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I am trying to schedule an Activity for another User and I see this message.

How can I resolve it?

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Best Answer

There are two things to check


1. Verify they have access to the App containing the Document you want them to act on:

  • Lead Document --> CRM
  • Purchase Order Document --> Purchase
  • Product Master Document --> Inventory


2. Make them a Follower of the Document:




(2) is only required if you receive the same error after checking that (1) is resolved.


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If this is happening because you implemented the Notes App, you can also archive the "Only followers can access a sticky notes" Record Rule and edit the Domain Value of the Notes Window Action to "[('user_id','=',uid)]" and the User will auto-follow the Note when they are assigned to the Scheduled Activity.

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