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Conga Support

Manage Activities

Problem

ActionGrid functionality is limited with the ActivityHistory and OpenActivity objects. For example, you may not be able to add in place. However, these objects are frequently used when replacing default related lists on page layouts.

Solution

While ActionGrid can display data from the ActivityHistory and OpenActivity objects, Salesforce considers these read-only objects. They are special objects referred to as Views because they combine data from the Task and Event objects. In most cases we recommend using the Task and Event objects directly and in separate grids. However, the disadvantage with this approach is that ActivityHistory and OpenActivity users are often unfamiliar with it. If you want to use the ActivityHistory and OpenActivity objects, be aware of the following limitations.

  1. Adding in place is currently disabled because you must specify if the row is a Task or Event.
  2. Editing in place currently works but is designed to update the underlying Task or Event.
  3. Users without View all Data access will receive SOQL errors when trying to use ActivityHistory or OpenActivity objects.
  4. ActivityHistory and OpenActivity records can only be used as related lists due to SOQL limitations with Read-Only Objects.

You can use the Visualforce page creation wizard in ActionGrid Setup to create an OpenActivity or ActivityHistory Visualforce page. Here are the critical attributes to define in the Visualforce page:

  • standardController: Specify the page layout object.
  • ObjectName: Set this to OpenActivity or ActivityHistory.
  • FKName and FKValue: Set these according to the page layout object and relationship.
  • FKRelationship: Required. Specify the relationship name, depending on OpenActivities or ActivityHistory and the page layout. This attribute is specific to Read-Only Objects. It also applies to objects such as NotesAndAttachments.

Examples:

<apex:page standardController="Account" showHeader="false" docType="html-4.01-strict">
<c:Grid ObjectName="OpenActivity" FKName="AccountId" FKValue="{!Account.Id}" FKRelationship="OpenActivities" />
<c:DrillUp />
</apex:page>
<apex:page standardController="Account" showHeader="false" docType="html-4.01-strict">
<c:Grid ObjectName="ActivityHistory" FKName="AccountId" FKValue="{!Account.Id}" FKRelationship="ActivityHistories" />
<c:DrillUp />
</apex:page> 

To approximate an ActionGrid of Events or Tasks that shows the same data as the ActivityHistory view, create a saved view with the following filter criteria:

  1. Task Closed field is true.
  2. Due Date is in the past.

To approximate an ActionGrid of Events or Tasks that shows the same data as the OpenActivity view, create a saved view with the following filter criteria:

  1. Task Closed field is false.
  2. Due Date is in the future.