How can I hide the new button of related list in CSM configurable workspace?

Binglin Huang
Tera Expert

We have related list of draft email and email in workspace view. But in CSM configurable workspace, these related lists show a "New" button. We want to hide it. So far my attempts were not successful. I was able to hide the "New" button in the UI 16 related list via the related list "List Control" to uncheck the "Omit new button". It did hide it in legacy agent work space, but does not affect CSM configurable workspace at all.

I looked up documents and community posts, all are for agent workspace.

Tried this https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0830000, but in the "Workspace" drop down, it only allows to select "Agent workspace". 

Anyone knows a way to hide the button in csm configurable workspace?

2 REPLIES 2

Joshua Jackson
Tera Expert

Hopefully this has come to your attention by now but just in case this is an article referencing this known issue. Currently choosing the "omit new" option on a list control changes the related list in the native ui but not workspace. There are no current plans to remedy the issue. 

 

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0787199

Kamal17
Kilo Sage

Not sure if you are still looking for a workaround but I used following and it worked.

1. In the table 'sys_declarative_action_assignment', find and open the button E.g., New button in related list which you want to exclude.

Kamal17_1-1693993978854.png

 

2. Open the desired record and switch to advanced view.

3. In the conditions section, add a condition (E.g., client condition) to exclude the button for your table E.g., csm case table. This option can also help us to disable the default button and then we can setup a similar custom button on the desired table based on customer specific requirements. In this way we can avoid customizing the OOTB buttons.

Kamal17_2-1693994163741.png

Note: if the button and the table where you are trying to hide the button are on same scope then you can use 'Action Exclusions' entry to exclude the button from being displayed.

Kamal17_3-1693994413517.png

 

 

Regards,

Kamal S