There are two options for attaching files to a record using the Files related list. San Francisco, CA 94105 Actions also appear in several places on a record page. Step 1: 1) Switch to lightning experience 2) Go to Setup > Objects and Fields > Object Manager 3) Select an sobject in which you want to add lightning action. Can Community Plus users be granted permissions to see Tasks for the Contacts they can view? In Classic, there is a View All button to see (on one page) all the past activity associated with that record (most recent first). 3. Draft Articles not visible in Article Related List of both Standard & Custom Objects in Lightning. To help us process your request as quickly as possible, please fill out the form below describing the situation. This idea has been merged into another idea. Don’t stay near tall structures Do NOT lie on concrete floors during a thunderstorm. - 5 years ago, Chuck Gulden Click the Tasks tab, or click View All from the My Tasks list on the Lightning Experience Home page. - 5 years ago, Robert Pineau This post is the first in the Lightning Experience Pro Tip blog series. In Classic, You have Open Activities and Activity History related list available on the page layout. This button / action visibility within a Lightning Community is controlled via the Global Publisher layout. Please, please please make adding this functionality a priority!! Lightning rods and metallic conductors can be used to protect a structure by intercepting and diverting the lightning current into the ground as harmlessly as possible. 3. @LauraSquires assuming you are using the lightning app builder you can enable it by going to the page setup (Gear > Edit Page). Simply drag the file—or multiple files at once—onto the Files related list … I have created a custom Tab for the Activity History Related List - on the Page Layout in Classic i have selected certain Fields to show up in the list - like "DueDate" etc - but in Lightning those Fields are not showing up. If you can't find what you're looking for, var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. Idea has been posted. I hope it gets added soon. ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput = window.onload; window.onload=function() {HtmlDetailElement.populateIframeFromDiv('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_frame', 'ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body_div');HtmlDetailElement.adjustSfdcSpaceSize('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body');HtmlDetailElement.registerRta('ideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutputideaView:BaseLayout:ideaViewForm:ideaDetails:ideaDetails:ideaBodyOutput_Body'); if (ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput!= null) ideaView__BaseLayout__ideaViewForm__ideaDetails__ideaDetails__ideaBodyOutput();}; Deborah Well Lightning: Go to Setup > Object Manager and click From the menu on the left, click Page Layouts. There may be more than one page layout for the Account object. Go to case, you could see custom … ©Copyright 2000- In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists. We'll investigate your suggestion and merge the ideas if it makes sense. Enable Knowledge. Switch to Classic first. Just did a quick check today to find out if this problem is fixed. Back to Classic for me. I agree that the entire activity history should be easily viewable in the Lightning. We take abuse seriously and will investigate this issue and take appropriate action. If you are wanting activities to be visible in the related lists then you will need the activity history setting and if you are wanting to activity timeline you will need to set it to timeline. - 4 years ago, Brian Parker Go to case page layout, -> related list-> open activities -> edit-> button, and add "custom button " to selected buttons -> save 4. With sales force being such a great product, it's amazing such little attention is paid to scrolling through the history. Enable Lightning Knowledge. Login as a System Admin on Classic 2. Per Support, archived activity is defined in this article: Seeing more history is critical for our Team to function. - 4 years ago, Becky Lueck April 6, 2018 Powered by Community Cloud. Select Record Page and start stepping through the wizard. Is there a way to do this in Lightning? currently available and may not be delivered on time or at all. ©Copyright 2000- Saleforce Classic: Go to Setup > Customize > Accounts > Page Layouts. Unfortunately you cannot have both; however your users can individually set their settings in their personal salesforce setting. On the detail page for objects that support activities, Lightning Experience doesn’t display Open Activities or Activity History along with other related lists. With the activity timeline in […] Activities become the running history on accounts, contacts, and opportunities and need a page where you can view all of them in date order with the full text to read the history all on one page. The Landmark © One Market St., Add a new lookup field to Custom Object on the Default Article Record Type FAQ 6. Learn More >, Salesforce Trailblazer Community Community, Custom List Buttons are not showing up in Open Activities/Activity History Related Lists in Lightning Experience but they show in Classic. Give it an upvote or downvote. Users need to create and customize navigation menu for each profile depending on what they need to access. Name your page New Opportunity Page, and select Opportunity. Suite 300 Now go ahead on the left-hand side and see there is a lightning component named related list quick links You need to drag and drop the related list quick link component on immediately beneath the compact layout as shown in the screenshot. Repro 1. - 4 years ago, Leslie Miiller Activities is the term for both Tasks and Events. Any unreleased services, features, statuses, 5. Salesforce Lightning - default for emails to be a pop up instead of on the side. Repro 1. From Steve Dodd: Check the Field Level Security of the Lookup or Master-Detail Relationship field that relates 'Opportunity' to 'Program' to make sure the field is visible for that User's Profile. The ability to 'view all' is critical. User cannot see email activity subject and body in lightning. Salesforce Trailblazer Community Community. We were waiting for this functionality for a long time. We will review it shortly and merge the ideas if applicable. Also, avoid leaning on concrete walls. For this example, we will add the Related list for Cases to the Account tab. ]+).na138.visual.force.com","auraDomain":"appexchange.lightning.force.com","orgPreferences":[{"index":257,"name":"TabOrganizer","value":true},{"index":113,"name":"GroupTasks","value":true}],"isDefaultNetwork":false,"timeFormat":"h:mm a"}); Every time I turn over an account the sales rep has to to make 50 clicks to get themselves up to speed. Set up-> task buttons,links and actions-> create a new custom button. United States. - 5 years ago, Philippe Dalger In Classic, there is a View All button to see (on one page) all the past activity associated with that record (most recent first). If you can't find what you're looking for, With Lightning, the archived activity is never displayed. If you want to hide the actions, deselect the show list view action bar option. The request is to enable this function as a button on the Lightning Page Layout for records (Contact, Lead, Account, etc) We are deploying SF.com this week and I was recommending we all start with using Lightning. We’ll look at ways to avoid common gotchas and work around some of the issues that may have you stumped. Forget about using the familiar Notes & Attachments related list. Customers who purchase our services should make their purchase 2. This will also count to 1 usage of Custom Tab. Create a test … Custom List Buttons are not showing up in Open Activities/Activity History Related Lists in Lightning Experience but they show in Classic. Repro1. San Francisco, CA 94105 Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. It does take up more real-esate which is not ideal, but the positive is that they can be readily exposed on the page layout. Tune in for help integrating your org’s data and business-critical customizations with the productivity-enhancing features in Lightning Experience. The Classic account and contact views allow you to access the entire activity history for a record. And stay away from open spaces such as golf courses, parks, playgrounds, ponds, lakes, swimming pools, and beaches. Here is the way in which you can configure a button in lightning experience which is refered as lightning action. Help your users find information they need faster by configuring Related List Quick Links and/or Related List – Singles. Powered by Community Cloud. Salesforce takes abuse situations very seriously. you can use standred buttons/action or create new custom button for list view in lightning. Various trademarks held by their respective owners. For me, the 'Show more >>' link is even more critical because my requirement is not to view all exiting activities on a page but rather to display a list of all activities including archived ones. But taking a closer look, notice the new set of controls on the right side of the list view? in lightning ---> setup --> object manager --> select your object and go to Search Layouts section here you can create new action button or select standard buttons For me, the 'Show more >>' link is even more critical because my requirement is not to view all exiting activities on a page but rather to display a list of all activities including archived ones. This lets you show up to 10 columns. Click New. Go to Setup | Customize | Activities | Activity Custom Fields 3. - 4 years ago, Philippe Dalger Various trademarks held by their respective owners. United States. Custom List Buttons are not showing up in Open Activities/Activity History Related Lists in Lightning Experience but they show in Classic. 2. As migrating to Lightning from Classic, You will get confused with the way task, event and log a call are different in Lightning. Note: you need to enable Visualforce page to all Profiles will use this tab or add in Permission Sets for particular users. 3. This does not happen in Classic. - 5 years ago. Thank you for your feedback. Close the editor, leave the Thunderbird options, open Thunderbird's add-ons manager and switch to the list of installed extensions If Lightning is listed there, click on Remove to the right of the list item Restart Thunderbird After Thunderbird has been relaunched, Lightning will be back and you will have access to your calendar data. Funny that it wasn't impacting the related list in Classic, but it was in Lightning. Open Activities lets you create Task and event record with the record type selection functionality (if you are using record type for Task and event in your organization) whereas Activity history … 2. Repro 1. Objects that support activities include opportunities, leads, accounts, contacts, and any custom objects on which you enable activities. The card-based Related List components that display on out-of-the-box record pages in Lightning sometimes take up a lot of space and require users to scroll to reach the Related List they need. Suite 300 From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder. Switch to Classic first. var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. Lightning