Hiding Appian Record Header in Related action View

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.

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.

Why would you want to navigate to the related actions view first? I my mind, it would make sense to open the related action directly from that button in your grid.

I don't think it is possible to hide the record headers by opening the related actions in a new tab. Ideally, you can achieve this by doing the following:

1. As mentioned earlier, configure the related action to open in a dialog box.

2. Otherwise, you can use 'a!startProcessLink' to start a process and navigate the user through any start form or the first chained attended node and any subsequent chained forms. This way, you will not see any headers at the top; however, the form will be opened in the same tab.

I don't think it is possible to hide the record headers by opening the related actions in a new tab. Ideally, you can achieve this by doing the following:

1. As mentioned earlier, configure the related action to open in a dialog box.

2. Otherwise, you can use 'a!startProcessLink' to start a process and navigate the user through any start form or the first chained attended node and any subsequent chained forms. This way, you will not see any headers at the top; however, the form will be opened in the same tab.

Thanks Madhurambika, these 2 options are certainly there. I was wondering if we could have related actions work in a new tab, seems like we can't. 

Cheers!