restrict user to open records from service operation workspace view

17samal17
Tera Contributor

Would someone let me know, how to restrict the user from opening records form service operation workspace ?

4 REPLIES 4

Mark Manders
Mega Patron

What is your business requirement? The user has access to the workspace and has access to the records. Why shouldn't they be allowed to open them?


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

I have the same problem as 17sama17.
Our business requirement: people who have a dual role ("end user" and "support agent" for a specific category) should be able to see all their tickets (as caller_id) in Employee Center, but in Service Operations they should only be able to see the tickets of the category they handle as support agents.

AndersBGS
Tera Patron
Tera Patron

Hi @17samal17 

 

i fully agree with @Mark Manders - what is the business requirement? Why shouldn’t they be allowed to open from workspace? Workspaces is “the new ways of working”, so why limit this?

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Aswin S
Tera Contributor

Hi Samal,

 

You can control the visibility of lists in Service Operations Workspace from the UX list configuration tables.

 

Go to this table: sys_ux_list_menu_config


Here you will find all the workspace list menu configurations. Just open the specific list where you want to apply the restriction.

 

Then open: sys_ux_applicability_m2m


This table decides who can see that list in workspace.


There are two important fields:

  • List → select the list you want to restrict

  • Applicability → choose the required role(s)

Only users with the selected role will see the list in workspace. All other users won’t even see the option to open those records.

 

This is the proper way to handle visibility instead of just relying on ACLs or UI changes.

 

Hope this helps!

 

Regards,

Aswin