Workspace - deactivating menus
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‎04-19-2022 09:01 PM
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
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Instance Configuration
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‎04-19-2022 09:23 PM
Hi
please watch the following video to get an idea about configuring the lists: https://www.youtube.com/watch?v=t6YiHOmz958
Kind regards
Maik
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‎04-19-2022 09:37 PM
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‎04-19-2022 09:56 PM
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