Enable the Assets List of Values in Activities

You can expose the Assets list in the Activities pages for salespeople to associate an asset with appointments, tasks, and call reports. By default, the Assets list doesn't appear in the Activities pages.

To enable the Assets list in the Activities pages:

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

2. Click Navigator > Configuration > Application Composer.

3. Expand Standard Objects and then expand Activity.

4. Click the Pages node.

5. Ensure that the Application Pages tab is selected.

6. Find the section you want to add the Assets list to. For example, to add the Assets list to the appointment details page, use the Appointment Details section in the Details Page Layouts region.

7. Within that section, duplicate the standard layout by highlighting the standard layout and clicking the duplicate icon.

8. Type a new layout name and click Save and Edit.

   The Details Layout page appears.

9. Click the edit icon to edit the Summary region.

   The Details Layout: Edit Summary page appears.

10. In the Configure Detail Form section, move the Asset field from the Available Fields box to the Selected Fields box.

11. Click Save and Close.

12. On the Details Layout page, click Done.

13. Ensure that the layout status for your new layout is Active.

14. Test the changes: Navigate to Sales > Activities as a user with access to the Activities pages, for example, as a salesperson. Edit an appointment and ensure you can see the Asset list in the Edit Appointment page.

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