Create Action Exclusion for an Action Assignment
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11-08-2023 08:05 AM
Hello,
We want to have Edit option on Approvers related list from RITM form in Service Operations Workspace, so that users can manually add Approvers to a RITM. We have created the attached Action Assignment, and it works, only that it is displayed also for other records like Change Requests, and we want it only for RITMs with specific items.
When trying to create an Action Exclusion, there is no table to select (see attached). Do you know why this is happening and I don't have any table to select?
Also, for RITM, is possible to restrict the Action to be displayed only for specific items and not for all?
Thank you.
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02-13-2024 08:14 AM - edited 02-13-2024 08:15 AM
This is the issue I am having as well, trying to make the New button available on the Related List in SOW.
I am not seeing the "Type" field on the form to switch to String. Is there a dot.walk field I need to add to the form to see the field?
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02-13-2024 10:38 AM
Hi @marsdendev ,
As the Action Exclusion record is based on table "sys_workspace_declarative_action_exclusion", so you need to go to table -> "sys_workspace_declarative_action_exclusion" and change the type of field with name "table" from "table name" to string.
Please accept the solution or give a thumbs up if it answers your query.
Thanks,
Haseeb Ahmed
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02-16-2024 10:10 AM
That was exactly what I needed, able to edit the Action Exclusion. Much appreciated!
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Tuesday
For anyone looking at this issue in the future, you don't need to change the table field to a string, follow this KB: How to hide ‘New’ button for a table on Agent Workspace’ related-list when the ‘New’ action is not c...
But you basically have to enter into the declarative action in the same application scope, click the new button, then switch the scope to the scope of the table you are trying to exclude e.g. if the table you are trying to exclude is sn_hr_core_case switch to Human Resources: Core.
You will then be able to select the table and save.
Also, I'm pretty sure these aren't always working as intended on Yokohama as I had a story to disable the "New" button on the HR Task tab in HR Workspace which is this action: https://your_instance_url/now/nav/ui/classic/params/target/sys_declarative_action_assignment.do%3Fsys_id%3D5555b77273131010a0a79329faf6a780%26sysparm_view%3Dadvanced%26sysparm_domain%3Dnull%26sysparm_domain_scope%3Dnull
I added the action exclusion for the sn_hr_core_case table and it was still showing, I had to go to "advanced view" in the related links and add a client condition to the parent table like below and bam it's gone.