How to customize Visual Task Board (VTB) preview pane layout and card click behavior?
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4 hours ago - last edited 4 hours ago
Hello everyone,
I am looking for some technical guidance regarding the configuration of Visual Task Boards (VTBs) in the Classic UI. I have two specific requirements that I am trying to implement, but I am hitting limitations with the OOTB AngularJS application.
Requirement 1: Customizing the VTB Details Pane When clicking on a task's Short Description on a VTB card, it opens the VTB Details preview modal.
Is there any supported way to hide the standard "Due Date" field from this specific modal view?
Additionally, is there a way to inject or add custom fields into this same preview pane?
Requirement 2: Altering Click Routing on VTB Cards Currently, clicking the Task Number on a card opens the standard record form, while clicking the Task Name opens the VTB Details preview pane.
Is there any OOTB configuration or System Property that allows us to change this behavior so that clicking the Task Name also redirects the user directly to the standard form view?
I am aware that heavily modifying the VTB UI macros/scripts is not a best practice due to upgrade risks, I am just curious if such a thing is even possible at the moment.
And if not, I was thinking to submit an idea to SN.
Thanks
Miro
