The New button must be hidden in (SOW) for the Status Call related record in incident record

[prasannasun]

I have a requirement to hide the New button in the Status Call related records on the Incident page in Service Operations Workspace (SOW).

I initially tried using Declarative Actions. I followed multiple YouTube references and implemented the steps exactly as shown, but the New button is still visible. It looks like Declarative Actions are not controlling this button in SOW.

I also explored UI Builder, but I am not fully sure which configuration controls the New button for the Status Call related records.

Could someone please suggest the best and supported approach to permanently hide the New button for the Status Call related records on the Incident page in Service Operations Workspace?

Thank you in advance for your help.

I have attached the screenshot for reference

[Craig Gruwell]

Hi @prasannasun ,

I'm not familiar with Status Calls, but this might still help...   paste "related list actions" into the Filter Navigator and then filter on Table=Incident.   This should list the action assignment records and you might see one related to Status Calls.  If so, just mark that record as inactive. 

[AttilaVarga]

I have two ideas:

1. You can setup the visibility of New button at the access control (ACL) level. Just create or modify the Create operation ACL with the right condition.
2. You can manage it on Declarative action (List action) level. There can be two cases:
   1. The declarative action is defined on the actual table (Status Call). In this case you just need to set the visibility condition based on the requirements. You can find it if you enable the advanced view.
   2. The declarative action is defined on the parent table. In this case, first, you need to create the action related to the actual the table (just copy the existing one and change the table reference), then set the visibility condition.

I hope it helps.

[Ankur Bawiskar]

@prasannasun 

check related list actions or list actions in left nav and search for that Button for your table

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[martinvirag]

In the declarative actions there is a new button for the table “global” add your table to the exclusion list of that record and the button will disappear