If a case, tab, or action is missing, check both access and case state before creating a replacement record.
Tabs require relevant permissions. Individual updates and attachments can also be restricted by access groups. Access to the case does not guarantee access to every record within it.
Check the current status: closed and read-only cases restrict work. Review the permission required for the action, eligible assignees, case-type requirements, budget limits, and any message shown by the app. Workspace configuration, billing state, or MFA requirements may also affect availability.
Record the error message and refresh to verify whether the action succeeded before repeating it. This is especially important after case creation, reopening, or deletion.
Use Support for self-service guidance. Use Help & Feedback for a specific issue, including the case number, page URL, action attempted, and error message. Include only the information needed to investigate the problem.