IntroductionRecords & TablesWorking with TablesMissing or Disabled Actions

import { Callout } from ‘nextra/components’

Understand Missing or Disabled Table Actions

Goal: Understand why a table action may be hidden, disabled, or unavailable, and know what to check before asking for support.

Before you start

  • Open the table where you expected to use the action.
  • Confirm that the correct yacht is selected if the page depends on the active yacht.

Check your permissions

Table actions depend on your access. If you do not see actions such as New, Delete, Import, Export, status changes, or workflow actions, you may not have permission to perform that action in the current module.

If the action is important for your work, ask your administrator to confirm that your profile includes the required access.

Check the selected yacht and module

Some actions depend on the selected yacht. If you work across multiple yachts, confirm that the correct yacht is selected before checking the table again.

If a module is not active for the selected yacht, the related records or actions may not appear.

Check row selection

Some actions are disabled until you select one or more rows. Other actions require exactly one selected row.

If a button is visible but disabled, select the relevant row and check whether the action becomes available. If several rows are selected, try selecting only the row you want to work on.

[PLACEHOLDER: screenshot - a table action disabled before row selection and enabled after selecting the required row]

Check the record state

Some actions depend on the current state of the selected record. A workflow action may appear only when the record is ready for that step.

For example, a purchasing action may depend on whether selected rows are ready for supplier selection, order creation, or receiving. A task action may depend on whether the task can be completed, postponed, or moved to another status.

If the same action appears for one record but not another, compare the selected records. Their current status, workflow step, or required information may be different.

Check whether the table supports the action

Not every table supports every action. Some tables are designed mainly for review, some support creation, and others support import, export, selected-row actions, or workflow actions.

If a table is for review only, you may need to open the record details or use another module page to complete the work.

Result

You know the most common reasons why a table action may be missing or disabled: permissions, selected yacht, active module, row selection, record state, or table setup.