Related Action Shortcuts

sanchitam over 5 years ago

Hi,

Is there a way to add logic to the visibility of a specific related action shortcut within a view within a record? Or would it have to be a new view altogether?

Any insight would be appreciated!

Discussion posts and replies are publicly visible

+1 Mike Schmitt
Certified Lead Developer
over 5 years ago

No - a related action's visibility will use the same logic whether in the Related Actions tab or whether seen as a shortcut on one of the dashboards/views.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Reject Answer

Cancel
0 Robert Shankin
Appian Employee
over 5 years ago

I'm confused about what the question is here:
Designers can choose to altogether not show related action shortcuts on a given view. That's a view setting.
Designers can also choose to create visibility settings on the related action.
If you want to be able to start the same process from different record views, but only show the button under certain circumstances, you could create the related action twice, configure visibility differently on each, and assign those different versions to each record view.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel