Hide Goals in strategic planning workspace

[ashutoshmis]

Hi All,

  Appreciate your help here. I am trying to hide the Goals icon in strategic planning workspace.

  After you click on the portfolio plans it appears on the left side panel.

I tried using the show/hide module which is on the section below. But, that is only hiding the module for that specific portfolio plan. I do not want that to be user driven, Rather whenever user is creating any plan, it should not be visible to user at all.

Please help here. I am attaching the screenshot as well.

Thanks,

Ashutosh

[Shruti]

Hi

This feature is currently only visible to users with the “sn_apw_advanced.spw_goal_user_read”, “sn_apw_advanced.spw_goal_user”, or “business_stakeholder” roles. Could you please clarify why you’d like to hide it from all users?

[ashutoshmis]

Hi Shruti,

   When i say all user means, It should not display to the users having “sn_apw_advanced.spw_goal_user_read”, “sn_apw_advanced.spw_goal_user”, or “business_stakeholder” roles also. My customer do not want to create any goals. That is the reason.

Hope it clarifies your question.

[Shruti]

Hi @ashutoshmis 

Navigate to sn_align_ws_portfolio_plan.LIST

Update goals module enabled to false for existing portfolio plans

Also, create a before insert business rule to disable goals module for new plans. Make sure to keep it highest order