How to hide specific related list items of L2 Menu in Project Workspace

[syedkarim]

Hi ,

Could you please help me understand how to hide specific related list items—such as Sub Projects, Requirements, and Cost Plans—only on the newly added L2 menu called Deal Details from the Project workspace.

[Ankur Bawiskar · Accepted solution]

@syedkarim 

if you want to hide completely then remove those related list from Default view for project table

I removed the Related list of Cost Plans and it went off from Project workspace

How did you add that another L2 Menu?

In that somewhere you must be specifying some form view

-> create new form view, remove the related lists and use that form view there

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[syedkarim]

HI @Ankur Bawiskar ,

Thank you, By using views i have removed the related list item. 

[Terry_Yeti]

I ran your Project Workspace L2 menu customization question through snowcoder ai. Hiding specific related list items in the L2 navigation menu requires a different approach than standard form-based related list hiding.

**For Project Workspace (Configurable Workspace):**

The L2 menu items in Project Workspace are controlled by the **Workspace Experience** configuration, not traditional UI Policies or View Rules. Here's how to hide specific related list items:

**Option 1: Workspace Builder Configuration**

1. Navigate to **Workspace Experience > Workspaces**
2. Open your Project Workspace configuration
3. Go to the **Pages** or **Navigation** section
4. Find the L2 menu configuration for the record page
5. Remove or disable the specific related list tabs you want to hide

**Option 2: Using Workspace Variants**

If you need conditional hiding based on user roles or record state:

1. Create a workspace variant for your specific use case
2. Configure the variant's L2 menu to exclude the unwanted related lists
3. Set conditions for when this variant should apply

**Option 3: ACLs on Related Tables**

If you want to hide related lists based on security:

```javascript
// Create an ACL on the related table with condition
// Type: record
// Operation: read
// Script:
answer = gs.hasRole('your_required_role');
```

This prevents the related list from appearing if the user lacks access to the underlying data.

**Quick Check:** Can you confirm which specific related list items you're trying to hide and whether this should apply to all users or conditionally? That will help narrow down the best approach for your situation.

_______________________________________
I used snowcoder ai to generate this. If you need to tweak the requirements, you can run it through their Yeti AI for free.