Configuring New Project Workspace: remove button & column configuration

PaulaaO
Mega Sage

Hi SPM Community,

 

I am looking to make some changes in the New Project Workspace and I'm struggling to identify the correct components that drive the behaviour and that require configuring:

 

a. I would like to remove the New button from one of the Related lists in the New PW - Details page. I managed to do it in the Classic form but it still appears in the New PW. I had a look in the UI Builder to try and identify it, with no luck

 

b. I would like to add a few more options in the Column Configuration area in the Planning page. I know about the official docs which mention amending the list layout of the Project Tasks in the Workspace view, but what I am after is adding options to be selected, not to "force" what columns get displayed when the user navigates to the PW.

 

PaulaaO_1-1732206875520.png

 

 

I reviewed quite a few posts and articles from the Community but I still haven't come across the exact solutions I need.

 

If you have any ideas on the above, I'd very much appreciate it !!

 

Thanks,

Paula

3 REPLIES 3

Prasant Kumar 1
Kilo Sage

Hi Please follow below steps to remove the new Button from the Related list in New Project Workspace:

Step1: Go to Now Experience framework > Action Configs and Open the "Project WS Record Page Action Config" record.

Step2: Go to "All Global List Actions" related list and Open the below highlighted record:

Screenshot 2024-11-24 201602.png

 

Step 3:  Go to "Action Exclusions" related list and Create a record for the table you want to exclude the New Button on related list.

 

Please mark my answer correct or helpful, if you find it solves your issue.

 

Thanks and Regards

Prasant Kumar Sahu

 

Hi @Prasant Kumar 1 , thanks for this but it's one of the avenues that I tried and hasn't worked.

 

The issue I have is that there is no option for me to create a new record in the Actions Exclusions related list and even if I open a new tab with sys_workspace_declarative_action_exclusion.list and try to create a new record from there, I cannot select the pm_project_task as a table.

 

PaulaaO_0-1732635642744.png

 

Is there anything I might have missed? Thanks

PaulaaO
Mega Sage

For anybody who might be looking for a similar solution, please check this post from Dev forum

 

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