Editor's Note: We are big fans of Salesforce MVP Brad Gross and the work of his Salesforce consulting firm, Information Logistics, so we were delighted when they became a TaskRay customer. Like many MVPs, Brad is amazingly crafty when it comes to finding unique ways to solve problems in Salesforce. Brad's guest post this week cleverly demonstrates the power of interoperability between two Salesforce apps. We should not only say power, but also the simplicity of integrating two apps that are built natively on the Force.com platform. In this case Brad will show the elegance of TaskRay alongside the awesome GridBuddy built by AppBuddy.
Guest Post by Brad Gross
Integrating TaskRay and GridBuddy for easier Project Management
Both TaskRay and GridBuddy are great at their respective functionality and features. TaskRay makes it easy to create tasks against projects and then manage them visually. GridBuddy works hard to allow mass editing and viewing of Salesforce records.
For as visual TaskRay is, we needed some way to mass edit tasks in the system. With these tools and a simple formula field(s) its easy to get both. This piece will show you how to build a grid that can be called from TaskRay and show tasks tied to the particular project.
Configure Grid - Initial Setup
The first step is to create the grid in GridBuddy. For us we created a number of custom fields within the TaskRay Task object so your fields may be different. The Parent Object field should be set to TaskRay Project. We usually also set the grid to open in Edit mode and NOT in Read-Only. Makes it easier for the user.
Configure Grid - Field Selection
In the next step pick the fields that your users are going to edit more often. Just a note that you have to specify at least ONE field on the TaskRay Project object. Your users may never see it but it has to be there.
Configure Grid - Grid Filters
Next is to pick the filters. The Project records do not need to be adjusted or filtered at all. For Tasks however, the field List is definitely one to be sorted on. Also Deadline is not a bad field.
Configure Grid - Grab the URL
Once the grid is saved, launch the grid. It will show all TaskRay projects and their tasks. That's ok. We will handle the filtering in a later step. For now copy the URL.
For example the URL above ends in /apex/Grid?gname=Project%20Task%20Grid
Create Field in TaskRay Project
Now in Setup | Create | Objects click on TaskRay Project and then create a new custom Formula field with the return type Text.
In the formula field put in the FULL URL from above into the formula. It cannot be the relative link since we are asking Salesforce to switch namespaces from TaskRay to GridBuddy.
Here is our formula: HYPERLINK("PLACE YOUR URL HERE&id="+Id , "Tasks in a Grid")
For us the formula is: HYPERLINK("https://il--gblite.na11.visual.force.com/apex/Grid?gname=Project%20Task%20Grid&id="+ Id , "Tasks in a Grid")
Add field to TaskRay Project Field Set
For the field to show up in the TaskRay Project detail window you need to edit the Field Set for the TaskRay Project object. On the object page scroll down to the Field Sets section and add the new field to the list.
Repeat for TaskRay Task
Repeat the above field creation for the TaskRay Task object, so that your users can access the grid from both the project and the task detail windows.
Launch Project Grid
Now watch the fun! From any TaskRay Project or Task click on the field Tasks in a Grid and watch the grid pop-up filtered to tasks just to that project.
Project Grid for a Single Project
Love Brad's TaskRay & GridBuddy customizations? Contact Brad & his team at Information Logistics here to see how they can help you customize TaskRay to meet your specific business needs.