Configuring New Project Workspace: remove button & column configuration

[PaulaaO]

Hi Developer Community 🙂

Sorry for duplicating but I'd really appreciate your advice on my current challenge to make some configurations in the New Project Workspace => Configuring New Project Workspace: remove button &... - ServiceNow Community

I am struggling to identify the correct components via which I could achieve the following:

a.  Remove the New button from one of the Related lists in the New PW - Details page. I managed to do it in the Classic form but it still appears in the New PW. I had a look in the UI Builder to try and identify it, with no luck

b. Add a few more options in the Column Configuration area in the Planning page. I know about the official docs which mention amending the list layout of the Project Tasks in the Workspace view, but what I am after is adding options to be selected, not to "force" what columns get displayed when the user navigates to the PW.

I reviewed quite a few posts and articles from the Community but I still haven't come across the exact solutions I need.

If you have any ideas on the above, I'd very much appreciate it !!

Thanks,

Paula

[Harsha Lanka · Accepted solution]

a) Hiding the "New" Button in Related List

To hide the "New" button in a related list, please follow these steps:

1. Navigate to Related List Actions:

   • From the left-hand side navigator, go to All and select Related List Actions.

2. Check for an Existing Record:

   • If a record already exists for the relevant table, open it in Advanced View and In conditions section, add a Script Condition to return false conditionally based on your requirements.
   • If no record is available by default, create a new Action Record with the action name "create-new-uxf". Then, in the Advanced View, add a Script Condition in conditions section to return false conditionally.

b) Configuring Columns in Project Workspace

By default (OOB functionality):

• After adding columns to the List Layout of Project Tasks in the Project Workspace view, these columns become available in the Column Configuration Panel.
• While these columns will initially display by default, users can manually uncheck them in the configuration panel to hide them from the Planning page.

[PaulaaO]

Hi @Harsha Lanka many thanks for the above advice 🙂 I've created the below and it seems to be working; is there anything you think I might have missed? I have validated that NEW button is not listed anymore in the specific related list: