Se rendre au contenu
Menu
Cette question a été signalée
1 Répondre
4126 Vues

I am trying to schedule an Activity for another User and I see this message.

How can I resolve it?

Avatar
Ignorer
Meilleure réponse

There are two things to check


1. Verify they have access to the App containing the Document you want them to act on:

  • Lead Document --> CRM
  • Purchase Order Document --> Purchase
  • Product Master Document --> Inventory


2. Make them a Follower of the Document:




(2) is only required if you receive the same error after checking that (1) is resolved.


Avatar
Ignorer

If this is happening because you implemented the Notes App, you can also archive the "Only followers can access a sticky notes" Record Rule and edit the Domain Value of the Notes Window Action to "[('user_id','=',uid)]" and the User will auto-follow the Note when they are assigned to the Scheduled Activity.

Publications associées Réponses Vues Activité
0
nov. 21
2360
1
juin 21
4763
3
août 20
4734
1
juil. 25
210
1
déc. 24
3618