Worknotes checkbox and journal toggle not visible

jaubert
Tera Guru

‎02-08-2024 05:45 AM

Work notes journal field is not visible on the page.  Can anyone help me to figure this out?  I have verified there is only one activity filter which is what I have seen a lot of people say is the root cause.  Please let me know if there is any additional information that is needed from me.

 

jaubert_0-1707399633918.png

It should look like this:

 

jaubert_1-1707399745823.png

 

 

0 Helpfuls
  • 435 Views
5 REPLIES 5

Amit Pandey
Kilo Sage

‎02-08-2024 06:17 AM

Hi Jaubert,

 

Please ensure the following- 

  1. Check Form Layout: Verify that the Work Notes field is included in the form layout. Navigate to the form where you expect to see the Work Notes field (e.g., Incident form). Click on the gear icon in the top right corner of the form and select "Configure > Form Layout." Ensure that the Work Notes field is present in the form layout and is not hidden or removed accidentally.

  2. Check Field Permissions: Ensure that your user role has the necessary permissions to view and update the Work Notes field. Navigate to System Security > Roles and open the role assigned to your user. Verify that the role has the appropriate permissions for the Work Notes field under the "Field Permissions" related list

Regards,

Amit

0 Helpfuls