How to remove "Create new" and "Duplicate" options from the three-dot menu in Next Experience dashbo

[kack l]

Hello Community,

In the Next Experience (Workspace / Dashboard) UI, I see a three-dot (⋮) "More actions" menu on the top right corner.

By default, it shows several options:

• Create new

• Duplicate

• Share

• Printer friendly

• Clear all filters

• Add to bookmarks

• Open record

• Delete

My requirement:

• Keep the three-dot menu visible.

• Hide only "Create new" and "Duplicate".

Questions:

1. Is there any OOTB configuration in UI Builder or Component properties to remove these two options?

2. If not, can I control this via UI Actions / ACL roles (so only admins see them)?

3. As a last resort, is there a supported way to hide them via UX Client Script or CSS?

Has anyone already implemented this? Any best practices would be helpful.

Thanks in advance!

[Nikhil Bajaj9]

Hi @kack l ,

You can control it using UI Action condition field. Open the UI actions which you want to control and modify their "Condition" field. You can add conditions that restrict when these actions are visible (e.g., gs.hasRole('your_specific_role_for_dashboard_creation')). This ensures only users with the specified role can see and use these options. Others will not be able to see it.

[kack l]

Thanks for the advice about controlling visibility through the UI Action → Condition field.

However, I am currently working in Platform Analytics Workspace dashboards (/now/platform-analytics-workspace/dashboards/...).
In this environment I cannot find the UI actions for "Create new" and "Duplicate" in the system.

Could you please provide the detailed steps to locate these two actions in the Platform Analytics Workspace context?

• Where exactly should I search (sys_ui_action, sys_ux_action, or somewhere else)?

• Are these menu items really backed by UI Actions in Workspace, or are they generated by the Workspace component itself?

• If they are not in sys_ui_action, what is the correct place to control their visibility (e.g., ACLs, UX configuration, etc.)?

I want to hide Create new and Duplicate for normal users, while still keeping them for admins.

Thanks in advance!

[ifti122]

Hi @kack l ,
You can open the Platform Analytics experience in UI Builder, go to the dashboard page, and create a variant (since the OOTB version isn’t editable). Set the order to -1, so your variant is displayed instead of the OOTB dashboard.

Now open the editor version of the dashboard. Under the Configure options for UI actions, you’ll see the available checkbox settings. For example, I selected “Disable dashboard creation” to hide that option.

Since you want to hide it only for certain users but keep it visible for admins, one approach is to create two variants:

• Admin variant → leave the checkbox unchecked (dashboard creation visible).

• User variant → check the box (dashboard creation hidden).

You can then control which variant is shown to users by configuring the audience in the Settings tab.

In this way, when you check the Platform Analytics dashboard from the main page, the option to create a new dashboard will be hidden.

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

[Ankur Bawiskar]

@kack l 

those are not UI actions.

Please check docs and there should be some ref info on who can do what based on roles

If my response helped please mark it correct and close the thread so that it benefits future readers.