Use the Client controller reference
Map client properties, renter profile, history/income/occupants, applications and request actions.
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Map client properties, renter profile, history/income/occupants, applications and request actions.
- Data/table/helper endpoints are not independent navigation items.
- Retry only after correcting the cause and checking whether the first attempt already saved anything.
Fields, rules and limits
- Data/table/helper endpoints are not independent navigation items.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Data/table/helper endpoints are not independent navigation items.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.