Ask Search:
Emily SheridanEmily Sheridan 

Quick Actions not visible on page layout for certain profiles

Hi community, 

I have a custom object specific quick action that is hidden from one of my Profiles. I have checked the following: 
  • Profile has access to the record type that the quick action is creating (and it is their default)
  • Profile has Create and Edit on the record (Opportunity) that is being created
  • The correct action has been added to the page layout
  • The Profile has read and edit access on all of the Opportunity fields that have been used on the page layout
  • The Profile has the Allow Access to Customized Actions checkbox TRUE. 
What else should I check to figure out why this profile can't see the action? 

Thanks a lot!!
Best Answer chosen by Emily Sheridan
Purvika PatelPurvika Patel
Emily Check once has your affected profile "Read" & "Edit" access to "Case Number" field?

Also refer this:- https://dreamevent.secure.force.com/articleView?id=actions_considerations.htm&type=0

Still, you're facing issue feel free to ask.

Hope it Helps!

All Answers

Purvika PatelPurvika Patel
Hello Emily,

May I know which type of quick action you are creating?

Also, refer this and check on "This Issue Affects me".
Emily SheridanEmily Sheridan
Hi Purvi, 
Thank you for your response. I am hoping it is something configuration on my end and not a part of that known issue. Here are the details of the quick action.
User-added image
Emily SheridanEmily Sheridan
Additionally, it is not that issue because we are putting this action on a feed page on the service console. 
Purvika PatelPurvika Patel
Emily Check once has your affected profile "Read" & "Edit" access to "Case Number" field?

Also refer this:- https://dreamevent.secure.force.com/articleView?id=actions_considerations.htm&type=0

Still, you're facing issue feel free to ask.

Hope it Helps!
This was selected as the best answer
Emily SheridanEmily Sheridan
That was it! The profile only had read access to Case Number. Adding edit made it visible. Thanks so much!!
Purvika PatelPurvika Patel
Good luck Emily,
Glad to know that your issue is being solved now.
John BrothertonJohn Brotherton
I was able to resolve this by ensuring that the fields that were being repopulated by the quick action were set to write. Previously some were set to Read. Even though you may not want this you can take it off the layout so they cannot edit thosee values. Hope this helps, this one really killed me for a few days.