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Topics#Lightning ExperienceQuestion de Richard de Bloois
Richard de Bloois a posé une question dans #Lightning Experience
13 déc. 2017, 09:53

Create Custom Task List View in Litghtning

Hi all,

On my Home Page in Lightning i would like to add a component of Tasks including custom fields. The standard views of Tasks are not enough so i would like to create my own list view for Tasks. 

Can anyone help me with a solution? Probably with a visualforce page but i need some help with it.

Thanks!
1 réponse
  1. Deepali kulshrestha (CA)
    30 avr. 2019, 15:56
    Hi Richarddb,

    Additionally, as a workaround, you could create a Custom Link to a Task List View:

    1. From your Home page, click any Task to pull up the Task details.

    2.  Click the List View icon.

    3.  Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)

    4.  Navigate to Setup | Customize | Home | Home Page Components.

    5.  Click the Edit link next to the Custom Links component in the Standard Components section.

    6.  In Bookmark type the name you want (e.g. "Activities") and then paste the link from step 3 above into the URL, then click Save.

    7.  Navigate to Setup | Customize | Home | Home Page Layouts, and edit the Home Page Layout(s) you want to use.

    8.  Check the Custom Links checkbox in the Select Narrow Components to Show section and click Save.  

    Optional: You can also uncheck the Tasks checkbox in the Select Wide Components to Show if you no longer require this option.

    Customize the Task List View in the Console and Community:-

    1.From Setup, enter Task in the Quick Find box, then select Task Field Sets.

    2.Select New.

    3.Enter a Field Set Label. This label is the name presented to subscribers who install the field through a managed package.

    4.Enter a name for your field set.

    5.In the Where is this used? area, provide a brief description of which pages use the field set, and for what purpose. This information helps a subscriber understand where and how an installed field set is being used, so that they can populate it with their own fields

    6.Click Save.

    7.To add fields to the field set, drag the fields from the object palette and drop them into the Available for the Field Set or the In the Field Set container. The fields in the In the Field Set container are visible by default.

    In the field set, you can span to fields that reference multiple objects. When you span a field into a field set that references multiple objects, you can only span to the Name object.

    You can drag and drop a field from one container to the other. The vertical order of the In the Field Set list indicates the order of how the fields render on pages.

    8.To remove a field from the field set, drag the element back to the object palette, or click the Remove icon icon next to the element.

    9.To make a field required, double-click the element or click the wrench icon (Wrench icon) next to it and select the Required checkbox.

    You can drag and drop a field from one container to the other. The vertical order of the In the Field Set list indicates the order of how the fields render on pages.

    10.Save your work.

    I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

    Thanks and Regards,

    Deepali Kulshrestha
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