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douglascayers / sfdc-convert-notes-to-chatter-notes

📓 Easily migrate your Notes to Enhanced Notes.
https://douglascayers.com/2017/05/08/convert-notes-to-enhanced-notes/
BSD 3-Clause "New" or "Revised" License
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Note Not Editable After Conversion #29

Closed juicyroots closed 6 years ago

juicyroots commented 6 years ago

I just created an old note, and used the tool to convert the single ID (Opportunity). It worked perfectly, but I just realized that I can now no longer edit the Enhanced Note. Did I miss something?

douglascayers commented 6 years ago

Hi @juicyroots, Enhanced Notes use a different sharing model than Classic Notes. My first guess is that perhaps the note that got converted is owned by a user other than you? Or, make sure you are in Lightning Experience then try to edit the converted note.

douglascayers commented 6 years ago

Hi @juicyroots,

Enhanced Notes default behavior is to grant only view access. In Lighting Experience, by design the Enhanced Notes do not support multiple users editing the same record so they do not expose a way to grant edit access.

One workaround is to use either Data Loader or an Apex trigger to modify the ContentDocumentLink records and set the ContentDocumentLink.ShareType field value to C (collaborator).

The other workaround is to switch to Classic, view the note record detail page, click on Note Sharing Settings and assign users or groups to have collaborator access.