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HollySimmons
HollySimmons
Helper ⭐️
July 22, 2021
New Idea

Option to turn off Add record option in 360

Related products:CS C360 & R360 & P360
  • July 22, 2021
  • 16 replies
  • 239 views

Currently it seems that the Add record option is available when we use a related list to display report(s) built off a low volume object. I would want to be able to control when that is visible. 

In order to allow joins most of our objects are all low volume, but that includes things like Opportunities and Contracts, which come from SFDC - and so we shouldn’t be allowing CSM’s to add their own in. 

 

    16 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    July 23, 2021

    @HollySimmons we are in process of redesigning the c360 and I remembering adding this to the backlog item. I will once again check with the product team and get back to you.Thank you for sharing this!!

    gopal_rao_kallepu
    gopal_rao_kallepu
    Helper ⭐️⭐️⭐️
    July 30, 2021

    Agreed @HollySimmons admin needs control on this option to hide for use-cases where it does not make sense. We are trying address this as part of the ongoing C360 Redesign.

    Gopal
      bradley
      bradley
      Expert ⭐️
      July 30, 2021

      +1

        gunjanm
        gunjanm
        Expert ⭐️
        March 17, 2022

        This button causes so much unnecessary confusion for users. Why was this forced to be available? I know the edit button on records is controlled by the GSID being in the report. I wish this had a similar hack or, better yet, toggle. 

        Gunjan
        matthew_lind
        matthew_lind
        VIP ⭐️⭐️⭐️⭐️⭐️
        March 17, 2022

        I regret that I have but one upvote to contribute here. 

        Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
        gunjanm
        gunjanm
        Expert ⭐️
        March 18, 2022

        I regret that I have but one upvote to contribute here. 

        https://youtu.be/j1ngEIxopUU 

        Gunjan
          lexisjenkins7
          Contributor ⭐️⭐️
          February 15, 2023

           Any update on where this is prioritized with the new 360?

          LJ
          lexisjenkins7
          Contributor ⭐️⭐️
          February 15, 2023

          Disregard ^. Confirmed this is not showing with the new design.

          LJ
          anirbandutta
          anirbandutta
          Expert ⭐️
          February 15, 2023

          @Dheepak G to this thread

          It's an opportunity for engagement
            benwanlessmenlo
            benwanlessmenlo
            Contributor ⭐️⭐️⭐️⭐️⭐️
            February 21, 2023

            Disregard ^. Confirmed this is not showing with the new design.

             

            @gopal_rao_kallepu I just noticed this today that I am seeing an “Add Record” button in the C360 Reports section on Low Volume Objects and for Salesforce Objects.

             

            Is there a way to customize this and turn it off?

             

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