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Close Activity from Timeline

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Posted on by 19

Hi to all,

Users can't close activities from checkbox at timeline. Is there an extra setting/or role to be able to do this? Me as an admin can close activities from this checkbox.

pastedimage1674227679111v1.png

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,483 Super User on at
    RE: Close Activity from Timeline

    Can please check any custom logic you have on task like workflow, script etc?

    May be any custom logic restricting the action

  • Kostas K Profile Picture
    Kostas K 19 on at
    RE: Close Activity from Timeline

    Hi,

    I tried the approach you mentioned and there is nothing on Network tab for this error. Yes, it works with admin role, the popup window appears on users with the custom role posted above.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: Close Activity from Timeline

    Hi,

    Does it work when you use system admin role ??

    If yes, then try to open the developer tool on your browser and perform the same operation with custom role and check Network tab for the exact error

  • Kostas K Profile Picture
    Kostas K 19 on at
    RE: Close Activity from Timeline

    User have a custom role. A screenshot above with the access level:

    pastedimage1674467803345v1.png

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,483 Super User on at
    RE: Close Activity from Timeline

    Which security roles user have ? like salesperson, sales manager and What is update and read access level?

  • Kostas K Profile Picture
    Kostas K 19 on at
    RE: Close Activity from Timeline

    Users can close activities from activity form, but we want them to be able to close it from the checkbox in timeline also.

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,483 Super User on at
    RE: Close Activity from Timeline

    Hi,

    can you please check activity entity access for the user?

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