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Configure 'New Button' in Project Workspace: - when project state - Closed completed/closed skipped

Trupti Krishnam
Tera Contributor

3 weeks ago

I am looking to make some changes on the 'New Button' in Project Workspace. I want this New button from one of the Related lists in the New PW to be removed when the project state is 'Closed complete / closed skipped/ closed Incomplete' . I tried created a new  Related List Actions . But i'm struggling to achieve where it has to be removed only when the state of the Project is Closed complete/ closed skipped/ closed incomplete can any one help . I have attached the configuration that i have done. 

Thanks!

TruptiKrishnam_0-1761151414539.png

 

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arijeetdev
ServiceNow Employee
ServiceNow Employee

3 weeks ago

Hi @Trupti Krishnam ,

You can achieve by performing below steps : 

1. Firstly you need too tell global Action config not to have "New" button for your table, in our case is pm_project_task. This will make sure when you add your own custom declarative action system will make sure no duplicate Button is present. This You can achieve by navigating to following global action assignment - "<YourInstance>/sys_declarative_action_assignment.do?sys_id=5555b77273131010a0a79329faf6a780&sysparm_view=advanced". Then scroll down to Action exclusion and your table i.e. pm_project_task as shown in screenshot - 

arijeetdev_0-1761302791883.png

 

arijeetdev_1-1761302792236.png

 

 

 

2. After performing above steps you will see that "New" Button is no more seen on the related list of pm_project_task in the details tab. Now that is hidden, you will have to write your custom declarative assignment for the new record of pm_project_task by binding it properly to the action config specific to Project workspace. Follow below steps to achieve it - 

2a. Change the scope from global to Project Workspace.

2b. Navigate to action config record for PWS. Use this URL - (<YourInstance>/sys_ux_action_config.do?sys_id=cbb8c1b1a3e231109b37765346fcdaac&sysparm_record_target=sys_ux_action_config&sysparm_record_row=1&sysparm_record_rows=1&sysparm_record_list=sys_idSTARTSWITHcbb8c1b1a3e231109b37765346fcdaac%5EORDERBYname)

2c. Scroll to "All declarative action assignment" and click on new.

arijeetdev_2-1761302792238.png

 

 

2d. Now create a new sys_declarative_action_assignment record for pm_project_task with attributes as screenshot (NB: Specify Client Action to be mapped correctly to PWS sys_declarative_action_payload_definition record. In our case it is "CREATE_NEW_RECORD" - URL (sys_declarative_action_payload_definition.do?sys_id=08913e7273131010a0a79329faf6a78b&sysparm_view=advanced) )

 

2e. Go to advance view of this new declarative action assignment and apply your desired Record Condition for example : Parent.State is Work in progress OR Parent.State is Open

 
2f. Your new declarative action assignment should look this screenshot - 

arijeetdev_3-1761302792212.png

 

 

3. Now that you have configured everything properly, you should be able to achieve this use case. Navigate to PWS again check the related list of project task, if it is working as expected like this - 

arijeetdev_4-1761302792054.png

 

 

arijeetdev_5-1761302792233.png

 



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Thanks & Regards,
Arijeet

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