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Declarative Tasks

Declarative Tasks

Create Custom tasks per Sobject and generate with a global action

Support for all ‘whatid’ objects on Task. Support for all writeable standard fields. Except ‘call duration’ Support for custom fields - Instructions below.

Lookup fields for ‘whoid’, and ‘ownerid’ not supported yet.

TODO:

  • Verify and test all standard fields - Test insert against all supported Sobject record types
  • Create success/error in controller/VF Page
  • Create Documentation on

How to use:

  1. Install app
  2. Create a template for a task record in Custom Metadata types - Declarative task
  3. Add global action - Declarative Task to page layout
  4. click button to generate task based on custom metadata type record