Hide a global list or form action from a table or view

  • Release version: Washingtondc
  • Updated July 31, 2025
  • 1 minute to read
  • Use an action exclusion record to exclude a list or form action from a specified table, view, or table within a view.

    Before you begin

    Role required: admin

    About this task

    An action exclusion record enables you to hide a global list or form action from a table, view, or table within a view. For example, you can hide a list action from a specific workspace, an Incident table, or an Incident table in a specific workspace.

    Procedure

    1. Navigate to sys_workspace_declarative_action_exclusion.do.
      A new action exclusion record opens.
    2. Complete the following fields.
      Action assignment
      Select the action that you want to exclude.
      Table
      Select the table that you want to exclude the action from.
      Exclude this table
      Select the check box to exclude the action from the selected table.
      Exclude all child tables
      Select the check box to exclude the action from all child tables of the selected table.
      View
      Select a view to exclude the action from.
      Note:
      • To save an action exclusion record, you must select a table or view.
      • If you select a table, you must also select Exclude this table or Exclude all child tables for an exclusion to occur.
      • If you select a table but not a view, the action is excluded from the selected table regardless of the view.
      • If you select a view but not a table, the action is excluded from the selected view regardless of the table.
      • If you select both a table and a view, the action is excluded from the selected table within the selected view.
    3. Select Submit.