Remove field from personalize list
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06-19-2024 11:48 AM
Hi All,
I have a requirement of removing field from personalize list, without deleting that field.
Example: SC Task table having two fields one is "request_item.item" and "item" field both will be seen as item only on list view so I want to remove "request_item.item" field for all the users, so that they can see only one "item" field on list.
Please help me with this.
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06-19-2024 12:01 PM - edited 06-19-2024 12:05 PM
Hi @priyanka1028,
This is easily achieved by creating an ACL with the operation type of ‘Add to list’ for the respective table and field you wish to hide.
Essentially make it only available for users with the admin role ensuring it’s hidden and not selectable via the personalise list view for all other users.
Please note, as it’s already been made available, you may need to remove it for all users by simply clicking on it and moving it back to the left.
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks,
Robbie
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06-19-2024 12:13 PM
Hey Robbie, with ACL I can achieve for the sc task fields but I dont see any option to select related fields of "request_item" field in ACL.
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06-19-2024 12:37 PM
Hey @priyanka1028,
As an FYI - only admins can add ‘dot-walkable’ fields (fields from a related field/table), so once removed as per @Zach Koch initial steps via the ‘Configure > List layout’ option, it will be removed for all users and will not be visible again. (Unless added by a Dev or admin)
The response I provided also guides how to ensure fields are hidden and are unselectable via the personalised list - however I don’t believe this covered related fields aka dot-walkable but is something to have in your armoury.
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.
Thanks,
Robbie
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06-19-2024 12:15 PM
Hi @priyanka1028 ,
Personalized list is user specific but within that there is Default list which you need to update as explained by @Zach Koch. User still can change/updated their personalised list based on overall field/column available.
-Thanks,
AshishKM
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