Delete a special handling note from a form

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Delete a special handling note for a record from the Special Handling Notes list on the form.

    시작하기 전에

    Role required: sn_customerservice_manager or sn_shn.admin

    이 태스크 정보

    Users with the sn_customerservice_manager role can delete a special handling note if they can delete a record for the underlying table.

    프로시저

    1. Navigate to an entity form.
    2. In the Special Handling Notes list, click the red X to the left of the desired note.
      Initially, the note remains in the Special Handling Notes list and the text of the note is crossed out. The note is removed from the list after the form is saved.
    3. Click Update.