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GruppenDynamic Forms, Actions, Lists and More!Frage von Kyle Broeckel
Kyle Broeckel (Missoula Aging Services) fragte in Dynamic Forms, Actions, Lists and More!
11. Dez. 2023, 22:35

"No actions available" on some dynamic related lists

Hi all,

 

I'm working on troubleshooting an issue affecting dynamic related lists for some objects, and am wondering if anyone else has fixed this or has insight into what's going on.

 

For example, we have a dynamic related list for Contacts on the Account record page.

 

When users select the action dropdown menu for a Contact record on the dynamic related list, even if they have permissions to edit Contact records, the edit action doesn't show up. Instead, they see "no actions available".

 

During testing, I created a regular (non-dynamic) single related list for Contacts on the same Account record page.  

 

The results I'm seeing are:

  • User with our standard profile
    • Dynamic contact related list: no actions (screenshot #2)
    • Non-dynamic list: actions available (screenshot #1)
  • User with sys admin profile
    • Dynamic contact related list: actions available
    • Non-dynamic list: actions available

Both the standard profile and sys admin profile are assigned the same page layout, have permissions to edit Contact records, and our OWD for Accounts/Contacts is set to public read/write.

 

I'm not sure what permissions the standard profile is missing compared to the sys admin profile that would cause this behavior.

The objects having this issue include:

  • Contacts
  • Opportunities
  • Addresses (NPSP object)

The issue is not affecting these objects:

  • Payments (NPSP object)
  • GAU Allocations (NPSP object)
  • Contact Roles (NPSP object)
SF Dynamic Lists Troubleshooting #1 12.11.23.PNG
SF Dynamic Lists Troubleshooting #2 12.11.23.PNG
24 Antworten
  1. Ravendra Shukla (Accenture Private Limited)
    12. Dez. 2023, 04:51

    Hi @Kyle Broeckel

    The issue you are describing is a known bug in Salesforce, and is currently being investigated by Salesforce engineering.

    Workaround:

    In the meantime, there is a workaround that you can use to resolve the issue:

    1. Create a custom button for the Contact object that performs the action that you want to make available on the dynamic related list.
    2. Add the custom button to the dynamic related list on the Account record page.

    To create a custom button:

    1. Go to Setup > Objects and Fields > Buttons, Links, and Actions > Buttons.
    2. Click New.
    3. Select the "Button" option.
    4. Enter a name and label for the button.
    5. Select the Contact object.
    6. Select the action that you want the button to perform.
    7. Click Save.

    To add the custom button to the dynamic related list:

    1. Go to Setup > Objects and Fields > Object Manager > Account.
    2. Click Page Layouts.
    3. Click the name of the page layout that contains the dynamic related list.
    4. Click Edit.
    5. Drag and drop the custom button from the Available Fields pane to the dynamic related list.
    6. Click Save.

    Once you have created the custom button and added it to the dynamic related list, users with the standard profile should be able to see the action in the action dropdown menu.

    Additional Information:

    Salesforce has provided the following additional information about the bug:

    • The bug is only affecting dynamic related lists on certain objects.
    • The bug is not affecting regular (non-dynamic) related lists.
    • The bug is only affecting users with certain profiles.
    • Salesforce engineering is working to fix the bug as soon as possible.

    Next Steps:

    I recommend that you subscribe to the Salesforce Trust Status page for updates on this bug. You can also contact Salesforce support for assistance.

    Thanks!

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