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Declarative Tasks

Create Custom tasks per sobject and generate with a global action

Support for all WhatID objects on Task. Support for all writeable standard fields. Except callduration Support for custom fields - Instructions below.

Lookup fields for whoid, and ownerid not supported yet.

TODO:

  1. Verify and test all standard fields - test insert against all supported sobject record types
  2. Create success/error in controller/VF Page

How to use:

  1. Install app
  2. Create a template for a task record in Custom Metadata types - Declarative task
  3. Add global action - Declarative Task to page layout
  4. click button to generate task based on custom metadata type record