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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

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    lexisjenkins7
    Contributor ⭐️⭐️
    February 21, 2023

    With the new c360 yes you can. Not with the existing/old c360.

    LJ
      benwanlessmenlo
      benwanlessmenlo
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 21, 2023

      With the new c360 yes you can. Not with the existing/old c360.

       

      Great! Would you be able to share where this setting is?

      I wasn’t able to find it after searching high and low, and it doesn’t appear to be in the documentation for configuring the Report section.

      https://support.gainsight.com/Gainsight_NXT/07360/New_360_Experience/Admin_Guides/Configure_Reports_Section

      https://support.gainsight.com/Gainsight_NXT/07360/New_360_Experience/User_Guides/Overview_of_C360%2F%2FR360_Sections_and_Widgets#Reports_Created_on_Low_Volume_Objects

      Best,

      Ben Wanless

      matthew_lind
      matthew_lind
      VIP ⭐️⭐️⭐️⭐️⭐️
      February 22, 2023

      Joining @benwanlessmenlo, I would definitely have use for prohibiting the ability of users to create records in low volume objects. I’d love to understand how to configure that.

      Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
      lexisjenkins7
      Contributor ⭐️⭐️
      February 22, 2023

      When I first reviewed the low volume object on the new c360 design the “Add Record” button wasn’t visible. Now checking to respond to @benwanlessmenlo and seeing the “Add Record” button in addition to editing individual records.

       

      Can someone from Gainsight chime in here? Comments in this post suggest it was solved with the new redesign and now it doesn’t appear to be.

       

      Apologies for the confusion i’ve added. 😅 

      LJ
        bradley
        bradley
        Expert ⭐️
        February 22, 2023

        When I first reviewed the low volume object on the new c360 design the “Add Record” button wasn’t visible. Now checking to respond to @benwanlessmenlo and seeing the “Add Record” button in addition to editing individual records.

         

        Can someone from Gainsight chime in here? Comments in this post suggest it was solved with the new redesign and now it doesn’t appear to be.

         

        Apologies for the confusion i’ve added. 😅 

        IIRC “Add Record” appears when you include the GSID or ID field from your low volume object. I believe that is what allows you to permit users to add or edit records however it is all or nothing - I don’t believe you can remove the ID and allow edit but not create. Don’t take my word for it, but I think that’s the behavior. No actual direct way to toggle that “Add” button except for Person/People records.

          tim_p
          Contributor ⭐️
          November 10, 2023

          This would be very useful, we have certain records that are intended to be purely read-only but it’s confusing for users and can cause accidents.

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