1. TaskRay
  2. TaskRay Guide
  3. Installation

Post Installation: View in TaskRay Button Solution

Note: This feature is available to the following product editions: 
  • Starter
  • Standard
  • Premium

This applies to Group and Professional Editions of Salesforce.

With the introduction of Salesforce Communities, URL parameters are now dependent on the Salesforce edition. This dependency caused the View in TaskRay button to stop working for Group and Professional Editions. We have notified Salesforce and will continue to monitor for changes that will allow us to publish a URL that works for all editions. In the meantime, here is a workaround for our Group and Professional Edition customers.

 

Create Button for TaskRay Tasks [Admin]

  1. From Setup, navigate to:
    • Lightning: Objects and Fields | Object Manager
    • Classic: Create | Objects
  2. Select TaskRay Task.
  3. Scroll to the Buttons, Links, and Actions related list and click New Button or Link.
  4. Enter View in TaskRay for Label and click Tab key (Name will automatically populate).
  5. Select Detail Page Button for Display Type.
  6. Select Display in existing window without sidebar or header for Behavior.
  7. Leave URL as the Content Source.
  8. In the formula box, insert: {!URLFOR('/apex/TASKRAY__trtaskboard?taskid='+TASKRAY__Project_Task__c.Id+'&projectid='+TASKRAY__Project_Task__c.TASKRAY__ProjectId__c)}
  9. Click Save.

 

Add Button to Task Page Layout [Admin]

  1. Return to TaskRay Task object.
  2. Scroll to the Page Layouts related list and click Edit next to Project Task Layout.
  3. Click Buttons and drag new View in TaskRay to Custom Buttons section of page layout.
  4. Remove the original View in TaskRay button.
  5. Click Save.

 

Create Button for TaskRay Projects [Admin]

  1. From Setup, navigate to:
    • Lightning: Objects and Fields | Object Manager
    • Classic: Create | Objects
  2. Select TaskRay Project.
  3. Scroll to the Buttons, Links, and Actions related list and click New Button or Link.
  4. Enter View in TaskRay for Label and click Tab key (Name will automatically populate).
  5. Select Detail Page Button for Display Type.
  6. Select Display in existing window without sidebar or header for Behavior.
  7. Leave URL as the Content Source.
  8. In the formula box, insert: {!URLFOR('/apex/TASKRAY__trtaskboard?&projectid='+TASKRAY__Project__c.Id)}
  9. Click Save.

 

Add Button to Project Page Layout [Admin]

  1. Return to TaskRay Project object.
  2. Scroll to the Page Layouts related list and click Edit next to Project Layout.
  3. Click Buttons and drag new View in TaskRay to Custom Buttons section of page layout.
  4. Remove the original View in TaskRay button.
  5.  Click Save.