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SalesforceLabs / ActionPlansV4

Action Plans encapsulates best practices into reusable task templates.
https://salesforcelabs.github.io/ActionPlansV4/
BSD 3-Clause "New" or "Revised" License
23 stars 11 forks source link

New Opportunity Action Plan - Not Loading Templates #92

Closed RHornbeckKG closed 1 year ago

RHornbeckKG commented 1 year ago

Describe the bug When I go to add an opportunity action plan, none of the templates show up in the search to select from. I have made the templates public and have ensured admin permission set. However, if you enter the first part of template name and hit the enter button in the template search, it selects the template name but does not fill the action plan with the template information.

To Reproduce

  1. Go to opportunity
  2. Click Create Opportunity Action Plan from Action Plan related list
  3. Try to enter/search for an existing action plan template
  4. No results appear

Expected behavior To see the all action plan templates to choose from.

Screenshots

  1. Entering a search term in the template search field: Screenshot_20230104_060647 url)

  2. Hitting enter on the search term: Screenshot_20230104_060711

Environment (please complete the following information):

adepew commented 1 year ago

Just went through something similar myself. Can you check whether the users's profile has "API Enabled"? This is what fixed it for me.

RHornbeckKG commented 1 year ago

Just went through something similar myself. Can you check whether the users's profile has "API Enabled"? This is what fixed it for me.

@adepew I just checked and the subject profiles (including mine as Admin) are API enabled.

RHornbeckKG commented 1 year ago

@dschach any possibility this is going to get looked into? I realize it a labs application, but tomorrow will be 1 month since reporting this issue.