Discuss button (side bar) is available to all users, how to restrict it.

learn nv
Tera Contributor

Hi All,

We have added Discuss button to Service Operations workspace. But, this button available on incident from if we open the incident in native view also.

How to make Discuss button to available on incident form only when we opened from Service operations workspace?

If it it is not possible. How can we restrict the button such that it should visible only for few users with particular role?

 

4 REPLIES 4

ServiceNowVS
Tera Expert

Hey, Did you get a way to restrict it based on table/role?

Hi, i am having the same issue. Did you find a solution?

 

If so please share?

Shreya Wani
Tera Guru
Tera Guru

Hi @learn nv,

 

There are 4 ways through which you can achieve your requirement. Navigate to 'sys_ui_action' table and open the 'Discuss' button UI action.

 

1. If you want the button to appear on the incident form only if you open the incident from service operations workspace, uncheck the 'Form Button' checkbox and in the workspace tab, mark the 'Workspace form button' checkbox true.

shreya_wani_2-1688069226818.png

 

shreya_wani_1-1688069186765.png

 

2. You can also achieve this by setting the UI Action visibility for a particular view. In your case, you can remove the native view from the slush bucket so that the button will only be visible for workspace view.

shreya_wani_5-1688069494520.png

shreya_wani_6-1688069530168.png

 

3. To restrict the visibility of the button only for users with particular role, you can define roles in the 'Requires role' tab which will be available besides the Workspace tab.

shreya_wani_7-1688069644025.png

 

4. You can also define visibility, read, write conditions for the button in the 'Condition' field.

shreya_wani_8-1688069759127.png

 

Thanks,

Shreya

 

 

Hi Shreya,

Unfortunately, discuss is not a UI Action.