On CSM FSM Work Space getting extra option as "New Case" on the + Icon

rohit_hatkar1
Tera Expert

Hello Experts,

 

In the CSM/FSM Workspace, when I click the “+” icon, I see three options. However, when I checked the chrome_tab configuration, only two options are configured.

 

The additional option displayed is “New Case.” When I select “New Case,” a pop-up appears prompting me to select a case type, after which a new case can be created.

 

This appears to be an out-of-the-box feature. However, we do not require this option. Could you please advise how I can disable or hide the “New Case” option from the “+” menu in the CSM/FSM Workspace?

9 REPLIES 9

Hi @rohit_hatkar1 

 

Could you please clear instance cache by typing cache.do in application navigator and hit enter.

After that can you check the result.

 

 

Ankur Bawiskar
Tera Patron

@rohit_hatkar1 

in my instance OOTB it doesn't show any option and on click of + directly creates New interaction

this is my JSON

Seems somebody customized your record

{
  "contextual": [
    "record",
    "kb_version_compare",
    "kb_translate",
    "kb_view"
  ],
  "newTabMenu": [
    {
      "label": {
        "translatable": true,
        "message": "New Interaction"
      },
      "routeInfo": {
        "route": "record",
        "fields": {
          "table": "interaction",
          "sysId": "-1"
        },
        "multiInstField": "sysId"
      },
      "condition": {
        "tableDescription": {
          "table": "interaction",
          "canCreate": true
        },
        "plugin": "com.snc.uib.csm_agent_workspace"
      }
    }
  ],
  "maxMainTabLimit": 10,
  "maxTotalSubTabLimit": 30
}

 

@rohit_hatkar1 

so what were your findings?

Was that a customization?

@Ankur Bawiskar ,

I haven't found any configuration for it yet. I checked PDI as well it's not there on the PDI. Don't know from where it is coming. It's only on the customer instance. maybe it's coming because of plugin. 

SylvainL8442862
Tera Contributor

@rohit_hatkar1 had the exact same issue, looks like the record chrome_tab_new_tab_menu_items in UX Page Property is responsible for this new "New Case" option.

 

When changing "disabled":false, to true, the second "New Case" option becomes greyed out. If you erase the whole JSON, leaving only [ ], the option disappears. Bet you can delete the record aswel if you don't need it.
I just changed the "roles" section, so I know the record is still there but not accessible:

{
"order":100,
"condition":{
"roles":[
"nobody"
]
},