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Unable to see Type in my layout for Action Plans or Action Plan Templates #66

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mfschafer opened this issue Oct 4, 2022 · 2 comments
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bug Something isn't working

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@mfschafer
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mfschafer commented Oct 4, 2022

It looks like I am unable to see the Type field when creating or editing an Action Plan or Action Plan Template.

To Reproduce

  1. Go to 'Action Plans' or 'Action Plan Templates'
  2. Select 'New'
  3. Type is missing in the table.

Expected behavior
Based on screenshots I would think I should see the Type field.

Screenshots
image

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:
image

@mfschafer mfschafer added the bug Something isn't working label Oct 4, 2022
@dschach
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dschach commented Mar 6, 2023

Type won't be visible by default in new orgs. Check field level security.

@tschug
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tschug commented Nov 17, 2023

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.

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3 participants