Now Assist Context Menu Not Showing for Custom Field in HR Case (Close Notes)
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3 weeks ago
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!
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3 weeks ago
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.
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3 weeks ago
