Enable the Activities Subtab in Assets

You can expose the Activities subtab in the Edit Asset page to let salespeople associate activities with assets. You must expose asset fields in the activities pages to display the asset information for the activity.

By default, the Activities subtab doesn't appear in the Edit Asset page.

Here's how to show the Activities subtab in the Edit Asset page:

  1. Ensure you're working in an active sandbox.

  2. Navigate to Application Composer, in the Configuration category.

  3. In the navigation tree, expand Standard Objects, expand Asset, and click Pages.

  4. Ensure that the Application Pages tab is selected.

  5. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the duplicate icon.

  6. Enter a new layout name and click Save and Edit.

    The Details Layout page appears.

  7. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

    The Configure Subtabs dialog box appears.

  8. Move Activities from the Available Subtabs window to the Selected Subtabs window.

  9. Click OK.

  10. From the Details Layout page, click Done.

  11. Make sure that the layout status for your layout is set to Active.

  12. Test the changes as follows:

    • Navigate to Sales > Assets as a user with access to the assets pages, for example, as a salesperson.

    • Edit an asset and ensure you can see the Activities subtab in the Edit Asset page.

  13. Publish the sandbox according to your company's business practices.