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Custom action not showing when opening records?

Your configured custom action isn't showing up when opening records? Here are 4 possible scenarios:

  • The custom action doesn't appear when opening a record's details page

  • The action shows when selecting a single record in list, but disappears when multiple records are selected

  • The action doesn't show when selecting a single record, but appears when multiple records are selected

  • The action doesn't display when selecting records in list, but shows up when opening the record details page

1. Action not displayed in record details page​

1) Action not showing when opening records in a specific view​

You can directly add the action in the view.

Or configure which views the action is available in through the custom action management page.

Example: A "Complete" button added in the "Incomplete Tasks" view of a task worksheet. When opening an incomplete task through a related project record, the "Complete" button doesn't appear.

Solution: In the project worksheet, select the related view when setting the "Relationship" field.

3) Action hidden when display conditions aren't met​

When actions don't meet their conditions, they can be set to hidden.

2. Action not displayed when selecting a single record, but appears when selecting multiple records​

As shown above, the "Complete" button appears when multiple records are selected, but doesn't show when only the first record is selected.

1). Action has filter conditions configured​

This occurs because clickable filters are set for the action. When selecting a single record:

  • The system checks if the record meets the conditions

  • If conditions aren't met, the action is hidden

When selecting multiple records:

  • The system doesn't validate conditions

  • The action always appears

Even when shown for multiple selections, the action won't actually execute for records that don't meet the conditions.

2). Action only available for "Batch Operations", not added to "Record Details"​

As shown below, when the action is only configured for batch operations and not added to record details:

  • It won't appear when selecting a single record

3. Action not displayed when selecting records in list, but appears when opening record details​

1). Action not added to "Batch Operations"​

As shown in the example below, if the action is only configured for the record details page and not added to batch operations, it won't appear when multiple records are selected.

2) "Execute Custom Actions" not enabled in worksheet's "Function Switch"​

This occurs when:

  • The action requires filling fields that belong to related records (not the current worksheet).

  • Multiple selected records may be related with different records.

  • Therefore, the action can only be executed individually through the record details page.