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

Open mfschafer opened this issue 3 years ago • 2 comments

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 avatar Oct 04 '22 20:10 mfschafer

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

dschach avatar Mar 06 '23 07:03 dschach

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.

tschug avatar Nov 17 '23 05:11 tschug