Stop Change Tasks from being Created When Approve

[JonnyFoster]

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!

[Me Being Mustaq]

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

[nayanmule · Accepted solution]

@JonnyFoster  , This is a simple one.

Right click on the change task related list -> Configure -> List Controls

2. Edit the Omit New Condition 

3. Add the below script there 

if(parent.state.toString() == '-4' || parent.state.toString() == -5)
	answer = true; // hide
else
	answer = false; // show

You can give your backend values of the states "New" and "Assess" that you have configured.

If my response has helped you, mark it as helpful and accept the solution.

Regards,

Nayan

[JonnyFoster]

Hello! Thanks for your help - I didn't realise the list control was available from there!

Your solution worked, although I had to swap the true/false reasoning as the opposite result was provided in testing, however the theory worked beautifully. 

if(parent.state.toString() == '-4' || parent.state.toString() == -5)

    answer = false; // hide

else

    answer = true; // show

Thank you!

[nayanmule]

@JonnyFoster  , Did my response help you ? If yes kindly mark as helpful or accept the solution to close the thread.

This will benefit the future readers.

Regards,

Nayan