Custom window: Document Action button missing for non‑admin role

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Vhalentino Gamgenora

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Aug 14, 2025, 5:08:54 AMAug 14
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I created a custom window (table has DocStatus/DocAction). With an admin/key role the Document Action button shows and works. With a non‑admin role (that has R/W window access), the Document Action button does not appear.  

Steps to reproduce

  1. Create DocType ⟨name⟩ (DocBaseType ⟨X⟩, Workflow ⟨if any⟩).

  2. Create Window ⟨name⟩ bound to table ⟨table⟩.

  3. Login with admin/key role → Document Action button is visible.

  4. 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.⟩.

this is when i use admin role

Screenshot 2025-08-14 160307.png

this is when i use 
Screenshot 2025-08-14 160425.png

i don't set any sql on display logic so the button is visible on every condition.

Any additional permission that controls the Document Action button visibility if i add window access for specific role?

Anozi Mada

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Aug 14, 2025, 5:49:09 AMAug 14
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Does the field marked as Advanced Field?

Vhalentino Gamgenora

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Aug 14, 2025, 5:58:23 AMAug 14
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no, i dont mark this field as an advanced field, is it has to be an advanced field?

Nicolas Micoud

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Aug 14, 2025, 6:20:05 AMAug 14
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Hi,

I think the non-admin role doesn't have the right to execute the process ; that's why the button is hidden.
Add it (Role > Process Access) and that should be fixed

Regards,

Nicolas

Vhalentino Gamgenora

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Aug 14, 2025, 10:07:06 AMAug 14
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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

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