Use Report Actions Choose which actions appear Open the table’s Actions control while editing the report. Leave Show all actions selected to let Kanri show each viewer the actions their role permits, or select a smaller set for this table. Optionally select Create actions to add shortcuts for creating the selected record type or opening a related page. Save the block, then check the table as a viewer who has the intended role. An action hidden by role permissions cannot be enabled for that person just by adding it to the table. The available record actions and creation shortcuts also depend on the table’s record type.
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