Exclude Modal Tabs

In TaskRay, it is possible to exclude different tabs in the record modals. This can be done on the Project, Task Group, and Task level to streamline visibility.

Ability to control the visible tabs within TaskRay modals can be beneficial when it comes to personalizing user experience. Out of the box, TaskRay modals display a pre-set number of tabs. However, there might be instances where not all of those tabs should be visible to all users.

Let's take a look at a couple examples of how this feature can be used:

• For internal users, one sample application of this feature could be to hide the FILES tab that is added to modals out-of-the-box. Perhaps your organization uses a different file management system and the standard TaskRay/Salesforce file management functionality does not apply. As a means to keep the workspace focused and ensure that users do not use the standard option for managing files, the Exclude Modal Tabs feature can be used to suppress visibility of the standard FILES tab.
• As another example, let's take a look at an application involving external (a.k.a. Community/Digital Experience) users. Generally, external users have a more limited visibility/access to internal data. For this example, we will assume that external users do not need to have access to the CHATTER tab that comes standard out-of-the-box. Using the Exclude Modal Tabs functionality, it becomes possible to hide the CHATTER tab on the TaskRay modals from external users.

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.  

Exclude Modal Tabs Globally [Admin]

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 (values are case sensitive):

Project

• Chatter
• Files
• Team
• Insights
• On-Hold
• FluxPlanner
• 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:

Exclude Modal Tabs for Specific Users or Profiles [Admin]

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

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

1.  Click Save