Once a Case is closed in the CSM Config Workspace I need the New UI action for Case Task hidden
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09-23-2023 11:17 AM
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!!
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06-04-2024 01:04 PM
Hi @KhushbooG
I ended up doing a Business Rule as a stopgap until we were able to figure out where in the Workspace interface to disable the UI Action for NEW; this will stop someone from creating a new task in the interim.
We ended up doing a declarative action to ultimately hide the UI button,
We use the Resolved state that then roles to Closed via Auto close we set a check for both the Parent (the case) being inactive or in a state of Resolved.
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11-26-2024 07:40 AM
It appears the related list action button 'New' is controlled by 'Action Assignment'.
https://instancename.service-now.com/nav_to.do?uri=sys_declarative_action_assignment.do?sys_id=5555b...
Using the condition below, I achieve my outcome, 'New' button on the case Task related list is hidden when the parent Case changes to Closed. For other case task states, the 'New' button remains available.
Mark my answer correct & Helpful, if Applicable.
Thanks,
Subhani