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dcgb2332 Show custom tasks from object in new custom tab?
Hi Guys,
We have an appex trigger that creates a "new" opportunity in a custom tab (AE Opps), which works perfectly. Now, I'm trying to create a custom tab, called AE Tasks, which will take the tasks from the AE Opps tab, and populate them in the new custom tab (AE Tasks). Is there a way to do this or will I need a new apex trigger?
Many thanks
We have an appex trigger that creates a "new" opportunity in a custom tab (AE Opps), which works perfectly. Now, I'm trying to create a custom tab, called AE Tasks, which will take the tasks from the AE Opps tab, and populate them in the new custom tab (AE Tasks). Is there a way to do this or will I need a new apex trigger?
Many thanks
If you're using the standard Task object, then you can't create a custom tab for it. But you can use the standard Task tab, and create a list view "My Open Tasks" which will show each user the Tasks assigned to them. This will display ALL their Tasks, not just the ones on the AE Opps records. With some more work, you could create an "AE Task" record type on Task and have a "My Open AE Tasks" list view filter on that, too. Am I getting closer?
All Answers
This will let you create List Views to filter all AE Task records based on criteria - subject, of course, to Object Permissions and Sharing Settings. So, yes, the AE Task tab should have an "All" list view that show all AE Task records (that the user is allowed to see). Does that answer your question? Or do you have a different use case?
If you're using the standard Task object, then you can't create a custom tab for it. But you can use the standard Task tab, and create a list view "My Open Tasks" which will show each user the Tasks assigned to them. This will display ALL their Tasks, not just the ones on the AE Opps records. With some more work, you could create an "AE Task" record type on Task and have a "My Open AE Tasks" list view filter on that, too. Am I getting closer?
https://<instance>.salesforce.com/007
OR
https://<my-domain>.my.salesforce.com/007
It is possible to create a VF page that redirects to this URL, then create a VF Tab called "Tasks". If this is what you need done, I can help.
On the other hand, if you are able to use LEX, then the whole thing requires just a bit of configuration.
Let me know...
// The Apex controller class public class TaskTabController { public PageReference redirectToTaskTab() { return new PageReference( '/007' ); } } // The Visualforce page <apex:page controller="TaskTabController" action="{!redirectToTaskTab}" /> Then, create a Visualforce Tab, and you're all set!