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C360 Related Lists (add button and view/edit icons)

  • August 15, 2016
  • 7 replies
  • 162 views

dave_wu_74b11e
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When a related list is added to a C360 section, from my understanding, an "Add" button as well as a view icon (eyeball) are available to the end user. In addition, if that user has access, an edit icon (pencil) is also made available. If the user doesn't have the access to add a record, an error message will be displayed.

Currently, there isn't a way to configure whether you want these icons to appear, but it would be useful for this option - especially for the "Add" button.

7 replies

sidhu
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  • Gainsight Employee ⭐️
  • August 16, 2016
We will try to find out if a user has create permissions and restrict the visibility of the add button automatically. Would that be okay or would a configuration still be preferred?

dave_wu_74b11e
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  • Author
  • Gainsight Employee ⭐️
  • August 16, 2016
If permissions are allowed for either the Add or Edit icons, I'd like the choice to configure whether the icons show up or not. Thanks!

jeff_waldman
  • Contributor ⭐️⭐️
  • September 21, 2016
The delete button should be included in this.  I would only want select people to add, edit, and delete relationships. 

janet_h
  • Contributor ⭐️⭐️
  • September 22, 2016
I agree with the option to have the choice as to whether these icons show up.  Currently causes confusion to our users. 

dave_wu_74b11e
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  • Author
  • Gainsight Employee ⭐️
  • April 4, 2017
Any updates on this request?

einat_pick
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 16, 2017
There is another aspect for this issue.
We have customized the buttons that create new SFDC records in SFDC layouts (e.g., New Contact, or a custom object). 
This enables us to apply additional processes before the new record is created.
If users use the ADD option from GS, they are created faulty records with critical info missing!
Hence we need to be able to either remove the ADD button or customize it the way we did in SFDC layouts.

jean.nairon
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  • Expert ⭐️
  • August 10, 2020

I have also created two other ideas for low volume objects that would hopefully help: