How to add fields to “New Event” under “Activity” tab in Lightning?
I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity:
However, it appears this component is a static, non-customizable component because when I click on it in Builder, I only see this:
One forum post suggested that one cannot customize this component and therefore cannot add custom fields.
Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.
How can I make available a custom "New Event" layout in Lightning Experience under the "New Event" tab?
lightning-experience custom-field activities global-actions
asked 4 hours ago
Swisher Sweet
1,90011338
add a comment |
I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity:
However, it appears this component is a static, non-customizable component because when I click on it in Builder, I only see this:
One forum post suggested that one cannot customize this component and therefore cannot add custom fields.
Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.
How can I make available a custom "New Event" layout in Lightning Experience under the "New Event" tab?
lightning-experience custom-field activities global-actions
asked 4 hours ago
Swisher Sweet
1,90011338
add a comment |
I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity:
However, it appears this component is a static, non-customizable component because when I click on it in Builder, I only see this:
One forum post suggested that one cannot customize this component and therefore cannot add custom fields.
Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.
How can I make available a custom "New Event" layout in Lightning Experience under the "New Event" tab?
lightning-experience custom-field activities global-actions
asked 4 hours ago
Swisher Sweet
1,90011338
I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity:
However, it appears this component is a static, non-customizable component because when I click on it in Builder, I only see this:
One forum post suggested that one cannot customize this component and therefore cannot add custom fields.
Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.
How can I make available a custom "New Event" layout in Lightning Experience under the "New Event" tab?
lightning-experience custom-field activities global-actions
lightning-experience custom-field activities global-actions
asked 4 hours ago
Swisher Sweet
1,90011338
asked 4 hours ago
Swisher Sweet
1,90011338
asked 4 hours ago
Swisher Sweet
1,90011338
asked 4 hours ago
Swisher Sweet
1,90011338
asked 4 hours ago
Swisher Sweet
1,90011338
1,90011338
add a comment |
add a comment |
1 Answer
1
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oldest
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You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions.
You can control which Quick Actions appear in the Activity Publisher by editing the "Lightning and Mobile Quick Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
Note that the Lightning and Mobile Quick Actions section is "digested" by the Lightning Experience to generate both the Activity Publisher tabs and actions that appear in the button bar on the record page. Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Lightning and Mobile Quick Actions section.
You can create new Quick Actions, and edit existing ones, in Object Manager. Edit the Quick Action Layout to add or remove fields from display, or add Predefined Field Values to prepopulate fields whether or not they're shown on the layout.
answered 3 hours ago
David Reed
30.1k61746
add a comment |
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1 Answer
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1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions.
You can control which Quick Actions appear in the Activity Publisher by editing the "Lightning and Mobile Quick Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
Note that the Lightning and Mobile Quick Actions section is "digested" by the Lightning Experience to generate both the Activity Publisher tabs and actions that appear in the button bar on the record page. Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Lightning and Mobile Quick Actions section.
You can create new Quick Actions, and edit existing ones, in Object Manager. Edit the Quick Action Layout to add or remove fields from display, or add Predefined Field Values to prepopulate fields whether or not they're shown on the layout.
answered 3 hours ago
David Reed
30.1k61746
add a comment |
You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions.
You can control which Quick Actions appear in the Activity Publisher by editing the "Lightning and Mobile Quick Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
Note that the Lightning and Mobile Quick Actions section is "digested" by the Lightning Experience to generate both the Activity Publisher tabs and actions that appear in the button bar on the record page. Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Lightning and Mobile Quick Actions section.
You can create new Quick Actions, and edit existing ones, in Object Manager. Edit the Quick Action Layout to add or remove fields from display, or add Predefined Field Values to prepopulate fields whether or not they're shown on the layout.
answered 3 hours ago
David Reed
30.1k61746
add a comment |
You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions.
You can control which Quick Actions appear in the Activity Publisher by editing the "Lightning and Mobile Quick Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
Note that the Lightning and Mobile Quick Actions section is "digested" by the Lightning Experience to generate both the Activity Publisher tabs and actions that appear in the button bar on the record page. Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Lightning and Mobile Quick Actions section.
You can create new Quick Actions, and edit existing ones, in Object Manager. Edit the Quick Action Layout to add or remove fields from display, or add Predefined Field Values to prepopulate fields whether or not they're shown on the layout.
answered 3 hours ago
David Reed
30.1k61746
You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions.
You can control which Quick Actions appear in the Activity Publisher by editing the "Lightning and Mobile Quick Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.
Note that the Lightning and Mobile Quick Actions section is "digested" by the Lightning Experience to generate both the Activity Publisher tabs and actions that appear in the button bar on the record page. Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Lightning and Mobile Quick Actions section.
You can create new Quick Actions, and edit existing ones, in Object Manager. Edit the Quick Action Layout to add or remove fields from display, or add Predefined Field Values to prepopulate fields whether or not they're shown on the layout.
answered 3 hours ago
David Reed
30.1k61746
answered 3 hours ago
David Reed
30.1k61746
answered 3 hours ago
David Reed
30.1k61746
answered 3 hours ago
David Reed
30.1k61746
30.1k61746
add a comment |
add a comment |
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