custom role unable to use the drag and drop functi...
# ask-stanley-ai
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custom role unable to use the drag and drop function and the attach file field disappears from the lines, how to resolve?
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** The issue with the custom role not being able to use the drag and drop function and the attach file field disappearing from the lines could be due to several reasons. Here are some steps you can take to resolve this issue: 1. Check the Role Permissions: Ensure that the user's role has at least Edit level of Document and Files Permission under the lists subtab. If the permission is set to 'Create', try updating it to 'Edit'. 2. Check the Custom Record Permissions: If the issue is happening on a custom record, check if the user has 'Edit' access to that custom record. Custom records have a Permissions field which can override the Role permissions. 3. Check the Folder Permissions: The issue might be related to the folder's restrictions. Check if the folder is restricted for a certain group of people or marked as private. Also, ensure that the role has permissions to edit/create files in that folder. 4. Check the User's Preferences: Go to Set Preference > Custom Preference > tick Enable Drag and Drop preference. 5. Check the Customer and Supplier Permissions: In some cases, the issue might be due to the user only having 'View' permission on customers and suppliers. If that's the case, try updating the permissions. Remember, the user should be able to manually attach files without using the drag and drop function. If they can't, there might be other issues at play. If all else fails, you might need to create a workflow action script to include the drag and drop feature in a workflow.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846313536
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829162598
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825683653
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