Help! I Added A Field To The Page Layout And Can't See It In The TaskRay Tab

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.

FieldSetPic4.png

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 support@bracketlabs.com. We're here to help!

Happy Admining!