Work_Notes field invisible on Custom Table which extends from Task Table.

[Sateesh Kumar 1]

We have custom form which extends from TASK table, but Work Notes field not visible (all other fields are read-only but not editable) other fields are read-only because ACL but worknotes field completed invisible. but I didn't find any ACL or UI Policy or Data Policy or Client Script impacting this field.

workaround : I tried below workarounds but no luck

1) I created CS to make work_notes field visible true.

2) UI Policy to make the work_notes visible true.

3) I created field level Read ACL to table.work_notes.

none of the above worked.

can you please let me know how to fix this issue?

[Paul Kunze · Accepted solution]

Hi, you need to pay attention to two things:

1. Did you add the correct fields to the form?
2. Did you overwrite the correct ACLs from the task table?

Explanation for 1:
There are several fields that are related to the comments and the work notes, in total 4 different ones.

• If you add "Comments and Work notes then users can decide what to post.
• If you add "Additional comments" then users can only write comments.
• If you add "Work notes" then users can only write work notes.
• If you add "Activities (filtered)" then users can read comments and/ or work notes.

Explanation for 2:
Depending on the field you added to the form, you also need to add the matching ACL. If you add the field "Work notes" but create an ACL for "Comments and Work notes" then you will not be able to see the input field.
Also if you create a read ACL for Work notes but you don't add the field "Activities (filtered)" to the form then you won't see anything.

So for your specific case I would suggest the following steps:

1. Configure the form layout and add the fields "Work notes" and "Activities (filtered)"
2. Create a field-level read ACL for table.work_notes

The result will look like this:

And for anyone with additional write rights it will look like this:

[Runjay Patel]

Hi @Sateesh Kumar 1 ,

Right click and do show XML and look for comments_and_work_notes if found then you need to check below.

1. field level read acl
2. UI Policy and client script.

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