How to disable or hide "Send as an email" option in Dashboard Export to PDF dialog?
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2 hours ago
Hello Community,
I'm looking for a way to disable or hide the "Send as an email" option when exporting a dashboard to PDF.
Current Steps to reproduce:
1. Navigate to "Self-Service > Dashboards" from the application navigator.
2. Open any dashboard.
3. Click the context menu and select "Export to PDF".
4. In the "Export to PDF" dialog box, there is a "Delivery" section with options "Generate now" and "Send as an email".
Problem Statement:
I need to prevent users from emailing dashboard PDFs directly from this dialog. I need to either:
Completely hide the "Send as an email" radio button.
Make the "Send as an email" radio button disabled/inactive, so users cannot select it.
(Ideally, default the selection to "Generate now" and then remove the "Send as an email" option).
My Goal:
To ensure that all dashboard PDF exports are generated and downloaded directly by the user ("Generate now"), without the option to trigger an email delivery from within ServiceNow.
Has anyone encountered this scenario before or successfully implemented a solution for this? Any guidance, script examples, or pointers to relevant documentation would be greatly appreciated!
Thank you in advance for your help.
- Labels:
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Dashboard
-
Data Export
-
Export
-
UI
-
User Interface (UI)
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an hour ago
I believe users with any of these roles can Export.
Did you try removing these roles from user and see if that option is gone?
1. itil
2. report_user
3. report_group
4. report_global
5. report_admin
6. admin
If my response helped please mark it correct along with other ones from my response so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader