Remove custom ui action on related list

[kristenankeny]

We have a custom UI action set up as a list banner button. How do I either:

Remove the UI action from the list when shown as a related list?

OR

Have the UI action only show on the list views where it is needed?

Thanks!

[djoodjii]

Hi,

can you share a picture of your form??

Thanks,

YB

[kristenankeny]

This is the UI action from the list view "My approvals". It was created because we have an ESS page that gives approvers the list of their approvals, filtered to just "requested". This button allows them to see all approvals easily (we haven't given them the ability to filter lists as they want).

However, I have created a relationship between incidents and approvals, since we have some scenarios where people need to create approvals on an incident. I don't want this UI action to show on the approvals related list:

[kristenankeny]

bump - hoping someone will be able to help

[kristenankeny · Accepted solution]

We believe we've found a resolution for this. I had found the UI Action Visibility list. I created a list view for approvals as a related list on incidents and added a "ui action visibility" to exclude the UI action from my list view. Unfortunately this did not resolve the issue. I found this string saying that the related lists will use the same view as the form they are on. Since we use the "default" view for ITIL users, my related list was using the "default" view. Instead of this solution, we are going to do the following:

We are creating new views for the lists where we want the UI action to show

We will add a UI Action Visibility record on the UI action to have it show only for that view

If needed, we will add a UI Action Visibility record to the UI action to have it excluded from "default"