the tasks owned by you related to the Parent Object record

  • HIDE OTHER USERS TASKS Ever wish you could still hide visibility into each other user's tasks when Parent Object's OWD is already set to Public?

My Tasks displays the list of tasks(both open and closed) related to the master record and owned by the current running user on the master record layout. Post Installation Steps * Find the 'My Tasks' managed package in the Installed packages section. * Please make sure, 'MyopenandClosedTasks' Visualforce page is added to the user's profile. * Create a Section on the page layout of the parent object you want this section to be displayed and Add the 'MyOpenandClosedTasks' Visualforce page on the section. * For the section to fit the complete page size on the layout, Edit section properties(not the visualforce page) properties and select '1-column' in layout section. * Optionally, You can remove the 'Open Activities' and 'Activity History' related lists from the Publicly set parent record layout, if you do not want to display other user's tasks Note: Currently, this only works on Opportunities. It will be made available to other objects in future releases.Make sure User's profile is assigned to the appropriate Task record type. Else, new task button will throw an 'Insufficient Privileges' error, as new task button takes the user to Select Task Record Type page .

Categories

Business Needs
Admin & Developer Tools
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package