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Mark Complete button on Tasks
A Mark Complete button on tasks whenever they appear would save 1) clicking edit, 2) clicking the status drop-down, 3) clicking Complete, 4) clicking Save
I know that you can click the X if you go to your tasks on the home page, but the ability to Mark Complete should be easily accessible any time a task is on the screen.
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msnowden_old 06/08/07 |
this would be great! |
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Odette 06/19/07 |
Another simple but effective idea. We would use this. |
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jhkeener 06/19/07 |
A custom button and an s-control could accomplish this. |
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amiotto 06/21/07 |
It's an important feature |
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jhkeener 06/22/07 |
I've created a simple s-control that can accomplish this using a custom button on a task. The s-control is hard-coded to use the status of "Completed" when it executes. The link on appExchange for this is https://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000003evaJAAQ |
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keystin 06/27/07 |
They should also do this for events so that they can remove them from calendar when completed. |
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mwilliams 07/10/07 |
Agree 100% |
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malimited 07/17/07 |
Is there a price for this. It just says see pricing info, but there is no pricing info available. |
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J_Keener 07/17/07 |
No, the code is free. You should be able to click the "Get it now" button. |
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ee@ericedmeades.com 07/26/07 |
Yes, for events and tasks. It would also be cool if, when you click 'complete' you could then enter notes about the event/task you just completed. |
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Mark_Abramowitz 07/27/07 |
J_Keener - I installed the Mark Task Completed 1.0 application but get an error when trying to use it. What is the scontrol supposed to do? When clicked take the user to the Task Edit page with Status set to Completed? This would be consistent with the "CLS/Close" functionality on the Open Activities related list. |
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Reid_Maulsby 07/30/07 |
In stead of having an extra button cluttering up the screen, I think the link should be next to the current status, stating "(Mark as Complete)" much like you see for changing a record owner. |
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agluewvrs 09/05/07 |
How about an email notification option to the original task creator to let them know the task was closed? |
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RikvdW 10/08/07 |
I have written a simple Javascript and defined a custom button to close/complete a task. Settings: Display Type: Detail Page Button Behavior: Execute Javascript Content Source: OnClick Javascript Javascript: {!REQUIRESCRIPT("/soap/ajax/8.0/connection.js")} // Check whether Task is already completed if ( "{!Task.Status}" == "Completed" ) { alert ("Task already completed"); } else { var t = new sforce.SObject("Task"); t.id = "{!Task.Id}"; // Update status and date t.Status = "Completed"; t.ActivityDate = new Date(); var result = sforce.connection.update([t]); if (result[0].getBoolean("success")) { // Refresh window window.location.reload(); } else { alert("Failed to Close Task"); } } |
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werewolf 10/15/07 |
The above Scontrols are good. Also, in the Winter '08 release, you'll be able to use Inline Editing to edit that status in-place without having to go to an edit screen, so that should help. |
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me 10/22/07 |
There is no S-Control necessary. You can realize this with one single URL and a custom button. |
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RikvdW 11/28/07 |
Hi me, your are correct you can also use an URL (.../e?close=1), however, this opens the tasks in edit-mode. I wanted a one-click solution to close the task. Werewolf, the new Inline Editing is great! But, not work for the Status field of a Task :-( |
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jimit 12/17/07 |
RikvdW, Your code looked like an acceptable work-around for the lack of functionality, but unfortunately I get an error that API is disabled for my organization. Would the URL work-around work in professional edition? Also, is there not a standard way to check when an activity is completed? Last Modified date doesn't seem like it would always be accurate to me. The Mark as Complete button seems like an obvious solution that should have been implemented from the start. |
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megaforce Jan 24 |
yes please! |
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foster Feb 1 |
Check out the app exchange for a solution to this issue. The app is called Mark Complete 1.0. Head to: http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000004JrObAAK |
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CKZhou Jul 16 |
Can we build a button for the activity list view? so the user can select multiple records/tasks at one time and click the button to close them all at once. |
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gmt Sep 19 |
This is the right way to go. The "X" on the home page makes one think that the task is already complete. |
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1337crm Sep 22 |
RikvdW: Thanks for the Java! Works GREAT! |
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jdk470 Sep 26 |
Especially for the home page X - it should be one click complete w/ Ajax removing the completed task moving up the remaining open tasks. This would save me at least 5 min / day given high task usage. |
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anya Oct 30 |
Seems like simple code would do this - but for those of us who do not have access to the AppExchange, isn't there a way to use SControl or JavaScript that doesn't rely on AppExchange? |
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Jakester Oct 30 |
You mean like the javascript that RikvdW posted above on 10/8/07? |
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anya Oct 30 |
Hi - thank you for your reply - IT would be great to be able to use that script! As far as I know, that script relies on: {!REQUIRESCRIPT("/soap/ajax/8.0/connection.js")} which in Group edition I cannot access. Even if I install and add the button, when executing it it errors out because of the edition we are using. So my question is to try to find a way to do this in my version.... Thank you again. I hope I am phrasing my question correctly.... Anya |
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Jakester Oct 30 |
Sorry, I don't know what limitations Group Edition has - good luck finding a solution, though! :-) |
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