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dave_wu_74b11e
Gainsight Employee ⭐️
dave_wu_74b11e
Gainsight Employee ⭐️
August 15, 2016

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

  • August 15, 2016
  • 7 replies
  • 180 views
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
      Gainsight Employee ⭐️
      sidhu
      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
      Gainsight Employee ⭐️
      dave_wu_74b11eAuthor
      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
        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
        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
        Gainsight Employee ⭐️
        dave_wu_74b11eAuthor
        Gainsight Employee ⭐️
        April 4, 2017
        Any updates on this request?
        einat_pick
        einat_pick
        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
        jean.nairon
        Expert ⭐️
        August 10, 2020

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

         

         

         

        Jean
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