Once a Case is closed in the CSM Config Workspace I need the New UI action for Case Task hidden

[Kyra Vega]

We have found that users can still create new tasks on a closed Case in CSM Confg. Workspace.

We see that the New UI action is global and I am looking for best practice recommendations for how to hide the UI Action.

Requirement:

Case is Closed, the New UI Action for Case task should NOT be visible.

Thank you community!!

[Badal Khojare]

Hi @Kyra Vega ,

Just put this in UI Action condition: current.state!=<value for Closed Complete>

[Kyra Vega]

Hi Badal,

That does not work we are trying to get the New UI Action disabled in the CSM FSM Configurable workspace.

[Arpan Baishya]

Hi @Badal Khojare and @Kyra Vega,

I think it should be current.parent_case.state!=<value for Closed> instead. Since the current object refers to the Task [sn_customerservice_task] table, we need to look at the Parent Case's state value.

However, since you (i.e. Kyra) asked for best practice recommendations, I would highly recommend not modifying any out-of-the-box UI Actions/configuration records. If you do so, SN will not apply upgrades to them during future releases.

[KhushbooG]

Hey Kyra,

Did you managed to solve this issue, or find any solution? I have same requirement, I found that it's a global related list action not a UI action, but I want to show it condition like for open case only.

Thanks