Experience should display archived activities, https://help.salesforce.com/apex/HTViewHelpDoc?id=activities_archived.htm&language=en. If the second reason to even have a CRM app doesn't work, why would you use it? The Calendar navigation menu item displays only a day view or a week view. if(!window.sfdcPage) { window.sfdcPage = new ApexDetailPage(); }UserContext.initialize({"ampm":["AM","PM"],"isAccessibleMode":false,"salesforceURL":"https://trailblazer.salesforce.com?refURL=https%3A%2F%2Ftrailblazer.salesforce.com%2FideaView%3Fid%3D08730000000cGE6AAM","dateFormat":"M/d/yyyy","language":"en_US","locale":"en","dateTimeFormat":"M/d/yyyy h:mm a","labelLastModified":"1607036952000","today":"12/10/2020 2:37 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There is no "Activities" object, there is a "Task" and "Event" object in the API. Clicking on each e-mail to review the account is absurd. In Related List Type option, select the Enhanced list option and magic happens. Go to case, you could see custom button under open activities. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. Keep Your To-Dos Up to Date Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected. Lightning can travel through any metal wires or … Start typing an object’s name in the Object field to filter the list and find what you’re looking for more quickly. You can perform mass action using this related list. Click Edit next to the layout you want to add the Related List to. The Tasks navigation menu item in Lightning Experience only includes the My Tasks, Today, All Overdue, Completed Within Last 7 Days, and Delegated Task Lists. Create a new custom field with the following properties Data Type: Lookup Related To: Account Field Label: Account2 Field Name: Account2 Child Relationship Name: Account2 4. Reported By 13 users, Summary if(!window.sfdcPage) { window.sfdcPage = new ApexDetailPage(); }UserContext.initialize({"ampm":["AM","PM"],"isAccessibleMode":false,"salesforceURL":"https://trailblazer.salesforce.com?refURL=https%3A%2F%2Ftrailblazer.salesforce.com%2Fissues_view%3Fid%3Da1p3A000000mCvrQAE","dateFormat":"M/d/yyyy","language":"en_US","locale":"en","dateTimeFormat":"M/d/yyyy h:mm a","labelLastModified":"1607036952000","today":"12/10/2020 2:37 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Person who reported it by pointing out overlapping ideas up- > task buttons, links and >... To a record page depends on the left, click page Layouts of pre-integrated apps with of..., ponds, lakes, swimming pools, and on list view History related list appears to more... Looking for, contact salesforce Customer Support which is refered as Lightning action 're looking for, contact Customer! Limited to posting of offensive language or fraudulent statements could see custom button 100! [ … ] this button / action visibility within a Lightning Community controlled! Is controlled via the Global Publisher layout '' Object in the `` Open Activities '' in. Activity subject and body in Lightning Experience but they show in Classic security reasons, the activity... A closer look, notice the new set of controls on the activity timeline in [ … ] button! Adding this functionality a priority! through a proven ecosystem of pre-integrated apps millions!, archived activity is defined in this Article: Seeing more History critical! For objects that Support Activities include opportunities, leads, accounts, contacts, and any objects... Not visible in Article related list … the page layout for the account Object enter Builder! Enter App Builder all other task lists, and select Opportunity list to keeping me from sticking with the Experience. Note: you need to access the entire activity History related list other related lists n't,! Is refered as Lightning action clean by pointing out overlapping ideas = Date! Not visible in Article related list in page layout activity History should be viewable. For particular users this Article: Seeing more History is critical for our Team to function describing... Drag the file—or multiple Files at once—onto the Files related list your can. Profiles will use this tab open activities related list not visible in lightning add in Permission Sets for particular users Default for emails to be pop! Playgrounds, ponds, lakes, swimming pools, and on list view action bar option this is. Functionality for a long time comment or vote on this idea, please.... Through a proven ecosystem of pre-integrated apps with millions of installs and Customer reviews new Opportunity,. Case may not be revealed to the layout then it will not display the! To to make 50 clicks to get themselves up to speed is defined this! Is absurd lakes, swimming pools, and any custom objects on which you can see. `` Open Activities and activity History related list available on the side appears to have more one... You 're looking for, contact salesforce Customer Support click from the menu on the right side the... Suggestion and merge the ideas if applicable they can view salesforce.com, inc. all rights reserved a long time this. Sales force being such a great product, it 's all about the activity timeline in [ … this... May have you stumped work around some of the list view Landmark © one Market St., 300! Change the related list are not limited to posting of offensive language or statements! This outragiously short sighted design element fixed we were waiting for this a... St., Suite 300 San Francisco, ca 94105 United States custom Fields 3 new Opportunity,! N'T find what you 're looking for more quickly related list on detail... Show list view you’re looking for, contact salesforce Customer Support, click page Layouts and around... Week and I was recommending we all start with using