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jeremy gibsonjeremy gibson 

Adding custom fields to Tasks

 I have Group Edition.
I can add custom fields to Accounts & Contacts, but no capability for similar in Tasks.
Is this possible, I do not seem to have the option to add custom fields in any Task fields view.

Regards
Jeremy
Steve MolisSteve Molis
 You need to create them on the Activity object, Tasks and Events are types of Activities.
jeremy gibsonjeremy gibson
Steve,
Thats very helpful and I have now added the custom field called 'category' via the Task Object.

If I write a report I can see the field and insert it to a layout.
However, when creating a NEW TASK I want to place 'category' in the additional Information section, I'm not showing this field in the Activities (task) Customisation section to drag it. Any ideas?? If I cannot enter data, then no point in reporting it. Clearly I'm doing something wrong in my early days with SF Group Edition. Any more advice?

Regards
jeremy
Steve MolisSteve Molis
 Can you post a screeshot of the page layout where you are trying to do this?
jeremy gibsonjeremy gibson
- User-added image
Steve MolisSteve Molis
 You need to add the field to the Task page layout and drag it into the Additional Information section using the Page Layout Editor.

Customizing Page Layouts

Available in: All Editions

User Permissions Needed
To customize page layouts:“Customize Application”
To view page layouts (enhanced page layout editor only):“View Setup”

Salesforce has two drag-and-drop tools for editing page layouts: the original page layout editor and a new enhanced page layout editor. The enhanced page layout editor is enabled by default, and provides all of the functionality of the original editor, as well as additional functionality and an easier-to-use WYSIWYG interface.

If you want to use the original page layout editor, you can enable it for your organization in the User Interface settings. Your organization can only use one of the page layout editors at a time.

Accessing the Enhanced Page Layout Editor

To access page layouts for standard objects:
  1. Select Your Name | Setup | Customize.
  2. Choose the object.
  3. Do one of the following:
    • In Enterprise, Unlimited, and Developer Edition organizations, choose the Page Layouts link and click Edit next to the page layout you want to customize. Note
      If you only have the “View Setup” permission, the Edit button is not available. Click the name of the page layout to view it instead.
    • In all other editions, choose the Page Layout link.
To access page layouts for custom objects:
  1. Select Your Name | Setup | Create | Objects.
  2. Choose the object.
  3. Scroll to the Page Layouts section.
  4. Click Edit next to the page layout you want to customize.Note
    If you only have the “View Setup” permission, the Edit button is not available. Click the name of the page layout to view it instead.

Alternatively, when you are on a detail page, click the Edit Layout link in the upper right corner to quickly customize the page layout. Salesforce displays the Edit Layout link only to users with the “Customize Application” permission.

For more information on the enhanced page layout editor, see Customizing Page Layouts with the Enhanced Page Layout Editor.

Accessing the Original Page Layout Editor

To access page layouts for standard objects:
  1. Select Your Name | Setup | Customize.
  2. Choose the object.
  3. Do one of the following:
    • In Enterprise, Unlimited, and Developer Edition organizations, click Edit next to the page layout you want to customize.
    • In all other editions, choose the Page Layout link, then click Edit at the top of the page layout.
To access page layouts for custom objects:
  1. Select Your Name | Setup | Create | Objects.
  2. Choose the object.
  3. Scroll to the Page Layouts section.
  4. Do one of the following:
    • In Enterprise, Unlimited, and Developer Edition organizations, click Edit next to the page layout you want to customize.
    • In all other editions, choose the Page Layout link, then click Edit at the top of the page layout.

For more information on the original page layout editor, see Customizing Page Layouts with the Original Page Layout Editor.

jeremy gibsonjeremy gibson
- User-added imageSteve,
Your help has been much appreciated, I've made some progress following your instructions. However the attached image shows a page called Task Detail (this is what is shown when I select the OBJECT, TASKs field on the Page section of Create Object, not the same page I provided originally, and with a lot less fiels to choose (but with catagories). How do I find the original page and show the catagory field - pulling my hair (and yours no doubt) out.
Steve MolisSteve Molis
 Jeremy,
I'm a little confused by your screenshots.  Did you create a custom FIELD on the Activity object?  Or did you create a custom OBJECT?  
My solution was for a custom field on the standard Activity(Task) object.
jeremy gibsonjeremy gibson
Steve,
 I created a custom Object as custom fields for TASKS just seeminglyy not available in Group Edition.

I've added custom fields without problem to Accounts, Contacts; just not available in Tasks. Seems a huge ommission, its missing for Tasks otherwise I would repeat what I have done for the Accounts, Contacts.

Any other thoughts. Mini-tabs not available in Group Edition.
Thanks for your continued commitment

Jeremy
Steve MolisSteve Molis
 Sorry for the confusion, I thought that you were trying to add a custom field to the standard Activity object.  I'm an Admin in an EE Org so I don't have a lot of experience working within the limitations of GE.  Anyway, all you need to do is follow these steps to add a new field to your custom object, and then follow the steps I posted ealier to edit your custom object Page Layout.  

Creating Custom Fields

Available in: Personal, Professional, Enterprise, Unlimited, and Developer Editions

Relationship fields are not available in Personal Edition

Custom settings are not available in Professional Edition


User Permissions Needed
To create or change custom fields:“Customize Application”

Create custom fields to store the information that is important to your organization. Before you begin, determine the type of custom field you want to create. You can create many different custom field types, including lookup, master-detail, and hierarchical relationships.

