Problem with Enhance a Form from a Customer Quote.

[pablo_daniel]

Hi Experts!!

I have a problem with an extension field in the SDK. When i a Try to Enhance Form to a Customer Quote i cannot to see the Template asociated.

1) Right Click on the Customer Quote BO.

2) Select the value to map to the form.

3) Press Ok button, i cant see a form template asociated.

Thx

[pablo_daniel · Accepted solution]

Done, the problem was the user and the roles in the SDK!.

[former_member241776 · Accepted solution]

Hi Pablo.

Could you please provide more information on what roles were added to resolve the issue? We have the same issue and appreciate your help very much.

Thanks,

Ravi

[pablo_daniel · Accepted solution]

Hi Ravi,

Basically my proble was i tried to export the field using a Administrator Rol, the problem was solved using a Developer Role.

Regards.

Pablo

[former_member241776 · Accepted solution]

Hi Pablo,

Thanks for the clue. That worked.

Now I see a list of Sales Quote Form templates but not the one that I created. Do you have any idea on what basis the list of Form Templates are provided when we click "Enhance Form". I see Sales Order template as well in the list but I don't see "my" Sales Quote Form Template that I created copying Sales Quote Form Template.

Thanks again for your help.

Thanks,

Ravi

[Former Member · Accepted solution]

Hi Ravi kumar

Your issue was resolved? I am also facing same problem

Thanks

Saruchi

[luis_montalti · Accepted solution]

Please can you attach the screens with the issue?

[former_member241776 · Accepted solution]

Hi Saruchi,

Yes, I removed admin and other roles and kept only the SDK developer roles. Then it worked.

Thanks,

Ravi