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Nikita Yadav 17Nikita Yadav 17 

Add custom field created for task to Activity timeline layout

Hello,

I have created custom lookup field for Deals object on Activity object. This created field is visible on indivisual task layout but not visible in Activity timeline layout(PFA for layout). any idea how to add this field on activity timeline layout ?

Please help me with this.

Thank you in advance.


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Best Answer chosen by Nikita Yadav 17
ShivankurShivankur (Salesforce Developers) 
Hi Nikita,

Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they’re taking the action.

To view and edit the layouts for global actions in Setup, enter Actions in the Quick Find box, then select Global Actions and then click Layout next to the action’s name. To view and edit the layouts for object-specific actions, find the object in Setup, then go to Buttons, Links, and Actions.

For more help follow official documentation around it:
https://help.salesforce.com/articleView?id=sf.action_layout_editor_about.htm&type=5
https://trailhead.salesforce.com/content/learn/projects/quickstart-devzone-app/devzone-app-3

Hope above information helps. Please mark as Best Answer so that it can help others in future.

Thanks.

All Answers

ShivankurShivankur (Salesforce Developers) 
Hi Nikita,

Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they’re taking the action.

To view and edit the layouts for global actions in Setup, enter Actions in the Quick Find box, then select Global Actions and then click Layout next to the action’s name. To view and edit the layouts for object-specific actions, find the object in Setup, then go to Buttons, Links, and Actions.

For more help follow official documentation around it:
https://help.salesforce.com/articleView?id=sf.action_layout_editor_about.htm&type=5
https://trailhead.salesforce.com/content/learn/projects/quickstart-devzone-app/devzone-app-3

Hope above information helps. Please mark as Best Answer so that it can help others in future.

Thanks.
This was selected as the best answer
Nikita Yadav 17Nikita Yadav 17
Hi Shivankur,
 Thankk you 
Michael PoulosMichael Poulos
Click the Edit icon for the required activity type.
Click  FIELD.
Provide the following information: From the Field type drop-down menu, select a data type for the field. In the Name field, enter a name for the field. Click SAVE.
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