Adding Members to Visual Task Board

[gauravsachdev]

While adding members to a visual task board, it does not accept UID (user id) of the member (perhaps we need to enter user's full name in order to add). It makes lot difficult to add each and every member by their full name.

Is there a way to add members in Visual Task Boards using user id and not by searching names? Also, while we create multiple task board, it becomes a recursive process of   adding members to each board.

Also, is there a way we can configure the list to add members to also support groups such that group members are automatically added to the task board upon adding a group?

[arya6]

Hi Gaurav,

Via the interface you will have to search for each member by display name, if you wanted to automatically add users from a group for example, you could write business rule.

The Task board is backed by the following key tables:

- vtb_board (the record for the board itself)

- vtb_board_member (the relationship between a user and board)

If you had something to constrain your business rule, perhaps something specific in the name, you could run a Business rule on insert of a "vtb_board" that creates the necessary "vtb_board_member" records.

Hope that helps,

Arya