i need to hide the New button for HR task creation In Agent workspace for HR case management

[Niharika Anand]

i need to hide the New button for HR task creation In Agent workspace for HR case management when on HR case. The HR task new button should not be there when HR case is closed from related tabs in agent workspace..

[Ankur Bawiskar]

@Niharika Anand 

then update table.None CREATE ACL on HR Task, see the HR Case State value

If ACL fails then it will hide

If ACL passes then it will show

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[Anand2799]

Hi @Niharika Anand ,

If you want to hide it on native UI you can configure it using List Control.

If you want to hide it on HR Agent Workspace, then you need to create a new Related List Action (Declarative action) button on HR task table as the current New button is OOB and is global so can't modify it as this will affect others.

Create a New button on HR task table

Add conditions - parent.active=true to show on active cases

For your reference they have already implemented the similar functionality on change_task table.

I don't think ACLs will help you with this use case.

To hide the button in the native UI, you can configure it using a List Control.

For the HR Agent Workspace, since the existing "New" button is an OOB and global and used for all other tables where specific actions are not defined this should not be customized, you'll need to create a new Related List Action (Declarative Action) button on the HR Task table.

Steps:

1. Create a new "New" button on the HR Task table.
2. Add a condition: parent.active=true show button only on active HR cases.

For reference, a similar implementation already exists on the change_task table.

ACLs are not suitable for this use case.

Another Solution: Create a Before Business Rule on the HR Task table to check if the associated HR Case is active before allowing task creation.

Thanks

Anand

[Bhimashankar H]

Hi @Niharika Anand ,

In this case you can update the condition section of button. There might be existing condition you need to modify to accommodate this change. 

Maybe you can add the 'parent.active==true' or parent.state!='3'(close labels value from choice table) condition in your existing button condition. or your custom condition to show this button.

Thanks,
Bhimashankar H

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