Stop Change Tasks from being Created When Approve

JonnyFoster
Tera Contributor

2 hours ago

Hey pals. 

 

Hopefully a quick one - how would I go about removing the 'new' button on the change task related list when the change request goes past 'Assess' state? Essentially, in our current set up, someone is able to have a change technically approved (TAG) and then continue to add things to it.

 

I want to remove, or hide the 'new' button when the change's state is not 'new' or 'assess' on the 'change tasks' related list. 

 

Thanks!

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Me Being Mustaq
Tera Guru

an hour ago

Hi @JonnyFoster ,

 

the “New” button on a related list is controlled by UI Policies / Client Scripts or by Related List conditions. Since you want it conditional on the parent Change Request’s state,

 

Here are the approaches:

  • Use a UI Policy on the Change Request form
  • Use a Client Script (form on Change)
  • ACL (Access Control List

I would suggest: UI Policy / Client Script UI control(hides the button) or ACL → best for true enforcement (prevents creation even via API or background scripts)

 

If it is helpful, please hit the thumbs button please mark the answer as correct based on the impact!!

 

Kind Regards,

Shaik Mohammed Mustaq

 

 

 

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