Collaborators can't see "Preview Document" button in HR Agent Workspace

Don Dom
Tera Contributor

‎03-12-2024 08:37 AM

Hello.

I would like to add functionality that COLLABORATORS mentioned in the HR Case:

DonDom_2-1710257847676.png

 

Should be able to see this button which is now in HR AGENT WORKSPACE available only for "assigned to" person:

DonDom_1-1710257739145.png

I'm not able to identify which button is that for HR Agent Workspace and how to allow collaborators to have access to PREVIEW DOCUMENT button.

Any advise please?

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Rajender1
Mega Sage

2 weeks ago

Hi @Don Dom , Usually Preview Document is a UI action which you can find in the UI actions(sys_ui_action).

This will be visible only when the hr case  have document template and assigned to person is logged in user only and state should be in progress.

This can be customized as per your requirements.

My recommendation is don't touch OOB configurations, you can clone it and make changes accordingly.

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M Iftikhar
Mega Sage

2 weeks ago

Hi @Don Dom,

 

The Preview Document button in HR Agent Workspace is driven by a UI Action. I’d suggest:

  • Check the UI Actions on the HR Case table and review the Preview Document action.

  • Look at its condition and roles to confirm if visibility is restricted only to “Assigned To.” For collaborators to see it, adjust the condition accordingly.

  • Also review related ACLs on the HR document to ensure collaborators have access once the button is visible.

 

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

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