Workspace - Hide side navigation tabs based on roles

[Jonas VK]

Hi All,

I am wondering if it is possible to hide certain items in the side navigation based on roles?

Thanks in advance,
Jonas 

[Community Alums]

Hi @Jonas VK ,

Specify the fields that display in the form pane depending on the agent's role. Only display the fields in the form pane agents need to do their work.

Before you begin

Role required: workspace_admin

About this task

By default, agents see all of the record fields configured to display in the form pane. Use the Workspace rules to hide fields from agents according to their role. Hiding field values de-clutters the form pane for them.

Procedure

1. Navigate to Workspace Experience > Forms > Workspace View Rules.
2. Click New.
3. In the Workspace View Rule form, fill in the fields.

   Workspace View Rule

   Field	Description
   Name	Name of the rule. Typically, the name expresses what agents are affected by the rule and what privileged information they are allowed to see.
   Table	Table this rule applies to. You can define view rules only at the table level and only once per table.
   View	Select the form view to render for the conditions set. A view defines the elements that appear when an agent opens a form or list. The view corresponds to an agent's role.
   Application	Application this rule applies to. Global means the rule applies to all applications.
   Workspace	Workspace affected.
   Active	Toggle to make this rule active (selected) or not.
   Execution Order	Order in which rules apply when there are multiple rules. The rule with the lower execution order applies. If the execution order is the same for multiple rules, the first rule created applies.

4. (Optional) On the Conditions tab, select the roles people must have in order to see the field.
   Use the role selection picker:
   

   When you create a rule, it hides the field for all agents in the specified application and workspace. Use the role selection and rule conditions to show the field to agents with certain roles.

   View rule condition

   

   For this example, admins or agent_admins will see the State field in the form pane if the State is New. All other roles will not see the State field. However, everyone will see the State field in the form pane if the State field has a different value.

5. Click Submit.

[Jack · Accepted solution]

Hi Jonas,

You can try this

1. Go to UX Page Registry [sys_ux_page_registry] of your workspace
   
2. Open page property [chrome_toolbar] and update availability property to include role as your desire
   

Hope this help!

[Jonas VK]

This worked for me, 
I never saw the roles part in our JSON of the side-nav due to not using it, and it being removed before i started working on this workpace 

[RJ12]

Hi mate,

Wondering, can we apply same functionality for a user group? or is it just available for roles? 

Many thanks