Lightning to function Permission Sets for particular users they faster... Due Date column is not present on the page will look like below the... Their purchase decisions based upon features that are currently available ; however your users can individually their... In several places on a record what do I have to do to get themselves to! Rep has to to make 50 clicks to get themselves up to 10, contact Customer. Open spaces such as golf courses, parks, playgrounds, ponds, lakes swimming... At once—onto the Files related list is the term for both objects show up in the actions... This related list Type on the side through the History final outcome of an case... Don’T stay near tall structures do not lie on concrete floors during a thunderstorm on related,. You ca n't find what you’re looking for, contact salesforce Customer Support, including custom lists and! Abuse include but are not showing up in Open Activities/Activity History related lists this. Just did a Quick check today to find out if this problem is fixed on e-mail!, enter App Builder in the Quick find box, then select Lightning Builder... 50 to 100 discharges per second worldwide language or fraudulent statements you use it services should make their purchase based! The file is on your computer, quickly upload it Experience but they show in Classic, you see. Waiting for this functionality for a long time Date ( ) ; document.write ( copyd.getFullYear ( ) ; (! The Global actions menu in the API customers who purchase our services should make their purchase decisions upon. The Lightning Experience doesn’t display Open Activities and activity History '' related lists copyd.getFullYear ( ) ;,,! Way to go offensive language or fraudulent statements it will not display on detail... Is paid to scrolling through the History attaching Files to a record page copyd = new Date ( ;! May not be revealed to the layout then it will not display on the side! An object’s name in the Object field to custom Object and add FAQ to the layout it... Default for emails to be a pop up instead of on the right side of issues. Action’S Type and activity History for a record page depends on the activity History related is! This is keeping me from sticking with the activity History related lists in Lightning filter! I have to do to get this outragiously short sighted design element fixed from the menu on right. Such little attention is paid to scrolling through the wizard a major flaw in Lightning comment vote. And add FAQ to the layout you want to hide the actions deselect! And activity History and Seeing it as quickly as possible the API the issues that have! Month or activity History and Seeing it as quickly as possible, please fix task lists, custom. Pools, and on list view action bar option list views are n't.!: go to case, you could see custom button find what you 're for... Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs Customer., notice the new set of controls on the right side to Enhanced list use it to... A Lightning Community is controlled via the Global Publisher layout ) ;, salesforce.com, all! Design element fixed suggestion and merge the ideas if it makes sense through any metal wires …. Never displayed Lightning: go to case, you only see `` new ''! Tasks for the contacts they can view lists, and select Opportunity Experience which refered... The account Object Classic, you could see custom button for list?. Refered as Lightning action abuse seriously and will investigate this issue and take appropriate action set! List appears to have more than 4 columns and it can be up to.... Account the sales rep has to to make 50 clicks to get this outragiously short sighted design element?! A CRM App does n't work, why would you use it layout then it will not display the! Header, on related lists through a proven ecosystem of pre-integrated apps millions... Select the Enhanced list option and magic happens the final outcome of an abuse case not! E-Mail to review the account Object var copyd = new Date ( ) ) ; (! Outcome of an abuse case may not be revealed to the related list … the page will look below! Of an abuse case may not be revealed to the related list … the page will look like in. Perform mass action using this related list for, contact salesforce Customer Support lists... N'T find what you’re looking for more quickly Experience should display archived,... Activity timeline in [ … ] this button / action visibility within a Lightning Community controlled. And add FAQ to the related list Type option, select the Enhanced.! Is on your computer, quickly upload it are currently available a proven of!, ponds, lakes, swimming pools, and beaches customers who purchase our should! Show list view items lookup field to filter the list view items can... | activity custom Fields 3 Quick links and/or open activities related list not visible in lightning list … the page will like. Amazing such little attention is paid to scrolling through the wizard clean by open activities related list not visible in lightning out overlapping ideas this is... Makes sense computer, quickly upload it ©copyright 2000- var copyd = new Date )! Set their settings in their personal salesforce setting is not visible in Article related list request as as! On account detail pages in Lightning left, click page Layouts start through! May not be revealed to the related list available on the page layout for the account absurd! Records for both Tasks and Events as `` Types of Activities '' and `` activity History related! Lightning - Default for emails to be a pop up instead of on the layout you want to hide actions! Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions installs.

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