Discuss button in HR Agent workspace

Simanta
Tera Contributor

‎01-05-2024 08:04 AM

Hi everyone, I want to hide/disable the "Discuss" button specifically for HR Cases in the HR workspace. Can anyone please help with this? 

Thank you in advance!

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ahefaz1
Mega Sage

‎01-06-2024 08:23 AM

Hi @Simanta ,

 

 

  1. Navigate to the "sys_ux_form_action_layout" table using "sys_ux_form_action_layout.LIST".

  2. In the table column search, use *sn_hr_core. This should display three entries: one for the HR profile table, one for the HR case table, and one for the HR task table.

  3. Open each of the records and scroll to the bottom.

  4. In the related list called "UX Form Action Layout Items," locate the "discuss" button on the global table.

  5. Set the "active" status to false, and the discuss button should disappear from your workspace.

  6. Repeat the process for the HR Task table, as the discuss button may appear there as well.

Note: This pertains to the configurable HR agent workspace, not the old HR agent workspace.

 

ahefaz1_0-1704558060339.png

 

ahefaz1_1-1704558082717.png

ahefaz1_3-1704558117985.png

 

Please mark helpful if this helped or accept the solution if it solved your query.

 

Thanks,

 

Cat Michalak
Tera Contributor

‎05-16-2024 09:24 AM

Hi @ahefaz1,

I tried this in my instance but I continue to see the Discuss button.

There was another UI action I needed to disable and for that as well it didn't work either. I actually had to go to the sys_ux_form_action_layout_item record itself and deactivate it. This record was in the HR Workspace application scope unlike the Discuss layout item which seems to only be in the Omni-Experience Standard Feature Set application scope.... 

Do you perhaps have any other suggestions or advice on what I could be doing wrong?

Thanks

Catherine

 

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Jacob Begotka1
Tera Contributor
In response to Cat Michalak

‎05-28-2024 02:25 PM

Hi Catherine,

 

I was looking for a solution to this as well and I was able to remove the "Discuss" button by following these steps:

1. Go to Conversational Interfaces > Settings in the filter navigator

2. Once the settings page loads select the "Sidebar" tab

JacobBegotka1_0-1716931480760.png

 

3. On the right side of the screen deactivate Sidebar (you will need to be in the Omni-Experience Standard Feature Set application scope)

Once Sidebar is disabled the "Discuss" button should no longer appear in the HR agent workspace.

 

Hope this helps!

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Cat Michalak
Tera Contributor
In response to Jacob Begotka1

‎05-29-2024 02:47 AM

Hi @Jacob Begotka1 

Thanks for getting back to me.

What I'm concerned about is removing this option for all CWS teams and users which is not my intention.

I only want to remove it for the HR Agent Workspace. I have managed to do this using a diff approach but still have the same concern as it was in global scope...