SAP Knowledge Base Article - Public

3779869 - How to prevent users from deleting case notes by configuring note types

Symptom

  • In Case > General > Notes, users see a Delete option on existing notes.
  • There is a requirement to hide or disable the Delete option to avoid unintended note removal.
  • No error messages are shown.

Environment

SAP Service Cloud Version 2

Reproducing the Issue

  1. Open a Case.
  2. Navigate to General > Notes.
  3. Create or select an existing note.
  4. Observe that a Delete option is available for the note.

Cause

You can decide if the note is deletable in Data administration.

Resolution

  1. Go to All settings > Data administration.
  2. Open Note type assignment and choose Case.
  3. Select the note type that should not be deletable.
  4. Change Deletable By to None.
  5. Save the changes.
  6. Verify by adding a note of that type and confirming the Delete option is no longer available.

See Also

Keywords

case notes, delete button, hide delete, note deletion, note type assignment, deletable by, prevent deletion, non-deletable notes, service cloud v2, general notes, disable delete, notes permission, case configuration , KBA , CEC-CRM-NOT , Notes for SAP Sales/Service Cloud , Problem

Product

SAP Service Cloud Version 2 all versions