Hello Everyone,
In this article, I will discuss about the Delete button on List view for Agent Workspace/Portal similar to native.
Purpose
OOB delete button is not present on list view because agent workspace have their own List Action buttons for the list view
Procedure
1.Navigate to and click New.
2.On the form, fill in the fields.
| Field | Description |
|---|---|
| Action label | Name of the list action. like Delete. |
| Action name | Name that describes what you're adding. |
| Implemented as | Action type. Select Server script. |
| Button type | Primary green button, such as New in the following image. The secondary button is gray.
|
| Tooltip | Text that displays when an agent points their mouse at the icon. |
| Description | Short description of this component. |
| Application | Application that this component applies to. Global means that the component applies to all applications. |
| Workspace | Workspace that this component belongs in, for example, Agent Workspace, ITSM, CSM, and so forth. |
| Table | Table that this component is tied to. When a record from this table is open, this list action appears. |
| View | Set of visual configurations. This value is typically Workspace. |
| Active | Toggle to make the icon for this list action appear. |
| Order | Integer that governs the placement of this icon in the list of list actions. A lower number means that it is higher in the list. The typical practice is to make these numbers hundreds, for example, 100, 200, 300, and 400, so you can put new icons between existing ones in the future. |
3. After form submission, Under Related Links, click Advanced view.
4. Check the "Record Selection Required" which will ensure that minimum one record is selected and check the "Requires delete access" field to ensure that user have delete access
disabled when no record is selected
5. Add this script(same script of delete UI Action on native) in the server script section
execDelete();
function execDelete() {
if (!current.isValidRecord()) {
gs.log("Not deleting invalid record");
return;
}
if (!current.canDelete()) {
gs.log("Not deleting " + current.sys_id + " because of security constraints");
gs.addInfoMessage(gs.getMessage('Skipping delete of {0} because of security constraints',current.getDisplayValue()));
return;
}
current.deleteRecord();
gs.log("Deleted " + current.getDisplayValue() + " (" + current.sys_id + ")" + " from " + current.getTableName());
}
6.On the Confirmations Settings tab, select the Confirmation Required check box if you want to display a pop-up window that asks the agent to confirm the use of this list action.
Thanks!
On the same topic, would you know how to enable delete from a related list in agent workspace?
Unlike in the platform UI, I don't know how to enable selecting records from here and proceed to delete.
v
The related list button worked, but how did you manage to make the records in a related list selectable.
