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