[SalesForce] How to add fields to “New Event” under “Activity” tab in Lightning

I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity:

However, it appears this component is a static, non-customizable component because when I click on it in Builder, I only see this:

One forum post suggested that one cannot customize this component and therefore cannot add custom fields.

Another post suggests it is possible by editing the Global Action Layout, but this only changed the Global Action for Classic UI.

How can I make available a custom "New Event" layout in Lightning Experience under the "New Event" tab?

Best Answer

You can't edit the Activity Publisher component, but you can change the set of tabs that appear therein. They're Quick Actions.

You can control which Quick Actions appear in the Activity Publisher by editing the "Salesforce Mobile and Lightning Experience Actions" section of the page layout assigned for the relevant record type/profile combination. It's not editable from Lightning App Builder.

Note that the Mobile and Lightning Experience Actions section is "digested" by the Lightning Experience to generate both the Activity Publisher tabs and actions that appear in the button bar on the record page. Actions that publish Activities (Events and Calls) will automatically be routed to the Activity Publisher, and will appear in the same order they're shown in the Mobile and Lightning Experience Actions section.

You can create new Quick Actions, and edit existing ones, in Object Manager under Buttons, Links, and Actions for an object. Edit the Quick Action Layout to add or remove fields from display, or add Predefined Field Values to prepopulate fields whether or not they're shown on the layout.

Related Solutions

[SalesForce] Global Action not showing up on User Profile Page

I have not personally tried this, but I know the User object isn't "normal". For instance, it doesn't support workflows, or inline editing on the page layout, and has locked areas on the page that can't be moved around. My suspicion is that this truly is not implemented yet, but have nothing to confirm that.

[SalesForce] Call Global Action in Salesforce1 VisualForce Page

Unfortunately there isn't currently a way to assign an action to a button. sforce.one.createRecord() uses the standard page layout for the profile/record type, not an action layout.

You could fake it out by creating a Visualforce page that dynamically generates the form based on the action layout, something like this (this is a lead because it's code I had on hand, you can do something similar for your New Event action):

public class QuickCreateController{
    public final ApexPages.StandardController stdController;
    public Lead newLead = new Lead();
    public Map<string, boolean> requiredMap {get;set;}

    public QuickCreateController() {}

    public QuickCreateController(ApexPages.StandardController stdController) 
    { 
        this.stdController = stdController;
        this.newLead = (Lead) stdController.getRecord();

        // Workaround for DescribeLayoutItem.required attribute apparently not
        // accessible in VF page (bug?): storing the required flags in a map.
        requiredMap = new Map<string, boolean>();
    }

    // Get the list of fields in the NewLead global action.
    public List<QuickAction.DescribeLayoutItem> getActionFieldList()
    {
        List<QuickAction.DescribeLayoutItem> fieldList = new List<QuickAction.DescribeLayoutItem>();
        QuickAction.DescribeQuickActionResult[] results = QuickAction.describeQuickActions(new String[]{ QuickAction.NewLead });

        for (QuickAction.DescribeQuickActionResult res : results)
        {
            for (QuickAction.DescribeLayoutRow row : res.getLayout().getLayoutRows())
            {
                for (QuickAction.DescribeLayoutItem col : row.getLayoutItems())
                {
                    // Ignore placeholders.
                    if (!col.placeholder)
                    {
                        fieldList.add(col);

                        // Hack to get DescribeLayoutItem.required flag in the VF page: 
                        // store it in a map, request it from the page.
                        requiredMap.put(col.label, col.required);
                    }                        
                }
            }
        }

        return fieldList;
    }

    public PageReference submitQuickAction()
    {
        PageReference p = new PageReference('/apex/QuickCreate');
        QuickAction.QuickActionRequest req = new QuickAction.QuickActionRequest();
        req.quickActionName = QuickAction.NewLead;
        req.record = newLead;

        try 
        {
            QuickAction.QuickActionResult res = QuickAction.performQuickAction(req);
            p = new PageReference('/apex/Page_To_Go_To_After_Completion);
            p.setRedirect(true);
        }
        catch (Exception ex)
        {
            ApexPages.Message myMsg = new ApexPages.Message(ApexPages.Severity.ERROR, ex.getMessage());
            ApexPages.addMessage(myMsg);
        }

        return p;
    }
}

Then your Visualforce page looks something like this:

<apex:page standardController="Lead" extensions="QuickCreateController">
<apex:form >
    <apex:pageMessages />
    <apex:repeat value="{!actionFieldList}" var="layoutItem">
        <apex:outputPanel layout="none" rendered="{!requiredMap[layoutItem.label]}"><span style="font-weight: bold; color: red">*</span> </apex:outputPanel>
        <apex:outputLabel value="{!layoutItem.label}"></apex:outputLabel><br />
        <apex:repeat value="{!layoutItem.layoutComponents}" var="layoutComponent">
            <apex:inputField value="{!Lead[layoutComponent.value]}" required="{!requiredMap[layoutItem.label]}"/>
        </apex:repeat>
    </apex:repeat>
    <apex:commandButton action="{!submitQuickAction}" value="Save" />
</apex:form>
</apex:page>

It's a hack and I don't recommend it as a solution, but I thought it was interesting to know it could be done. :-)

Best Answer

Related Solutions

[SalesForce] Global Action not showing up on User Profile Page

[SalesForce] Call Global Action in Salesforce1 VisualForce Page

Related Topic