Service Operations Workspace Lists button access/permissions

rwagoner
Tera Contributor

I have  NEW button available to those with the Admin role in our service operations workspace for the Tasks list.  This button is not available for those with the ITIL role and I would like to enable that for the ITIL role.  Please see the attached images.

 

What configurations changes do I make so that this button is available to obht Admin and ITIL roles?

 

Thanks

Rick

1 ACCEPTED SOLUTION

Pradeep Thipani
Mega Sage

Hi @rwagoner ,

 

Check the configurations at below two locations.

 

1) UI Builder: Where the list is created. See attachment below.

PradeepThipani_0-1737686669554.png

 

2) List actions under Declarative actions: Open that new button record and check that is added under action exclusion if yes please remove.

PradeepThipani_2-1737686740419.png

 

PradeepThipani_1-1737686700699.png

 

Thanks,

Pradeep

 

 

"If this response was useful, please select 'Accept as Solution' and mark it as 'Helpful.' This helps me provide better answers and assists the community ".

Regards,
Pradeep

View solution in original post

2 REPLIES 2

Pradeep Thipani
Mega Sage

Hi @rwagoner ,

 

Check the configurations at below two locations.

 

1) UI Builder: Where the list is created. See attachment below.

PradeepThipani_0-1737686669554.png

 

2) List actions under Declarative actions: Open that new button record and check that is added under action exclusion if yes please remove.

PradeepThipani_2-1737686740419.png

 

PradeepThipani_1-1737686700699.png

 

Thanks,

Pradeep

 

 

"If this response was useful, please select 'Accept as Solution' and mark it as 'Helpful.' This helps me provide better answers and assists the community ".

Regards,
Pradeep

I came across another option that I think has worked.  I was able to to create an access control from the task table.  See the screenshot.  This provided a resolution to my problem.

 

However, I have also tested your solution in my DEV environment and that would also work.

 

Thanks for the guidance!

Rick