Hiding Appian Record Header in Related action View

Certified Senior Developer

Hi,

I have link to record related action, however the view of the related action comes up with the record Header on top with Record Title, Summary, and other tabs.

I am looking for a way to hide the Record Header in related action view. Any help in this regard is highly appreciated. 

Thanks!

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  • 0
    Certified Lead Developer

    Hello Anjali,

    Instead of accessing the related actions from the 'Related Actions' view, you can enable users to access them through 'Related Actions shortcuts' on the summary or any other views. This approach eliminates the need to view the record header and title, and the related action will open in a dialog box.



    If you prefer, you have the option to hide the 'Related Actions' tab as well.

  • 0
    Certified Senior Developer
    in reply to Mathurambika M

    Thanks for the response, however I think I was not able to explain my question.

    Let's say that I have a related action to update a record, I have an interface (suppose home page) where I created a "link to the record related action, and set it to open in new tab".

    See the image below for instance, here the Update case related action is shown in this grid.

    When the user clicks on 'UPDATE CASE', a new tab opens and the Update record interface shows up, however in this new tab, we can see the 'Record Header' on top along with Headers of all the views of that record like Summary, etc. Like this-

    The requirement is to hide the tabs from top of the page on Update Case interface. I hope I was able to explain the question.

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  • 0
    Certified Senior Developer
    in reply to Mathurambika M

    Thanks for the response, however I think I was not able to explain my question.

    Let's say that I have a related action to update a record, I have an interface (suppose home page) where I created a "link to the record related action, and set it to open in new tab".

    See the image below for instance, here the Update case related action is shown in this grid.

    When the user clicks on 'UPDATE CASE', a new tab opens and the Update record interface shows up, however in this new tab, we can see the 'Record Header' on top along with Headers of all the views of that record like Summary, etc. Like this-

    The requirement is to hide the tabs from top of the page on Update Case interface. I hope I was able to explain the question.

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