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11-24-2024 06:17 PM - edited 11-24-2024 06:20 PM
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.'
My instance's version is Xanadu.
My account is System Administrator, do I need any other permission.
Solved! Go to Solution.
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Customer Service Management
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11-25-2024 12:44 AM
@Lina66 , I'll check that and update you, can you make my solution as helpful and accepted if that works you in anyway?
Regards,
Pradeep
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11-24-2024 07:47 PM
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.
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.
Thanks,
Pradeep
Regards,
Pradeep
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11-24-2024 09:25 PM
Hi, thank you for your response. But I can't find form layout.
My version is Xanadu and I have installed plugin 'Customer Service'
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11-24-2024 09:34 PM
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.
Regards,
Pradeep
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11-24-2024 09:52 PM
Sure, here is the steps
Step1:
Step2:
Step3:
Step4:
Step5:
Step6:
Step7:
Then I can edit contact form
When I edit and click save, I got error message like I post in my question