Frontend
1. Actions
a. AddTask
ensure action AddTask kind: rowInsert
icon: "AddCircleOutlineRounded"
tooltip: "Salesforce"
spreadsheet: TaskSheet
b. ViewTasks
ensure spreadsheet TaskSheet
userForwardRolePermissionMap: {
'Owner': [
'Owner'
]
}
ensure layoutSpreadsheet TableLayout kind: table
columnSizeSet: ["AutoSize"]
showComps: [Id, Subject, DueDate, Status, Priority, RelatedTo, Description]
ensure action ViewTasks kind: spreadsheetEditor
icon: "RemoveRedEyeRounded"
spreadsheet: TaskSheet
layoutSpreadsheet: TableLayout
c. EditTask
ensure action EditTask kind: rowInsert
spreadsheet: TaskSheet
sendMessageToInbox: true
2. PromptAddTask
ensure root
promptMap.acceptPromptViaEmail: true
promptMap.acceptPromptViaWhatsapp: true
ensure prompt PromptAddTask
action: AddTask
promptText: "Add Task ${f:Subject}${sep}${f:DueDate}${sep}${f:Status}"
permissionRoles: [Owner]
3. Group actions
ensure group Salesforce
allowPromptAssistant: true
hideActionMenu: true
pinnedActions: [AddAccount]
actionPermission: {
'AddTask': {
'menuGroup': 'Task',
'roles': [
'Owner'
]
},
'ViewTasks': {
'menuGroup': 'Task',
'roles': [
'Owner'
]
}
}