Workspace - List View option restriction.

[rohit_murli]

Hello All,

We have a query regarding the CSM/FSM Configurable Workspace List. We want the options for the Customer category to display only for Admins:

In the List Applicabilities, we attempted to edit the following OOTB option. We changed the role to 'admin' for the application 'CSM Configurable Workspace', but the Account option still appeared. Alternatively, if we change the role to admin for 'CSM-Agent', then the entire Customer category is hidden.

Please advise on how to achieve the requirement where non-admin users should not see the Account and Contact options.

Thank you.

[Arpan Baishya]

Hi @rohit_murli,

I took a thorough look at the related UX List tables for your requirement. I think, at this point, it might be best if you can create a new List Category called "Customer (Admin Section)" (or something of that kind) and move those two lists over there. 

For this new list category, you may define a new audience [sys_ux_applicability] and specify the admin role. And then, you may create a list applicability [sys_ux_applicability_m2m_list] for that audience and test it out. 

Let me know if this approach works for you.

[rohit_murli]

Hello @Arpan Baishya,

Thank you for the response.

We attempted to create a new Audience and List Applicability as per our requirement, but it didn't work. Do we need to deactivate the OOB created Audience and List Applicability?

Thank you.

[Arpan Baishya]

The new Audience and List Applicability you've created - is it for the existing 'Customer' list category or for a new one?

[rohit_murli]

For the existing Customer category.