Board Hierarchy Setup
| Salesforce User Permissions Required | |
|---|---|
| To create and edit Force.com sites: | Customize Application |
The following steps are to be completed by your Salesforce Administrator:
Extend custom fields to Taskfeed Board page layout:
Navigate to Setup | Object Manager | Taskfeed Board (Object) | Page Layout
Locate custom field Parent and drag and drop into Related To section
Locate custom field Related Boards(All) and drag and drop into Related List section
Add the Parent Lookup field to the Taskfeed Board Edit Modal Field Set
Add the Parent Lookup field to the Taskfeed Board Record Detail Pane Field Set
Taskfeed offers the ability to relate multiple boards(children) to a single board(parent) up to 5 levels. Once a lead board or Parent has been established you can select the parent lookup option upon creation of a new board or by editing an existing board.
Select Taskfeed Board or Taskfeed tab | Click on New board to launch new board options
If this is a child board, use the Parent lookup to associate this Board with its Parent and SAVE.
