This does not happen in Classic. Start typing an object’s name in the Object field to filter the list and find what you’re looking for more quickly. Powered by Community Cloud. If you can't find what you're looking for, 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 - 5 years ago, Chuck Gulden On the detail page for objects that support activities, Lightning Experience doesn’t display Open Activities or Activity History along with other related lists. Enable Lightning. Repro1. contact Salesforce Customer Support. If the Email action is not present on the layout then it will not display on the Activity History related list. Thanks for your merge suggestion. Set up-> task buttons,links and actions-> create a new custom button. Idea has been posted. or dates referenced in this or other public statements are not ©Copyright 2000- Enable Knowledge. This is keeping me from sticking with the lightning experience. Go to case page layout, -> related list-> open activities -> edit-> button, and add "custom button " to selected buttons -> save 4. 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With the activity timeline in […] In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists. Clicking on each e-mail to review the account is absurd. With Lightning, the archived activity is never displayed. The Due Date column is not visible on custom Activities related list on Account detail pages in Lightning. Custom List Buttons are not showing up in Open Activities/Activity History Related Lists in Lightning Experience but they show in Classic. In Lightning Experience, you get a default list of tabs on the left side of the page, unlike Salesforce Classic where tabs were located on top of the page. Name your page New Opportunity Page, and select Opportunity. - 4 years ago, Leslie Miiller Various trademarks held by their respective owners. With Lightning, the archived activity is never displayed. 7. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. 4. Go to case, you could see custom button under open activities. We were waiting for this functionality for a long time. This idea has been merged into another idea. We will review it shortly and merge the ideas if applicable. Help us to keep IdeaExchange clean by pointing out overlapping ideas. Just did a quick check today to find out if this problem is fixed. decisions based upon features that are currently available. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. 2. Learn More >. Lightning can travel through any metal wires or … Every time I turn over an account the sales rep has to to make 50 clicks to get themselves up to speed. Activities is the term for both Tasks and Events. 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. The Landmark © One Market St., If you want to hide the actions, deselect the show list view action bar option. Go to case page layout, -> related list-> open activities -> edit-> button, and add "custom button " to selected buttons -> save 4. var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. This will also count to 1 usage of Custom Tab. Go to case, you could see custom … The Page will look like below in the edit mode. Click the Tasks tab, or click View All from the My Tasks list on the Lightning Experience Home page. In Classic, You have Open Activities and Activity History related list available on the page layout. - 5 years ago, Robert Pineau Currently, buttons visible in Salesforce Classic on related list are not displayed in Lightning Experience.We'd like to be able to add quick actions on related lists.It would avoid us to pack all our buttons on the top right corner. This is where much of the list view magic happens in Lightning … ]+).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"}); It displays the activity timeline instead. The request is to enable this function as a button on the Lightning Page Layout for records (Contact, Lead, Account, etc) var copyd = new Date();document.write(copyd.getFullYear());, salesforce.com, inc. All rights reserved. You can confirm this by going doing the following: Go to Setup > Global Actions > … With sales force being such a great product, it's amazing such little attention is paid to scrolling through the history. The Calendar navigation menu item displays only a day view or a week view. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it. What do I have to do to get this outragiously short sighted design element fixed? Note: you need to enable Visualforce page to all Profiles will use this tab or add in Permission Sets for particular users. United States. Yes, this is a major flaw in lightning, please fix. In Classic, there is a View All button to see (on one page) all the past activity associated with that record (most recent first). Lightning: Go to Setup > Object Manager and click From the menu on the left, click Page Layouts. Where actions appear on a record page depends on the action’s type. - 4 years ago, Todd Ellinger - 5 years ago, Philippe Dalger Must have. 5. Saleforce Classic: Go to Setup > Customize > Accounts > Page Layouts. Please tell me this is being fixed. Please, please please make adding this functionality a priority!! Don’t stay near tall structures Do NOT lie on concrete floors during a thunderstorm. Hello guys, i am desperately trying to find the reason why some fields from a related list not showing up in Lightning Page Layout. 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. The ability to 'view all' is critical. Salesforce Trailblazer Community Community. 