Row actions not showing is most often a security issue. Go to Tenant Environment Setup > Global Settings and check whether app actions are secured. If they are, proceed to Section 1. If not, proceed to Section 2.
Section 1: Secured App Actions
First, check whether your row action is connected to an App Link or a Logic Block… the troubleshooting path is different for each.
If your row action is connected to an App Link:
The visibility of row actions connected to application links is controlled by row security.
- Find the security group of the application your row action is connected to.
- Use Security Group Where Used to see what row security permissions exist for that security group from the previous step.
- Review those permissions — are they filtered? If so, does your table include the required field? If not, that is why the row action is not showing.
- If the permissions are not filtered (or they are and your table has the field), identify which roles use those permissions.
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- See Step 2 in this resource if you need help figuring this out: How do I find which security role I need to access an app?
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- Check whether any of those roles are granted through your functional roles. Do your functional roles grant access to the table? Does your user have that role? If not, that is your answer.
If your row action is connected to a Logic Block:
Row actions connected to logic blocks are controlled by logic block security, not row security. Unlike row security, logic block security doesn’t support filters at all, so the debugging steps are a little different.
- Use Permission Access Granted Inquiry to see which permissions give access to run that logic block.
- Identify which roles use those permissions.
- See Step 2 in this resource if you need help figuring this out: How do I find which security role I need to access an app?
- Check whether any of those roles are granted through your functional roles. Do your functional roles grant access to run this logic block? Does your user have that role? If not, that’s your answer.
Section 2: App Actions Not Secured
- On your application with the row action:
- Make sure your Row Action section is fully filled in — not filling in the Link Type is a common culprit.
- If connected to an App Link, make sure your Application Links section is complete. Double-check that the Destination name is typed correctly — another common culprit.
- Make sure you have generated your application.
- Try clearing your cache.