Can we keep action/task panel open (expanded) for all users in a section by default?

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Dear Krishna,

 

Information about whenever the panel is opened or not is stored in SysProfileData table. The key for the data will be like 

ActionsDashboard_SectionName. By default it is expanded, so you can delete all data from the table for key = ActionsDashboard_SectionName if you need to do it once or build a process on an entity if you need to make it permanent (for example). 

 

Best regards,

Angela

Dear Krishna,

 

Information about whenever the panel is opened or not is stored in SysProfileData table. The key for the data will be like 

ActionsDashboard_SectionName. By default it is expanded, so you can delete all data from the table for key = ActionsDashboard_SectionName if you need to do it once or build a process on an entity if you need to make it permanent (for example). 

 

Best regards,

Angela

Angela Reyes,

Thanks Angela; It worked

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When I create a task with the buttons in the Task Panel. Is there a way to immedietly add more connections from my record, without me having to put them in manually?

 

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Dear Julius,

You can add a business process that will be triggered on creating new activity and make it connect this activity to the records needed.

Best regards,

Angela

Angela Reyes,Great! Thanks!

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