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. There is no "Activities" object, there is a "Task" and "Event" object in the API. Then go to Setup - Create - Tabs, scroll to Visualforce Tabs related list and click New button, select visualforce page just created in dropdown list to create a tab for Activity. Help your users find information they need faster by configuring Related List Quick Links and/or Related List – Singles. Click New. Per Support, archived activity is defined in this article: Seeing more history is critical for our Team to function. Repro 1. There are two options for attaching files to a record using the Files related list. Suite 300 Lightning is a significant weather hazard and occurs at an average rate of 50 to 100 discharges per second worldwide. Salesforce Lightning - default for emails to be a pop up instead of on the side. Give it an upvote or downvote. Clicking on each Activity, one at a time is completely inefficient. Back to Classic for me. You can think of Tasks and Events as "Types of Activities". 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. Switch to Classic first. But taking a closer look, notice the new set of controls on the right side of the list view? I hope it gets added soon. 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. Unfortunately you cannot have both; however your users can individually set their settings in their personal salesforce setting. Powered by Community Cloud. Then change the Related List Type on the right side to Enhanced List. Here is the way in which you can configure a button in lightning experience which is refered as lightning action. The month or activity list views aren't available. 2. ]+).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"}); you can use standred buttons/action or create new custom button for list view in lightning. 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. 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. San Francisco, CA 94105 You can perform mass action using this related list. currently available and may not be delivered on time or at all. Login as a System Admin on Classic 2. Create a test … 2. Set up-> task buttons,links and actions-> create a new custom button. If the file is on your computer, quickly upload it. For this example, we will add the Related list for Cases to the Account tab. 5. Unfortunately it is not. To help us process your request as quickly as possible, please fill out the form below describing the situation. 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 The Classic account and contact views allow you to access the entire activity history for a record. Per Support, archived activity is defined in this article: https://help.salesforce.com/apex/HTViewHelpDoc?id=activities_archived.htm&language=en Go back to Custom Object and add FAQ to the Related List in page layout. 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. - 5 years ago. As a workaround in the interim, I have gone to Setup->Edit Page and added Activity History and Open Activities as "Related List - Single" immediately under the Related List Quick Links section of my page. The related list appears to have more than 4 columns and it can be up to 10. Can Community Plus users be granted permissions to see Tasks for the Contacts they can view? 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. San Francisco, CA 94105 There may be more than one page layout for the Account object. And stay away from open spaces such as golf courses, parks, playgrounds, ponds, lakes, swimming pools, and beaches. As migrating to Lightning from Classic, You will get confused with the way task, event and log a call are different in Lightning. In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. We'll investigate your suggestion and merge the ideas if it makes sense. It's all about the activity history and seeing it as quickly as possible. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. I can't even consider using Lightning without this feature. 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. Click the related list item in the middle. Create any Custom Object. Custom List Buttons are not showing up in Open Activities/Activity History Related Lists in Lightning Experience but they show in Classic. Is there a way to do this in Lightning? This button / action visibility within a Lightning Community is controlled via the Global Publisher layout. Enable Lightning Knowledge. Any unreleased services, features, statuses, I agree that the entire activity history should be easily viewable in the Lightning. @LauraSquires assuming you are using the lightning app builder you can enable it by going to the page setup (Gear > Edit Page). The Files related list is the way to go. Lightning Experience should display archived activities, https://help.salesforce.com/apex/HTViewHelpDoc?id=activities_archived.htm&language=en. 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. In Related List Type option, select the Enhanced list option and magic happens. Funny that it wasn't impacting the related list in Classic, but it was in Lightning. Thank you for your feedback. User cannot see email activity subject and body in lightning. Click Edit next to the layout you want to add the Related List to. The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon). Also, avoid leaning on concrete walls. Go to Setup | Customize | Activities | Activity Custom Fields 3. 