I followed these instructions below, but the check...
# ask-stanley-ai
a
I followed these instructions below, but the checkbox is not editable. How do I make it editable? 1. Open a Payment record 2. Customize the form 3. Click on New Body Field 4. Set the configuration - Label: [field name] - Type: [field type] - Store Value: is checked - Applies To subtab: Customer Payment is checked 5. Click Save & Apply to Forms 6. Look for the Custom Form for the Payment Record 7. Put a check 8. Click Save 9. Open the Payment Record on Edit mode 10. On the Apply subtab, click Customize button 11. Look for the [field name] custom field that was created 12. Put a check 13. Click Save
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like you've followed the correct steps to create a custom field and apply it to the Customer Payment form. However, if the checkbox is not editable, it might be due to the permissions set on the field or the form. Here are a few things you can check: 1. Make sure the field is not marked as 'Display Only'. If it is, it will be visible but not editable. 2. Check the role permissions for the user trying to edit the checkbox. They should have 'Edit' permissions for 'Custom Body Fields'. 3. If the field is a custom field, ensure that it is not locked. If it is locked, it cannot be edited. 4. Check if the field is dependent on another field. If it is, it might not be editable until the dependent field is filled out. Remember to save any changes you make and refresh the form to see if the checkbox is now editable. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.888318598
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839525402
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835641503
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