Workspace - deactivating menus

SeanM1
Tera Guru

Hi all,

I know there is probably an obvious solution to this but I can't find it, so here I am.

I'm new to workspaces (agent) and haven't turned it on previously due to some historical customisation but I'm keen to play around with it and see what I can set up.

There are a couple of application we don't use, so I want to removed them from the view (Cases, Case Task, Customers). The normal process is to go into the record deactivated it and way you go but when I try this via the 'guided setup' or directly to the record itself, the 'active' field is read only. I've checked acls, business rules, scripts & ui policies and can't see what is causing this.

I have admin access.

Any guidance would be appreciated

 

3 REPLIES 3

Maik Skoddow
Tera Patron
Tera Patron

Hi

please watch the following video to get an idea about configuring the lists: https://www.youtube.com/watch?v=t6YiHOmz958

Kind regards
Maik

I appreciate the response and thanks for video reference but that doesn't help me to write to the active field which is currently read only

 

find_real_file.png

Hi

this is weird because on my PDI as an admin user I'm able to edit that list.

Can you please check that your user has the "admin" and the "workspace_list_admin" role?

Kind regards
Maik