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

 

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

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

View solution in original post

9 REPLIES 9

https://<insiance>.service-now.com/sys_declarative_action_assignment.do?sys_id=5555b77273131010a0a79329faf6a780&sysparm_view=form_action&sysparm_domain=null&sysparm_domain_scope=null&sysparm_record_row=2&sysparm_record_rows=7&sysparm_record_list=model%3dd91731a9534723003eddddeeff7b121c%5elabelSTARTSWITHNew%5etableSTARTSWITHGlobal%5eORDERBYtable

@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

 

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

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

This worked. Thank you.

vidhya_mouli
Tera Sage

I have to hide this button for a specific users in a specific table.

I should hide it only for specific users in a specific table
For the table sn_customerservice_m2m_cmn_location_customer_acc, when the user has the role sn_customerservice.customer_admin, it should be visible

@vidhya_mouli 

in script condition field, you can call script include function and return true/false

if you return true UI action is seen

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

 

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader