If I had a dollar for every person who asked about Field Sets, I could buy a remote controlled tarantula.
Since the rest of the Bracket Labs team will be unnerved if I start chasing them through the office using a remote controlled monster-spider, I put together an FAQ for Field Sets as a more productive outlet for these dangerous thoughts.
While I haven't given up my dream, I've only been on the team 2 months - it's a little premature to be having HR meetings.
What is a Field Set?
"A Field Set is a grouping of fields" according to Salesforce. In TaskRay, it's what we reference to display fields on the Project or Task.
When do I need to use Field Sets with TaskRay?
Any time you need to add or remove a field from this view - make the changes in the Field Set.
Where do I find Field Sets?
Location depends on whether the Field Set is on a custom or standard object.
Field Sets are a related list on your custom object record. This is where to find the TaskRay Field Sets.
Field Sets are an option under the Standard Objects menu.
How do I add a Field to a Field Set?
The page looks is similar to the Page Layout edit screen with the same drag and drop functionality for adding fields.
If you have added the field to a field set and are still not seeing it in the TaskRay view, please reach out to us at firstname.lastname@example.org. We're here to help!