How to hide the Post Incident Review Related list based on Role?

[Shaik Sattar]

Hello Everybody,

I want to hide the related list "Post Incident Review" in incident form based on a role "major_incident_manager'.

So only Major Incident Managers can only see the tab in both UI and in the Service Operations Workspace.

I can't see the Related list name to write a OnLoad Client Script with the sys_id, can someone help me on this?

UI Backend:

Workspace:

This is OOTB behavior but we want to customize it so that only Major Incident Managers can see those tabs in both UI and workspace? please help me on this

Thanks in Advance!

@Ankur Bawiskar 

Thanks,

Sattar

[sanketpatil09]

The Post Incident Review tab is shown by OOTB role-based configuration, which is why you cannot find a related list name or sys_id to hide it using a Client Script. Client Scripts do not work well for related lists, and they are not supported at all in Service Operations Workspace. To achieve your requirement, you should control visibility using roles. In the Classic UI, open the Post Incident Review related list definition and add the role major_incident_manager in the Roles field so only users with this role can see it. In Service Operations Workspace, open UI Builder, select the Incident page, choose the Post Incident Review tab, and add a visibility condition to show it only when the user has the major_incident_manager role. This approach is supported, upgrade-safe, and works consistently in both UI and Workspace.

[sattar3]

@sanketpatil09 thanks for your reply brother.

I followed the same steps as suggested, and it worked. However, I’m unsure how to capture the UI Builder record in an update set or export it. Can you guide me on this?

Additionally, I attached a new Audience to the Communicate tab, but it’s not being captured in the update set. Any advice on how to include this in the update set would be greatly appreciated.

Thanks,

Sattar