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How do i set up social pane on the task form and have it display the notes for the "Regarding"

Posted on 2014-12-27
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Last Modified: 2015-01-13
How can I get the Social Pane (Activities, Notes, Posts) to display on the Task form and have it show notes, etc. for the "Regarding" field?
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Question by:foxhelp
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by:Feridun Kadir
ID: 40520235
I don't think there is a way to do that without resorting to development.
The social pane control doesn't apply to activities.

You could create a Quick View form for the regarding field (but you need a Quick View form for each entity type that you might use in Regarding) that shows the Social Pane and then add that form to the task form.

However, I would suggest educating users to click on the Regarding field where they can see everything to do with the regarding record.
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by:foxhelp
ID: 40520864
Thanks for the response but it looks like the Quick View form is only for viewing and I wanted to be able to see the activities and enter notes right from the task form for the contact.  Do you know if there is a way to link the notes and activities to the task?
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Feridun Kadir earned 500 total points
ID: 40523291
I don't think so without resorting to custom development.
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