How to configure right-click options on a Case Entity to only show User Actions?

charlesjohnson

After right-clicking a Case Entity a multitude of default options are shown. How can we configure the options shown upon a right-click to only show available User Actions?

Cody_Decisions

Hi there,

There are a couple of ways you can configure this in your environment depending on your specific use case. Here is one solution that may work for your needs:

In order to only show available User Actions upon right-clicking a Case Entity, we can utilize an Action Visibility Rule. With an Action Visibility Rule, we can configure what is shown to specific end users. Here is an example Action Visibility Rule:

Anytime a user right-clicks an item within a Report associated with the Case Entity, this rule will run. In this example, if the initiating account is admin@decisions.com, the rule will be evaluated as False and no right-click items will be hidden. If evaluated True, the listed right-click items will be hidden except for the available User Actions.

Note: You can also show/hide actions under Report Properties for that specific report if this better fits your needs.

The right-click options when using a non-admin account:

The right-click options when using an admin account:

Hope this helps!