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Now Assist Context Menu Not Showing for Custom Field in HR Case (Close Notes)

Amit Naik1
Tera Contributor

Hi everyone,

I’m currently facing an issue with configuring Now Assist for a custom field in an HR Case and would appreciate your guidance.

Context:

  • I have created a custom field “Close Notes” on the HR Case form which is HTML field type.
  • I have config context menu for Resolution note Now Assist Skills to be available for the custom field - Close Notes (similar to how it works for standard fields like Resolution Notes).
  • I also configured the Now Assist Context Menu for this field with what I believe are the correct settings.

Issue:
Despite completing the configuration, the Now Assist context menu is not in the “Close Notes” field on the form.

What I’ve Checked So Far:

  • Field is correctly added to the form
  • Now Assist skills are configured and active
  • Context menu configuration is done for the custom field
  • Permissions/roles seem to be in place

Question:
Am I missing any additional configuration steps required to enable Now Assist for custom fields?
Are there any limitations where Now Assist works only with specific OOTB fields like Resolution Notes?

I am attaching a screenshot of the issue for reference.

Any help or pointers would be greatly appreciated.

Thank you! 

6 REPLIES 6

Hi @PradeepReddyA ,
I have not created any new custom skill i created new context menu to utilise existing skills - Generate Resolution Note in our custom close note field. 

Hi @Amit Naik1 

 

Try to check the out of the box skill if there is any table defined in the skill