Board Hierarchy fields are not added to layouts and fieldsets by default.
| Salesforce User Permissions Required |
|---|
| To create and edit Force.com sites: | Customize Application |
Enable Board Hierarchy
The following steps are to be completed by your Salesforce Administrator:
Extend custom fields to Precursive OBX Board page layout:
Navigate to Setup | Object Manager | Precursive OBX Board (Object) | Page Layout
Locate custom field Parent and drag and drop into Related To section
Locate custom field Related Boards(All) and drag and drop into Related List section
Add the Parent Lookup field to the Precursive OBX Board Edit Modal Field Set
Add the Parent Lookup field to the Precursive OBX Board Record Detail Pane Field Set
Considerations for Large Board Hierarchies
To allow customers to build large Board Hierarchies (with > 500 Boards) we allow you to build a Board Hierarchy within Batch Apex or other Asynchronous executions. Hierarchy Rollups do not run in asynchronous execution which makes these operations much faster with reduced execution overhead.
As Board Hierarchy Roll Ups are not run when each Board is created it is therefore critical to run the Board Hierarchy Rollup Batch once the Board structure has been built. This is exposed in Apex via the TaskfeedApexAPI class.
TaskfeedApexAPI.execBoardHierarchyRollupBatch(Set<String> ultimateParentIds, Integer batchSize)
UltimateParentIds is a set of Board Ids for the Ultimate Parent which is the Board expected to be at the very top of the Hierarchy. This will process each Board Hierarchy in batches provided by the batchSize attribute (Recommended providing batchSize of 1 to ensure each Batch has sufficient processing limits available).
