Power Share Configurable Fields

Customized fields allows you to see the most relevant information in the Summary View for Power Share when browsing notes.

Configuration

To customize the fields add the required fields to a new field set TR1__Power_Share_Summary_View on the Task object.

1. Navigate to Setup > Object Manager > Task > Field Sets.
2. In the Power Share Summary View row click the dropdown and select Edit.
3. Choose your desired field (EX: Due Date), drag and drop that into the In the Field Set section.
   • Repeat this step for all fields you would like to appear in the Power Share Summary View.
4. Click Save.