How to hide New Button from a related list in the CSM Workspace

Victor Monteale
Tera Guru

Hi everyone, I hope you are having a great day.

 

     I added a new related list (attachment table) to the case form. I am hiding the "New" button using the list control option "Omit New Button". You can see it here:

VictorMonteale_1-1694553239599.png

 

However, that configuration is not hiding the "New" button from the CSM/FSM Configurable Workspace. 

VictorMonteale_0-1694552842353.png

 

Do you know how I can hide this button from the workspace?

1 ACCEPTED SOLUTION

Victor Monteale
Tera Guru

I found the solution to my question thanks to the following blog:

https://www.servicenow.com/community/next-experience-articles/configuring-lists-in-configurable-work...

 

I just needed to update the conditions for the proper global OOB related list action:

VictorMonteale_0-1694574618577.png

 

VictorMonteale_1-1694574698753.png

 

I also could have created an "Action Exclusion" but that would not allow me to see the "New" button on other tabs and the restriction was only requested for the "Attachments" related list.

 

Greetings

View solution in original post

4 REPLIES 4

Anurag Tripathi
Mega Patron
Mega Patron

Hi,

Follow this

 

  1. Navigate to Workspace > All Workspaces
  2. Open the workspace you want.
  3. If 'New Button List Exclusion' Related list is not already present on the form, Configure related list and pull it in.
  4. Open the New Button List Exclusion tab.
  5. Click New.
  6. Select a table from the list.
  7. Make sure that Active is selected.
  8. Click Submit.

Screenshots below for reference

AnuragTripathi_0-1694554919902.png

 

AnuragTripathi_1-1694554993652.png

 

-Anurag

Hi Anurag, I appreciate your help. I followed your instructions but I only have the agent Workspace in that module:

VictorMonteale_0-1694556333592.png

 

However, I added the "New Button List Exclusions" to the form and created the record for the Agent workspace but it didn't work, Is there another step that I should follow to apply the instructions you mentioned to the CSM Workspace?:

VictorMonteale_1-1694556470853.png

 

 

Victor Monteale
Tera Guru

I found the solution to my question thanks to the following blog:

https://www.servicenow.com/community/next-experience-articles/configuring-lists-in-configurable-work...

 

I just needed to update the conditions for the proper global OOB related list action:

VictorMonteale_0-1694574618577.png

 

VictorMonteale_1-1694574698753.png

 

I also could have created an "Action Exclusion" but that would not allow me to see the "New" button on other tabs and the restriction was only requested for the "Attachments" related list.

 

Greetings

_Damian
Tera Contributor

Now I can se that there is Action Exclusion tab:

_Damian_0-1718295101598.png

And when you click new to create such exclusion you see:

_Damian_1-1718295150331.png

but how I can exclude new button on scripted relationship? it is not table nor view so.... there is no way to omit/hide new button on scripted relationship on CSM workspace?