Entity Actions Visibility

Unknown

Entity Actions Visibility

Unknown

Hi,

I currently have a workflow that utilizes a Flow Execution Data Structure. I am providing reports to users with entity actions that give them additional flows to run. However, when right clicking on a report row, the pop up gives the Review Process View, View UW Response (entity action I created), Return To: Underwriting Helpdesk Tickets (master process folder), Manage, and Open options. I’d really just like the users to see the View UW Response entity action. Is there a way to remove the other options when right clicking on a report row?

Thanks

Unknown

Hi,

You should be able to hide system actions by setting up a visibility rule. Please check the below example.

1. I have an entity data structure and page report related to this structure. Below is the default action menu view.

[img]att1[/img]

[color=rgb(34, 34, 34)][font=Arial, Helvetica, sans-serif]2. I want to see only Edit action in that menu so I set up my action visibility rule as shown below. You can see only the actions that return true. So, I marked "not" action to write clean rule logic. In my example, if Action.Name does not equal to Edit string then these items will return true. So, they will not be visible on the action menu.[/font][/color]
[color=rgb(34, 34, 34)][font=Arial, Helvetica, sans-serif]
[/font][/color]

[img]att2[/img]

[img]att3[/img]

[img]att4[/img]

[color=rgb(34, 34, 34)][font=Arial, Helvetica, sans-serif]
[/font][/color]