How to Hide "New" button from Risks and Issues related lists in Portfolio form

PatriciaA987250
Tera Expert

I need assistance to hide new button from Risks and Issues related lists in Portfolio  form based on specific role. Can anyone guide me on how to achieve this? Are there specific settings or configurations I need to change to make the "New" button invisible to a specific role?

Thank you for your help!

2 REPLIES 2

Pradeep Thipani
Mega Sage

Hi @PatriciaA987250 ,

 

You can add/hide a new button based on the steps below.

 

1) Open list control by right click on the required related list->configure->list control.

 

PradeepThipani_0-1728017781089.png

2) If you want to hide everyone click on the omit new button, based on the roles needed add the required role under new roles:

 

PradeepThipani_1-1728017854134.png

 

 

Kind Regards,

Pradeep

"If this response was useful, please select 'Accept as Solution' and mark it as 'Helpful.' This helps me provide better answers and assists the community ".

Regards,
Pradeep

hi Pradeep,

 

Thank you for your feedback. The list control that im working on resides in global table, hence i've added script as below to hide the new button but it is not taking effect. Could you please assist here.

 

Omit new condition
Turn on ECMAScript 2021 (ES12) mode:-

 

gs.hasRole('portfolio_manager') && current.getTableName() == 'pm_portfolio'

 

list control screenshot:

PatriciaA987250_0-1728050453596.png