Tuesday, March 12, 2019

Custom Subtab is Not Showing for a Role

A custom sub tab made available to a form may not show even if a particular role is using the same form and there is some content (i.e. a custom field or a custom sub list) under the sub tab

The reason for this would be that the content of the Custom sub tab is unavailable to that particular role

For example:

1. Create a custom entity sub tab by navigating Customization > Forms > Subtabs > Click Entity tab. Then, specify the title as Company Profile > Click Save.
2. Create a custom entity field by navigating to Customization > Lists, Records, & Fields > Entity Fields
    Name: Company Name
    Type: Free Form text
    Store Value: true
    Applies To: Customers 
    Display tab >Sub tab: Company Profile
    Access> Specify a role (say, Custom Role 1)
3. Navigate to Lists >Relationships > Customers > Edit any customer record > Customize Form (e.g. Custom Customers Form 1) > Subtabs tab > check the Show checkbox for Company Profile sub tab > Save
4. Login as Custom Role 1 and load a customer using the Custom Customers Form 1 and you will see the custom sub tab Company Profile
5. Now login using a different role (e.g. Custom Role 2) than Custom Role 1
5. Go to any customer record and you will not be able to see the Custom tab even though you are using the Custom Customers Form 1
6. The reason is that the content of the custom sub tab Company Profile (i.e. the custom entity field Company Name) is unavailable to Custom Role 2.


  1. Thanks Dear
    It was of great help
    please send me your email id
    i will need your support for more customization.

  2. Hi Dear
    This article was of great help,
    where can i post my quarry to you to get solutions
    Please Advise