Add Fields to Project Page Layouts [Admin]
The final part of setup is to make sure that the following fields are added to the desired TaskRay Project Page Layouts: Available for External Sharing and External Sharing Link. These fields are necessary to control which projects are shared externally and to generate the link that can be shared with external users.
To add the fields to the TaskRay Project Page Layout:
- From Setup, navigate to:
- Lightning: Objects and Fields | Object Manager | TaskRay Project
- Classic: Create | Objects | TaskRay Project
- Click Page Layouts.
- Select the page layout where you'd like to add the fields.
- Move the Available for External Sharing and External Sharing Link fields onto the page layout.
- Click Save.
