Several conditions can cause this behavior:
- Role of the user only has Access Level = View to the permission related to the record type.
- Field is hidden on the preferred form for a role (Customization > Forms) – if a preferred form shows the field, check other forms that may have been set as the preferred form for a role.
- Field Display Type is set to Inline or Disabled.
- Field on a record is referred to by a formula custom field.
- Field is not applied to record type.
- Field is Type: Multiple Select
- Note: The field type is currently not supported via Direct List Editing. Enhancement 174569 addresses this.
- Role of the User has Restrict Time and Expenses set to True.
- Role is missing the Find Transaction permission.
If working on a Transaction saved search, Criteria should have:
- Main Line is true
- Type is set to one Transaction record type (e.g. Sales Order, Invoice, Cash Sale, etc.)
To verify which condition is causing this problem, perform the following steps:
A. Role of the user only has View Access level to the permission related to the record type.
B. Field is hidden on the preferred form (e.g. Customer)
C. Field Display Type is set to Inline or Disabled (e.g. Entity field)
D. Field on a record is referred to by a formula custom field (e.g. Entity field)
E. Field is not applied to Record type
F. If working on a saved search, the search has to have the criteria Main Line is True.
G. Enable Field Editing on Lists is not checked on the preferred form.
H. Role of the User has Restrict Time and Expenses set to True.