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It looks like I am unable to see the Type field when creating or editing an Action Plan or Action Plan Template.
To Reproduce
Go to 'Action Plans' or 'Action Plan Templates'
Select 'New'
Type is missing in the table.
Expected behavior
Based on screenshots I would think I should see the Type field.
Screenshots
Environment (please complete the following information):
Sandbox, Instance CS126
Browser: Chrome and Edge
Action Plans Version 4.2.1 originally, then we made another sandbox copy and did the full install from Github, up to 4.3 version and still not seeing tasks.
Salesforce UI: Lightning Experience
Org Edition: Unlimited
Additional Info: I do see Type in the completed Template, it is blank:
The text was updated successfully, but these errors were encountered:
Confirmed @dschach - I just did a fresh install from the AppExchange and needed to set Visible Field Level Security to the Type field on the Task object.
May be worth an update to the documentation - but I am posting here in case others encounter the same snag.
It looks like I am unable to see the Type field when creating or editing an Action Plan or Action Plan Template.
To Reproduce
Expected behavior
Based on screenshots I would think I should see the Type field.
Screenshots
Environment (please complete the following information):
Sandbox, Instance CS126
Browser: Chrome and Edge
Action Plans Version 4.2.1 originally, then we made another sandbox copy and did the full install from Github, up to 4.3 version and still not seeing tasks.
Salesforce UI: Lightning Experience
Org Edition: Unlimited
Additional Info: I do see Type in the completed Template, it is blank:
The text was updated successfully, but these errors were encountered: