Procedure
- Navigate to .
- Open the New Button List Exclusion tab.
- Click New.
- Select a table from the list.
- Make sure that Active is selected.
- Click Submit.
Result
‎06-18-2020 10:16 PM
We're using the agent workspace for CSM and created a many-to-many table to allow cases to be related to cases. This was added as a related list and an 'Add' button created to allow cases to be linked - this part works find. Two issues remain however:
1. There is a 'New' button visible on this related list that I can't see a way to remove it. I found this article, but it looks like Orlando no longer has the navigator module mentioned:
2. Adding cases to be linked works fine, but I can't find a way to unlink cases? I tried adding another button and looking through available UI components, but didn't come across anything relevant.
Any pointers would be appreciated!
Thanks
‎06-18-2020 10:24 PM
Hi,
Check the following
Procedure
Result
‎06-19-2020 12:27 AM
To add to my previous comments, the fact that I had to carry out the steps described before being able to follow the procedure makes me think that this procedure is no longer applicable for Orlando.
‎06-19-2020 12:26 AM
Thanks Priyanka,
To carry out the steps you listed (which are the same as the ones in the link I listed in my description) I had to:
When I created the necessary record as instructed, the New button is still visible in the list.
The link you posted for building UI actions does not help here as I'm after a related list button.
Thanks