Fail to add customer field to customer_contact form in form builder

Lina66
Tera Contributor

When I try to add a custom field to customer_contact form in form builder, it failed and show error message 'Field can not be deleted as user does not have the required rights.'

error message.png

 

My instance's version is Xanadu. instance version.png

My account is System Administrator, do I need any other permission.

role.png

1 ACCEPTED SOLUTION

@Lina66 , I'll check that and update you, can you make my solution as helpful and accepted if that works you in anyway?

 

 

"If this response was useful, please select 'Accept as Solution' and mark it as 'Helpful.' This helps me provide better answers and assists the community ".

Regards,
Pradeep

View solution in original post

13 REPLIES 13

Pradeep Thipani
Mega Sage

Hi @Lina66 ,

 

You can add any OOB/Custom fields to workspace form view using form layout. flow below steps: 

 

Option-1

1)Open profile on workspace(top right)-> Select form layout under configure workspace.

PradeepThipani_0-1732506384623.png

 

 

2)Add the respective fields which wanted on workspace.

 

Option-2:

 

Open any record on Classic UI->open form layout-> Switch to specific workspace view.PradeepThipani_1-1732506384649.png

 

 

Thanks,

Pradeep

 

 

 

"If this response was useful, please select 'Accept as Solution' and mark it as 'Helpful.' This helps me provide better answers and assists the community ".

Regards,
Pradeep

Hi, thank you for your response. But I can't find form layout.

search result.png

My version is Xanadu and I have installed plugin 'Customer Service'

plugin.png

 

Hi @Lina66 ,

 

Can you share  the screenshot of record where you are trying to add custom field to form view. Open the CSM workspace and follow above steps.

 

 

"If this response was useful, please select 'Accept as Solution' and mark it as 'Helpful.' This helps me provide better answers and assists the community ".

Regards,
Pradeep

Sure, here is the steps

Step1:

step1.png

Step2:

step2.png

Step3:

step3.png

Step4:

step4.png

Step5:

step5.png

Step6:

step6.png

Step7:

step7.png

Then I can edit contact form

edit form.png

When I edit and click save, I got error message like I post in my question