1. TaskRay
  2. TaskRay Guide
  3. Customizations

Exclude Modal Tabs

New Feature Alert! These features are part of the October 2021 Release and will be available in Sandboxes and on the AppExchange on October 9. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on November 6.

In TaskRay, it is possible to exclude different tabs in the modal . This can be done on the Project, Task Group, and Task level to streamline visibility. You might not use certain tabs and can hide them from your users' view. To configure this customization, you will need to access the TaskRay Global Settings and specify which tab(s) you would like to exclude. You can set this up globally, to set same views for all TaskRay users, or you can tailor this to specific users or profiles.  

 

Note: This a Premium Edition Feature and requires a System Administrator profile to set up

 

Exclude Modal Tabs Globally

You can set this up globally, so all licensed TaskRay users have the same view. 

  1. From Setup, navigate to:
    • Lightning: Custom Code | Custom Settings.
    • Classic: Develop | Custom Settings.
  2. Click Manage next to TaskRay Global Settings.
  3. Locate the Excluded Project Tabs, Excluded Task Group Tabs, or Excluded Task Tabs setting and enter the tabs you would like to hide

Acceptable values for each object is listed below:

Project

  • Chatter
  • Files
  • Team
  • Insights
  • On-Hold
  • FluxPlanner
  • Quip
  • Box
  • GridBuddy
  • CustomTab1
  • CustomTab2

Task Group

  • Chatter
  • Files

Tasks

    • Chatter
    • Files
    • Checklist
    • Time
    • FluxPlanner
    • Quip
    • Box
    • GridBuddy
    • CustomTab1
    • CustomTab2
Note: When entering tabs you would like to exclude, be extra mindful of spelling, capitalization and separating values by commas only (no spaces). For example if you wanted to exclude the Chatter, On-Hold, and Team tab from the Project modal it would look like this:

Image_2021-09-30_at_3.49.49_PM.jpg

Exclude Modal Tabs for Specific Users or Profiles

If you would like to tailor this even more so that you restrict the view for specific users or profiles you can create a hierarchical custom setting to further control this feature.

For this example, you may want to streamline the views for your community users. Your community users do not need visibility to the Chatter tab on the Project modal, the Chatter and Files tab on the Task Group modal, and the Chatter, Checklist, and Time tabs on the Task modal.

To set that up, 

        1. From Setup, navigate to:
          • Lightning: Custom Code | Custom Settings.
          • Classic: Develop | Custom Settings.
        2. Click Manage next to TaskRay Global Settings.
        3. Scroll to the bottom and click 'New'
        4. Select the profile or specific user you would like to restrict the views

Image_2021-09-30_at_3.52.23_PM.jpg

        1. Locate the Excluded Project Tabs, Excluded Task Group Tabs, or Excluded Task Tabs setting and enter the tabs you would like to hide

Image_2021-09-30_at_3.53.24_PM.jpg

      1.  Click Save

 

Note: Custom Hierarchical Settings do not inherit other global custom settings. Make sure other features like Enhanced Modals are still enabled