CSM Workspace Button

vidhya_mouli
Tera Sage

 

 

Where can I find this button in CSM workspace? This is a related list page

 

vidhya_mouli_0-1771319475680.png

 

 

 

 

1 ACCEPTED SOLUTION

@vidhya_mouli 

that button is on global table

-> 1st you need to add that on your table i.e. Contracts

for this simply change the table to Contract and then simply add the role here "Required roles" and users with that role will only see that New button

-> then Right Click on Form Header and Do Insert and Stay

AnkurBawiskar_0-1771323970016.png

 

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9 REPLIES 9

Ankur Bawiskar
Tera Patron

@vidhya_mouli 

what you want to do once you find that button?

what's your requirement?

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

I found the button but I want to hide this button based on role. Not sure how to do this.

@vidhya_mouli 

share the link to that button here

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