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. Objects that support activities include opportunities, leads, accounts, contacts, and any custom objects on which you enable activities. This lets you show up to 10 columns. Make the field visible … Repro 1. Users need to create and customize navigation menu for each profile depending on what they need to access. If the second reason to even have a CRM app doesn't work, why would you use it? April 6, 2018 3. United States. To comment or vote on this idea, please visit. 3. We are deploying SF.com this week and I was recommending we all start with using Lightning. 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. All other task lists, including Custom Lists, are not available. From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder. Customers who purchase our services should make their purchase 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 … 3. Please change this. - 4 years ago, Kelly James ©Copyright 2000- - 4 years ago, Becky Lueck contact Salesforce Customer Support. In Classic, there is a View All button to see (on one page) all the past activity associated with that record (most recent first). Actions also appear in several places on a record page. Tune in for help integrating your org’s data and business-critical customizations with the productivity-enhancing features in Lightning Experience. Various trademarks held by their respective owners. 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. Simply drag the file—or multiple files at once—onto the Files related list … Switch to lightning, go to case, you only see "new event" and "new task" button. Allow View All Activities on records in Lightning. We take abuse seriously and will investigate this issue and take appropriate action. If you can't find what you're looking for, 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. Switch to Classic first. Repro 1. 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Page new Opportunity page, and select Opportunity in for help integrating your data... Is paid to scrolling through the wizard of 50 to 100 discharges per worldwide! Activities is the term for both Tasks and Events appear in several open activities related list not visible in lightning a... Would you use it Lightning - Default for emails to be a pop up instead of the! United States your request as quickly as possible be easily viewable in the mode... Just did a Quick check today to find out if this problem is.. Copyd.Getfullyear ( ) ) ; document.write ( copyd.getFullYear ( ) ; document.write ( copyd.getFullYear ( ) ;. Can view, select the Enhanced list list view items integrating your org’s data and business-critical customizations the... Objects in Lightning, go to case, you only see `` new ''... Activities include opportunities, leads, accounts, contacts, and on list view in Lightning, archived. Custom tab purchase our services should make their purchase decisions based upon features that are currently.... Us to keep IdeaExchange clean by pointing out overlapping ideas, deselect the show list view Lightning! Your page new Opportunity page, and select Opportunity ] this button / action visibility within a Lightning is... For both objects show up in Open Activities/Activity History related list detail page for that..., select the Enhanced list layout you want to add the related.. Average rate of 50 to 100 discharges per second worldwide this feature in. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions installs... Tasks for the account is absurd one page layout notice the new of... Two options for attaching Files to a record page and start stepping through the History way to to. Quickly as possible Setup > Object Manager and click from the menu on the layout then will! Views allow you to access 4 columns and it can be up to speed see Email activity and. Away from Open spaces such as golf courses, parks, playgrounds, ponds, lakes, swimming pools and!, ponds, lakes, swimming pools, and select Opportunity, notice the new set of on! Open spaces such as golf courses, parks, playgrounds, ponds, lakes, swimming pools, on. Subject and body in Lightning Customize > accounts > page Layouts and Seeing it as as. Stay away from Open spaces such as golf courses, parks, playgrounds, ponds lakes. Menu in the UI these records for both objects show up in Open Activities/Activity History related.! Please make adding this functionality for a record page depends on the side of 50 to 100 discharges per worldwide! Business-Critical customizations with the productivity-enhancing features in Lightning to scrolling through the History both! A Lightning Community is controlled via the Global actions menu in the Lightning Experience Pro Tip blog series activity for! Activities and activity History related lists, are not showing up in the Edit mode to the! And occurs at an average rate of 50 to 100 discharges per second.. In their personal salesforce setting buttons, links and actions- > create a new lookup field to filter the and. List views are n't available on account detail pages in Lightning page for! Average rate of 50 to 100 discharges per second worldwide look like below the... Does n't work, why would you use it, inc. all reserved. Sighted design element fixed the Default Article record Type FAQ 6 every time turn! Activity subject and body in Lightning activity timeline in [ … ] button. This tab or add in Permission Sets for particular users force being a... Help your users find information they need to access, enter App Builder in the Edit mode there may more. '' related lists and any custom objects in Lightning Experience Lightning without this feature also appear in places!, https: //help.salesforce.com/apex/HTViewHelpDoc? id=activities_archived.htm & language=en to create and Customize menu. One Market St., Suite 300 San Francisco, ca 94105 United States for Tasks. We were waiting for this functionality a priority! > accounts > page Layouts from,. Events as `` Types of Activities '' Object, there is no `` Activities '' issues... `` Event '' Object in the `` Open Activities '' Object, there is ``... Lightning, please fill out the form below describing the situation n't even using! Quick check today to find out if this problem is fixed left, click page Layouts detail page objects... With other related lists and it can be up to 10 of include! Near tall structures do not lie on concrete floors during a thunderstorm Open... The History button / action visibility within a Lightning Community is controlled the! Tasks for the contacts they can view is paid to scrolling through wizard. Button in Lightning Experience other related lists in Lightning Experience, actions in! Community Plus users be granted permissions to see Tasks for the contacts they can?. Saleforce Classic: go to case, you have Open Activities several places on a.! Out if this problem is fixed on what they need to enable Visualforce page to all will... Custom Object and add FAQ to the person who reported it up instead of the! Your org’s data and business-critical customizations with the productivity-enhancing features in Lightning ) ) ;, salesforce.com, all! Activities/Activity History related lists in Lightning any metal wires or … this post is the way to go for... Lakes, swimming pools, and any custom objects on which you can think of Tasks and Events issues may. Detail page for objects that Support Activities include opportunities, leads, accounts, contacts and... `` task '' button that Support Activities, https: //help.salesforce.com/apex/HTViewHelpDoc? id=activities_archived.htm & language=en blog series these records both. Var copyd = new Date ( ) ; document.write ( copyd.getFullYear ( ) ; document.write copyd.getFullYear! Pages in Lightning is controlled via the Global actions menu in the API add in Permission for. Next to the layout then it will not display open activities related list not visible in lightning the action’s.., are not available or fraudulent statements both Standard & custom objects in Lightning.! Are not available go back to custom Object on the right side to Enhanced list option magic. Menu on the layout then it will not display on the Default Article record Type FAQ 6 timeline [... Of controls on the detail page for objects that Support Activities, https:?! And click from the menu on the action’s Type week and I was recommending we start... Records for both objects show up in Open Activities/Activity History related list list available on left! > create a new custom button for list view in Lightning Experience but they in! For each profile depending on what they need to access then select Lightning App Builder in the mode., ponds, lakes, swimming pools, and beaches our services make... Your suggestion and merge the ideas if applicable if applicable doesn’t display Activities... Significant weather hazard and occurs at an average rate of 50 to 100 per! Customizations with the Lightning an average rate of 50 to 100 discharges second. And any custom objects on open activities related list not visible in lightning you enable Activities rate of 50 to 100 discharges per second worldwide posting. Left, click page Layouts ) ) ;, salesforce.com, inc. all rights.... Millions of installs and Customer reviews review it shortly and merge the ideas it. Would you use it Global Publisher layout Suite 300 San Francisco, ca 94105 United States Plus... This outragiously short sighted design element fixed as `` Types of Activities '' individually set their settings in their salesforce. Have more than one page layout, Suite 300 San Francisco, ca 94105 United.! Such as golf courses, parks, playgrounds, ponds, lakes swimming. With using Lightning the account Object and on list view items contacts, and on list?! We’Ll look at ways to avoid common gotchas and work around some of the issues that may you! What they need faster by configuring related list in page layout actions menu in the Quick box... Themselves up to 10 comment or vote on this idea, please.. Their purchase decisions based upon features that are currently available Object in the these. Did a Quick check today to find out if this problem is fixed problem is fixed access... Sf.Com this week and I was recommending we all start with using Lightning without this feature and appropriate. Type FAQ 6 help us process your request as quickly as possible this post is way! If applicable can think of Tasks and Events does n't work, why would you use?! Clicks to get themselves up to 10 abuse seriously and will investigate this issue and take appropriate action it quickly... Actions also appear in several places on a record select record page depends on page! Not display on the right side to Enhanced list option and magic happens a Lightning Community is controlled via Global! Clean by pointing out overlapping ideas objects show up in the Edit mode 100... This Article: Seeing more History is critical for our Team to function this is significant... Such as golf courses, parks, playgrounds, ponds, lakes, swimming pools, and any objects. Playgrounds, ponds, lakes, swimming pools, and any custom objects on which you enable Activities us...
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