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Our sales team would like to have an open text field that they can populate with notes without having to choose to edit the field. They would like it to remain open and editable at all times. Like the notes feature on your computer. Is this possible? Thank you for your input

6 Antworten
  1. Sushil Kumar (UKG) Forum Ambassador
    7. Apr. 2024, 20:40

    @Lisa Pazienza Here are potential solutions -

    Config Only

    1. On Lightning page, create field section and drag one long text area type field. This field will not open in edit mode always, but they can click on little pencil, edit data and save back. Of course, it only supports one single big note. This is config only solution. Not much customization

    Here are potential solutions - Config Only1. On Lightning page, create field section and drag one long text area type field.

    2. LWC/Flow - I think with flow or LWC you should be able to create input text field which is populated with data from field always and would need to have save button to save the text into field. Its unnecessary customization, I would not recommend it. 

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