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Planview Customer Success Center

Survey and email options at the new company level are greyed out

Question
When setting up a new company there are check boxes to enable/activate the option to send a survey and activate report cards. These fields are both greyed out and unable to be checked off. How can they be enabled?

 


 

Answer
The reason is that these fields are set as not editable in metadata.

  1. In system manager > User interface > Metadata
  2. Under the Entity type: Customer > Search for “Calculate the report card “ and “Enabled for Surveys” > the checkbox: "Field is not editable" checkbox should not be selected