To add a custom field:

  1. Navigate to the fields area of the appropriate object:
    • For standard objects, click Your Name | Setup | Customize, select the appropriate object from the Customize menu, and click Fields.
    • For custom task and event fields, click Your Name | Setup | Customize | Activities | Activity Custom Fields.
    • For custom objects, click Your Name | Setup | Create | Objects, and select one of the custom objects in the list.
    • For custom settings, click Your Name | Setup | Develop | Custom Settings, and click the name of the custom setting.
  2. Click New in the Custom Fields & Relationships section of the page. Tip
    From this section, you can also set field dependencies and field history tracking on custom objects.
  3. Choose the type of field to create, and click Next. Note
    • Some data types are only available for certain configurations. For example, the Master-Detail Relationship option is available only for custom objects when the custom object does not already have a master-detail relationship. Also, custom settings only allow a subset of the available data types.
    • Relationship fields count towards custom field limits.
    • Field types not listed in custom field types may appear if your organization installed a package from the AppExchange that uses those custom field types.
    • The Roll-Up Summary option is only available on certain objects.
    • Field types correspond to API data types. For more information, see “API Data Types and API Field Types” in the Web Services API Developer's Guide.
  4. For relationship fields, choose the object that you want to associate with it.
  5. Enter a field label.

    The field name is automatically populated based on the field label you enter. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API. For more information, see Guidelines for Using Merge Fields.

    Tip
    Ensure that both the custom field name and label are not identical to the name and label of any existing standard or custom field for that object. Identical values may result in unexpected behavior when you reference that name in a merge field.
    • If a standard field and custom field have matching names or labels, the merge field displays the value of the custom field.
    • If two custom fields have matching names or labels, the merge field may not display the value of the field you expect.
    For example, if you create a field label called Email, the field name automatically populates as Email__c. If you also have a standard field with the label Email, the merge field may not be able to distinguish between the standard and custom field names. Make both the custom field name and label unique by adding a character to each, such as Email2 and Email2__c, respectively.
  6. Enter any field attributes.
  7. For relationship fields, optionally create a lookup filter to limit the valid values and lookup dialog results for the field.
  8. Click Next to continue.
  9. In Enterprise, Unlimited, and Developer Editions, specify the field's access settings for each profile, and click Next.
    Access LevelEnabled Settings
    Users can view and edit the field.Visible
    Users can view but not edit the field.Visible and Read-Only
    Users can't view or edit the field.None
    Note
    • When you create a custom field, by default the field isn't visible or editable for portal profiles, unless the field is universally required.
    • Profiles with “View Encrypted Data” permission are indicated with an asterisk.
  10. Choose the page layouts that should display the field as an editable field.

    The field is added as the last field in the first two-column section on the page layout. For long text area fields, the field is added to the end of the first one-column section on the page layout. For user custom fields, the field is automatically added to the bottom of the user detail page. For universally required fields, you cannot remove the field from page layouts or make it read only.

  11. For relationship fields, choose whether to create a related list that displays information about the associated records. You can choose to put the related list on any page layouts for that object.

    To change the label of the custom related list as it will appear on the page layouts of the associated object, edit the Related List Label.

    To add the new related list to page layouts that users have already customized, check Append related list to users’ existing personal customizations.

  12. Click Save to finish or Save & New to create more custom fields.
Note
Creating fields may require changing a large number of records at once. To process these changes efficiently, Salesforce may queue your request and send an email notification when the process has completed.
jeremy gibsonjeremy gibson
Steve,
I've followed your instructions, many thanks for them.
I have attached an image of the menu when I try to customize Activities; as you will see no Activities Custom Fields. Do I need to enable a feature, or is this a restruction of Group Edition, if so its strange as I can add customer fields to Accounts or Contacts without a problem.
REgards
JeremyUser-added image
Steve MolisSteve Molis
 Hi Jeremy, I think we're 1 post off from each other.  If you read my last post custom fields cannot be added to the Activity object in GE.  You will need to create a new field on the custom "Task" object that you created, using the steps in my most recent post.  Then using the Page layout editor you can manipulate where the new field is located on the custom "Task" object page layout.
jeremy gibsonjeremy gibson
Steve,
I'm starting to think this is not possible in Group Edition.
I have created the field called 'Category' on the custom Task object.
If I then scroll to the Page layout editor (see layout on right of attached image) the original Task fields are unavailable. The image on the left is where I wish to place 'Category' just below 'Priority' in the standard offering.

The two layouts seem to be totally different and I don't want to have to build a totally custom page to match the standard fields that ship with the product.

Jeremy

User-added image
Steve MolisSteve Molis
 Hi Jeremy,
I think there's some confusion here between standard objects, custom objects, standard fields, custom fields, and page laytouts.  

In GE you CANNOT create a custom field on the standard Activity (Task/Event) object.  
In your post you said that you've create a a Custom Object which you also called "Tasks".  This custom object is completely independant from the standard Activity(Task/Event) object, and does not share any fields, page layouts, etc.  They have absolutlely no relation to each other in SFDC whatsoever. 
 
jeremy gibsonjeremy gibson
OK, so there we have it.....In GE you CANNOT create a custom field on the standard Activity (Task/Event) object. I guess I will have to await v11 or similar for enhancements.

Its hard to imaging why SF enablle creation of custom fields on standard Accounts & Contacts but not Tasks given the code capabilities exist. I've also noticed some other inconsistencies when Editing of layouts is/is-not allowed for similar views. Given SF has been out for years I'm surprised things are not more synchronised in the SF quality assurance team.

Thanks for your help on this one all-be-it a dead end..
jeremy