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SFDO-Community / OmbudsmanCloudCare

App for Navy ombudsmen to track, resolve, and report on cases.
BSD 3-Clause "New" or "Revised" License
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v1.3: Global Action for Admin Duties #143

Closed lauraetzler closed 3 years ago

lauraetzler commented 3 years ago

More data to follow once notes are obtained.

lauraetzler commented 3 years ago

Admin Duties Solution:

First, create a picklist field under Activity object named Admin Duties with the following values:

   Meeting Attended
   Presentations/Briefs
   Trainings Attended
   Newsletter
   Social Media Maintenance
   Other Duties

Next, create a global quick action so users can access it from anywhere on Lightning with the target object: Task and action type: Create a Record. The following data are collected and added to the global action layout:

Admin Duties (Picklist)
Assigned to (User)
Subject
Due Date
Time Spent
Status
Priority
Comments

Once saved, add 'Admin Duties' to the publisher layout.

For reporting, create a custom report type of 'Users with Activities' and add 'Admin Duties' on the Users report field layout. Users will be able to select and report on fields found on the global quick action form.

Joanah's Notes <3

mkolodner commented 3 years ago

Don't need a custom report type. Just making a Tasks and Events report filtered to any that have a value in Admin Duties. Saving that in the OCC reports folder.