How to hide whole context menu or certain action from context menu

rmaroti
Tera Contributor

Hi Everyone,

I want solution for both requirement :
1)How to hide whole context menu action from incident table see below highlighted portion in screenshot:

rmaroti_0-1750846436799.png

 


2)How to hide certain action from context menu action of incident table see below highlighted portion in screenshot:

rmaroti_1-1750846485830.png

 

can anyone suggest how can be hide it both things.

 

2 ACCEPTED SOLUTIONS

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @rmaroti 

Why do you want to hide the entire context menu? There are many useful UI actions, and if you display all of them on the form, the user experience will suffer.

If you want to hide the Copy Incident option from the context menu, here’s how:

  1. Go to UI Actions

  2. Search for Copy Incident

  3. Untick the checkbox to disable it

DrAtulGLNG_0-1750846707717.png

 

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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View solution in original post

@rmaroti,

go to UI Macros and search for "context_form_header" and deactivate it.

It will get you to this:

KamilTEL_0-1750849202045.png


The remaining ones (Save, Insert, Insert and Stay) cannot be hidden or I do not know how, perhaps the method suggested by @Dr Atul G- LNG  above (uncheck the Form context menu option for a particular UI Action).

HOWEVER (!!!) I strongly recommend not to do this, despite it is a business requirement, sometimes our job is to say NO, please try to persuade your client not to do it... It can and it most likely will cause you headaches when upgrading the instance. This is using ServiceNow differently then the creators designed it.

Analogy:

Imagine driving a car with only three tires. Sure, you might make it to the nearest service station, but for longer trips, problems are bound to arise. The remaining three tires and other parts of the car will wear out faster than if all four tires were in place, where the force is better distributed and the car is properly balanced. As a result, you'll need more frequent servicing, and your driving speed will also be reduced.

 

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


View solution in original post

4 REPLIES 4

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @rmaroti 

Why do you want to hide the entire context menu? There are many useful UI actions, and if you display all of them on the form, the user experience will suffer.

If you want to hide the Copy Incident option from the context menu, here’s how:

  1. Go to UI Actions

  2. Search for Copy Incident

  3. Untick the checkbox to disable it

DrAtulGLNG_0-1750846707717.png

 

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

****************************************************************************************************************

rmaroti
Tera Contributor

Hi @Dr Atul G- LNG _ we have a business requirement to hide the whole context menu as well so any suggestion how to hide it?

 

@rmaroti,

go to UI Macros and search for "context_form_header" and deactivate it.

It will get you to this:

KamilTEL_0-1750849202045.png


The remaining ones (Save, Insert, Insert and Stay) cannot be hidden or I do not know how, perhaps the method suggested by @Dr Atul G- LNG  above (uncheck the Form context menu option for a particular UI Action).

HOWEVER (!!!) I strongly recommend not to do this, despite it is a business requirement, sometimes our job is to say NO, please try to persuade your client not to do it... It can and it most likely will cause you headaches when upgrading the instance. This is using ServiceNow differently then the creators designed it.

Analogy:

Imagine driving a car with only three tires. Sure, you might make it to the nearest service station, but for longer trips, problems are bound to arise. The remaining three tires and other parts of the car will wear out faster than if all four tires were in place, where the force is better distributed and the car is properly balanced. As a result, you'll need more frequent servicing, and your driving speed will also be reduced.

 

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


Hi @rmaroti 

I’m a BPC, and my first question regarding this change is: what value is the customer trying to achieve by hiding the entire context menu? This could negatively impact the user experience.

As mentioned by @GlideFather , this is a UI macro, but since it is global, it will affect the entire platform. Ideally, we should avoid making such changes. If there's a specific option that needs to be hidden, that's more manageable — but hiding the entire menu is not recommended.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

****************************************************************************************************************