Don’t see Repeat Tasks on the Page Layout?

Repeat Tasks is a feature available in Summer ‘18 - versions 13.27 and above.

If you started using Precursive OBX before July 2018, ask your Salesforce Administrator to customize the Precursive OBX Task Page Layout with the Repeat Task fields.

Adding Repeat Task fields to the Precursive OBX Task Page Layout.

1. Go to the Object Manager in Salesforce Setup and select Precursive OBX Task.

2. Select Page Layouts and open the Precursive OBX Task Layout.

3. Drag and drop and new Section from the Palette onto any area of the page. We suggest below the Schedule section.

4. Edit the Section Properties:

   1. Enter Repeat for the Section Name.

   2. Select 2-Column 
      

   3. Click OK.

5. Drag and drop the following fields from the palette onto the Repeat section: 
   

   1. Repeat Frequency

   2. Repeat Interval

   3. Repeat End After Occurrences

   4. Repeat End Date

   5. Repeated Task (checkbox)

   6. Repeated Occurrences

6. Repeated Task and Repeated Occurrences should be Read-Only.

   1. Click the wrench icon next to Repeated Task and Repeated Occurrences and mark them as Read-Only.

1. Click Save to save and exit the page layout editor.