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I tried creating a calendar of Deliverables and while the object is available to Calendar and I selected Due Date as the "field for start", no records are showing up in the calendar, even though we have deliverables due this month.

 

Does it have to do with the fact that the Deliverables object isn't viewable as its own tab? I can create a report of Donations with Deliverables, but there doesn't seem to be a way to look at a list view of just deliverables.

 

#Grant Deliverables

7 Antworten
  1. 11. Jan. 2024, 22:42

    Hey @Rachel Fain,

     

    I figured it out; we need to make a custom tab to make the Deliverables visible to the lightning environment.

     

    The other thing we need to do (which is counterintuitive) is select a Filter; the filter is List views.

    You would think that none means - no filter (Show all records), but none means select no list views (No records).

     

    It tends to be an issue with older Salesforce org, so they must've fixed this in a later version of NPSP.

     

    hope this works for you

     

    Hey , I figured it out; we need to make a custom tab to make the Deliverables visible to the lightning environment.

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