User should not be able to see/select an action type on the Edit/Add dropdown if they do not have permission to view or edit that type

There are certain Action Types that are very specific to certain job roles and feed into queries, workflows, or dashboards so permissions are restricted to certain users. Not all users will understand the extremely restricted purpose of those specific Action Types. Other users may be able to view those actions or may not. But apparently staff users see every possible Action Type when adding an Action, so when they choose a type that seems to match what they are doing, and then are perplexed as to why their Action won't Save. This causes frustration for the user, for the database coordinator who constantly has to troubleshoot, and possibly hard feelings about security permissions which would potentially cause attrition from using the database as intended. Please hide, gray out, or add a more specific error message to prevent a user from selecting an Action Type that is restricted from their use. On the dropdown list when editing or adding an Action, only show users the Action Types for which they have edit/add permissions.

  • Kevyn Barnes
  • Nov 9 2026
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