Steps to reproduce
Create DocType ⟨name⟩ (DocBaseType ⟨X⟩, Workflow ⟨if any⟩).
Create Window ⟨name⟩ bound to table ⟨table⟩.
Login with admin/key role → Document Action button is visible.
Login with role ⟨name⟩ (has R/W to the window) → button is missing.
Expected
Document Action button should be visible and list valid actions for the role.
What I have checked
Role → Window Access: role ⟨name⟩ has Read/Write to the window.
Role → Document Action Access: explicit entries created for DocType ⟨name⟩ (actions: ⟨Complete/Prepare/…⟩).
Toolbar Button Access/Restrict: no rule blocking Document Action for this window/role.
Role → Workflow Access added when using a custom workflow.
Re-login & Cache Reset performed.
Record status under test: DocStatus = ⟨Drafted/In Progress/etc.⟩.
Hi Nicolas,
Thank you this did the trick. I had assumed Process Access only applied to printouts or the Process menu, not the Document Action button. After granting the process under Role → Process Access, the button now shows for the non-admin role.
Really appreciate the help!
Regards,
Vhalentino