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Finance | Project Operations, Human Resources, ...
Answered

Form tab is not visible in sandbox and production

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Posted on by 441
I have created an extra tab in worker details of HcmWorker form. It is visible in dev environment but despite checking-in the code & installing it in UAT it's not available in sandbox. What confused me is that this tab was in a project that contained a few more developments, which were installed along this tab and are available in sandbox environment...
 
Here is the tab that i try to add:

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I have the same question (0)
  • Suggested answer
    Waed Ayyad Profile Picture
    9,039 Super User 2025 Season 2 on at
    Hi,
     
    Did you check the security roles of the user in the UAT? Is it the same as the Dev environment?
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

  • Raj Borad Profile Picture
    1,428 on at
    Hi,
    Are you checking from the sys user account or from the sys admin user account?
     
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,686 Super User 2025 Season 2 on at
    Hi,

    Please ensure that the same code and versions are present in both UAT and DEV environments. You can verify this through LCS or by checking the version details in D365FO under the "About" section.

    If the code package is consistent across both environments, check whether the new tab is enabled through a specific security role, is accessible only in certain companies, or requires specific setup configurations.

  • EK-26061005-0 Profile Picture
    441 on at
    I have sysadmin role in sandbox. It's still not visible but you may be right about this being a security issue. What should i do to make the tab visible only to sysadmin and human resources?
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    26,447 Super User 2025 Season 2 on at
     
    can you check that you're using “Standard view”?

    maybe it will have some personalization on the form! 
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Suggested answer
    Layan Jwei Profile Picture
    8,118 Super User 2025 Season 2 on at
    Hi,
     
    It could be one of the following (that's what i can think of):
    1. You didn't move the code properly, please look at the code in both and make sure it's the same
    2. It's a security issue
    3. You have a customized code that maybe hides this tab in a certain condition 
     
    Regarding your question in one of the replies on how to make the tab only visible to sysAdmin and HumanResources roles:
    SysAdmin can see everything by default
    For other roles, there is a property for the tab called "NeededPermission" which have those values: Read, Update, Correct, Delete, Manual
     
    For example, if you put the value as "Delete", then a user that only has read access to the form, when they enter the form, then they won't be able to see the tab. If any user has delete access to the form, then they will see it.
     
    Now if you put the value as "Manual", then u need to specify which privileges or roles can see this tab otherwise no one will see it except for sysAdmin of course. So you need to add this form control under the permission node of the privilege OR under the permission node of the security role in order to be seen by others.
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • Waed Ayyad Profile Picture
    9,039 Super User 2025 Season 2 on at

    Hi, 

    Is your issue resolved? If yes, mark the answers that helped you as verified. 

    Thanks,

    Waed Ayyad

  • EK-26061005-0 Profile Picture
    441 on at
    @Layan Jwei, I have checked the repo and the code is the same with dev environment. I have also set the tab's required permission to manual from none, added it in view & manage privileges and put these privileges in HR assistant & HR manager roles but the tab is still not visible. Instead there is the skill map tab that is not available in dev environment (since the beginning of this issue)
     
    @Mohamed Amine Mahmoudi, Both were standard views without any * modifications.
  • Layan Jwei Profile Picture
    8,118 Super User 2025 Season 2 on at
    Hi,
     
    What do you mean the skill map doesn't appear in dev. If you open the form from visual studio, then can't you find this 'skill map' tab?  Maybe there is code for it to appear in a certain condition?
  • Verified answer
    EK-26061005-0 Profile Picture
    441 on at
    Looks like the form's name was HcmWorkerV2 in sandbox environment, not HcmWorker. The issue is resolved after following the instructions from this link: https://community.dynamics.com/blogs/post/?postid=9ed70445-68c1-4b9c-ad6c-6b89190c2c56

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