Good Day
I would like to remove a UI action on the Service Operations Workspace.
1. The UI Action I am looking to remove is the Create Case UI action as indicated in the screenshot. This UI Action is on the Interaction table and is a global UI action.
2. When I deselect the checkbox for Workspaces the UI action is removed. However, it is removed on both the Service Operations Workspace and Support Operations Workspace.
I only want the UI action to be removed from the Service Operations Workspace (interaction table / form).
Can anyone please assist?
Thank you
Hi @BiancaK ,
Please follow the below steps:
1. Open declarative actions (sys_declarative_action_assignment)> Navigate to All> Type "sys_declarative_action_assignment.LIST"
2. Look for "Create Case " Action label :
3. Open the record with the right "table "
4. Open the above action record and under the related list, create a new record under "Action Exclusions".
5. Select the table as needed and submit the record.
6. Now if you refresh the workspace interactions list, the UI action button will not be displayed.
Hi @Community Alums
Thank you for trying to assist me - but the solution that you have provided does not quite help yet.
When I navigate to "sys_declarative_action_assignment.LIST" I see the list layout of Action Assignments then I filter as per below but do not find the Create Case record:
However, when I navigate to UX Form Actions:
and click on UX Form Actions:
Then filter for Create Case:
Then I am able to see what you were referring to in your solution.
When I open the record Create Case on Interaction table I am not able to see the related list you are referring to?
Can you please advise how to complete the Action Exclusion?
Thanks
