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How to hide ‘New’ button for a table on Agent Workspace’ related-list when the ‘New’ action is not configured for that table residing in different scope - Support and Troubleshooting
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KB0830000

How to hide ‘New’ button for a table on Agent Workspace’ related-list when the ‘New’ action is not configured for that table residing in different scope


14691 Views Last updated : Jan 14, 2025 public Copy Permalink English (Original)
  • English (Original)
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KB Summary by Now Assist

Summary

When there is no 'New' button (action-assignment) configured for the related-list table but by-default the 'New' button is showing in that related-list, therefore it is pointing to the 'New' button from the 'Global' table, as Global table's action-buttons will appear on all the forms/related-lists unless any specific ones are configured for the target table.

Release

Orlando onwards

Instructions

  1. From the application-navigator, navigate to -- Workspace Experience > Actions & Components > Related List Actions
  2. Apply this filter:
    - Action label | is | New
    - Table | is | Global
  3. Open that 'sys_declarative_action_assignment' record
  4. If you are not in 'Global' application, you will not notice any 'New' button in the 'Action Exclusions' related-list
  5. Switch to the Application = Global, if not already > now the 'New' button will appear
  6. Click on 'New' > notice the "Action assignment = create-new" will be auto-populated
  7. Now if you try to find the target table that is in different Application, example: a table under Customer-Service application, it will not be available in the list of tables
  8. Therefore again switch to the required application, example = Customer Service, immediately you will find that table in the list
  9. Set the below values >>
    - Table = related_list_table_name
    - Exclude this table = checked
    - Exclude all child-tables = optional (based on your requirement)
  10. Save the record

    Now should notice the 'New' button (action) is unavailable in the related-list.

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