Mandatory work notes not saving

bjhughey164
Mega Expert

I'm working in a dev instance (Fuji) and I've created a new application that extends the task table...Within it, I've created a UI Policy that states, if field X is true, then make work notes mandatory...so, when I was testing, the notes became mandatory but, they wouldn't stay saved in the form. I'm not sure why this is..

Any insight is appreciated.

1 ACCEPTED SOLUTION

1)   Is the Activity field on your form?


find_real_file.png



2)   Is Work Notes added to the list of fields that Activity tracks?


Right click on the Activity field, Configure Activities


find_real_file.png


find_real_file.png


View solution in original post

7 REPLIES 7

Uncle Rob
Kilo Patron

Meaning, once you hit save, the value in the Work_Notes field "disappears"?


That's expected behavior.   The work note field is really just a collector for the journal.   On forms it is blank until save.   On list views it will show the last entry in the journal for that type of field (work notes or comments)


Robert,



Thanks for the quick response.



In testing, I was attempting to add work notes and save... Then impersonate another user and view those work notes that were mandated but, they weren't there.



Since this is a custom application and although it extends the task form, is there something I need to do to create that journaling so that when the above test is performed, I see those notes?


Work Notes aren't meant to be visible in the Work Notes field.   They're meant to be visible in the Activity log.  



Step 1 - Someone enters worknotes


find_real_file.png



Step 2 - Someone views worknotes


find_real_file.png



Thanks for the screen shots. That's exactly how I would expect it to work but, this is not the case.



Here's a screen shot of what I'm seeing in the dev instance. I add work notes here, and then update/save and they go nowhere. There is no activity logged or journal'ed on this form.



Again, I'm not sure if this is because it's a custom app that I'm missing turning something on ie enabling journaling or if the "work notes" field extended from the task form is wonky?



find_real_file.png