Tuesday, September 25, 2018

Display the Resource Name (Assignees tab) on the Main Section of the Project Task Form


User likes to see the Resource in the main part of the form rather than click on the the Assignees tab of the Project Task form. Currently they only use one resource per Project Task.
 
1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Enter a name for the field on the Label.
3. Uncheck the Store Value checkbox.
4. Leave the Type field with the default value which is Free-Form Text.
5. Check the Project Task checkbox on the Applies To tab.
6. Click on the Display tab.
7. Set the Subtab field to Main.
8. Click on the Validation & Defaulting tab.
9. Set the Default Value field to {projecttaskassignment.resource}.
10. Click Save.

No comments:

Post a Comment