How to hide "insert" on existing knowledge articles but keep the "submit" button on new articles?

cynlink1
Tera Expert

Hello,

 

I understand I need to create a new UI action on the kb_knowledge table to hide the Insert button. However, I need help identifying the right solution/conditions to allow the 'Submit' button to show when the article is a new record and hide the 'Insert' button when updating an existing record.

 

I am spinning my wheels, so any help you can provide would be appreciated. Thanks!

 
cynlink1_0-1720748462999.png

 

 
4 REPLIES 4

bammar
Kilo Sage
Kilo Sage

Several things here.  By doing what your propose a visual button will appear next to Insert at the top and someone would have to click it to hide the Insert button.  This may not have alot of utilitiy.

 

I do notice even on your UI action INSERT shows as a form button. This leads me to believe this would be showing across  multiple tables. You could go to the Insert button and make it a form context menu item instead of a form button. To obscure it, and at the same time still allow its use by whoever can see it ( you can set conditions based on roles to see the button).  Additionally manipulating the Insert UI action has no effect on the Submit ui action which typically shows up by default on a new record that has never been saved. Hopefully i understood what you were asking and that my reply helps

AshishKM
Kilo Patron
Kilo Patron

Hi @cynlink1 , 

Can you please share the screen shot of that Insert and Submit button on kb_knowledge record. I checked my PDI but there is no such UI Action. 

 

Also about your statement "I understand I need to create a new UI action on the kb_knowledge table to hide the Insert button", -> you dont need to create an UI Action for hiding other UI Action.

 

-Thanks,

AshishKM


Please mark this response as correct and helpful if it helps you can mark more that one reply as accepted solution

Hello,

 

There are UI Actions with the same Action Name for different tables. One of those tables is Global [global]. When I created a UI action to hide the Insert button on the Knowledge [kb_knowledge] table, I set the condition to false. The result is that it hides BOTH the Insert and Submit buttons because they have the same Action Name and appear to be getting inherited from the global table. Inactivating the UI Actions on the Global [global] table is not option.

 

See screenshot.

cynlink1_0-1721172290516.png

There are also instance where 'admin' created UI Actions to hide buttons.

 

cynlink1_2-1721175213586.png

Thanks,

Cyn

qprinsloo
Mega Sage

Hi @cynlink1 were you able to find a solution to this? If so do you mind sharing how you were able to hide "insert" but retain the "Submit" UI action? I'm attempting the same but noticed that there is no "Insert" or "Insert and Stay" UI actions in a PDI but see those available in KB articles on the kb_knowledge table in our instance. The UI actions appear to be the same as those in the PDI so I'm trying to determine why they are being displayed on our instance similar to yours.