TaskRay Public Dashboard - Update Project Page Layouts – TaskRay

New Feature Alert! These features are part of the March 2022 Release and will be available in Sandboxes and on the AppExchange on March 19. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on April 9.

Note: This feature is available to the following product editions:

Standard
Premium

Additionally, this feature utilizes Salesforce Sites functionality, which is available to Enterprise and Unlimited editions of Salesforce.

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: Viewable in Public Dashboard and Public Dashboard Link. These fields are necessary to control which projects are available in public dashboard and to generate the link that can be shared with external users. Additionally, you can add Public Dashboard Notes if you'd like to leave a note on the public dashboard for external users to view. This will need to be completed in Salesforce Setup.

Note: If you were previously using External Sharing, you will only need to add the Public Dashboard Notes field. The prior External Sharing fields (Available for External Sharing and External Sharing Link) have been renamed to Viewable in Public Dashboard and Public Dashboard Link respectively.

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 following fields onto the page layout.
- Viewable in Public Dashboard
- Public Dashboard Link
- Public Dashboard Notes
Click Save.