What is this component and why did we build it?
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Create a Task Template or Event Template Custom Metadata Type to represent a future Task or Event to be created by the component. Important field for the Task Template and Event Template Custom Metadata Type are:
- Template Lookup: This is a lookup field which contains the Label of the Template Lookup. This is the field which associates the Task or Event Custom Metadata Type data with a Template Lookup Metadata Type which was discussed above. Any number of Tasks or Events may be associated with a single Template Lookup.
- Days Until CreatedScheduled: This is a number which represents the days from the time of Task or Event creation until the ActivityDate of the Task or Event. If this field is left blank or contains text which cannot be converted to a number then the system defaults to 14 days.
- Leave Blank: These are for the Event Template and represent the meeting StartTime and EndTime. These are current fix and set in the system, so these should be left blank. If values are entered here, it has no functional impact.
The remaining fields for these two Metadata Types are standard Task or Event fields. These fields contain the future field values which will be used to create the Tasks or Events when the are created by the component.
To Use the component:
Place the Task Template component on the page.
If the design file is selected to This Object Only, Then the only available templates are the ones designated for the Account Object.
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