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I am stuck in one thing. I have added one dynamic action on record page with filter based on Role. When logging in with end user with this Role, I am still not able to see this action on my record page. We are not giving any access to profile as we are dealing in Permission sets here. OWD for Opportunity: Public read/Write, Also given Read/Create/Edit access for Opportunity in Permission set.

Note: I am able to see the action with Admin profile(For other profile I have added my permission set for user.)

Kindly help.

Steps followed by me to Configure the dynamic action: I edited the lightning record page --> selected highlight panel -> Selected my action --> Added filter as USer->Role->Name equals "Leasing Admin".

When I am trying to login by real time user whose profile is not system admin but role is "Leasing Admin" , This action is not visible.

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  • be helpful if you used edit and you showed how you configured the dynamic action
    – cropredy
    Mar 15, 2021 at 5:59
  • I had this same issue - It was a "Dynamic Related List - Single" on a Lightning page. The filter was set to show for specific roles, under the "Advanced" settings on the "Add Filter".
    – HungryBeagle
    Aug 9 at 16:58

1 Answer 1

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Please check whether system permission View Roles and Role Hierarchy has been checked to true for the profile for which you are trying to see dynamic action button if you have configured it role specific.

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