How to hide standard actions for Details in record edit page

Hello Akshit,

You can add the following to the methods of the detail schema:

getExportToExcelFileMenuItem: Terrasoft.emptyFn,
getDataImportMenuItem: Terrasoft.emptyFn,

Ryan

Also, in this case, you can go to "Operation Permissions" and restrict the export functionality to specific roles, see "CanExportGrid" Operation permission.

On Creatio 7.17, also in the Business Rules of any section you can restrict tabs, objects, groups and so on, see at https://prnt.sc/vpzsq0 and https://prnt.sc/vpzttn

I suggest to use LOW-CODE tools of Creatio, avoid developing if Creatio have tools to solve what you need.

@Akshit, to avoid import, you need to edit "CanImportFromExcel" Operation Permission and configure the roles who must have permissions to import, by default just System Administrators

Hi Ryan Farley,

Thanks for the solution. It works.

But one more question I need to hide these options only for specific users, say for all the users except Supervisor these Export to Excel option should not be visible.

How can I achieve this? 

Hi Julio.Falcon_Nodos,

Thank you for you response but I see nothing like "CanImportFromExcel" or "CanExportGrid" Operation permission 

Application version is 7.16.3

Hi Akshit,

FYI you are filtering the "CanImportFromExcel" and "CanExportGrid" Operation Permission by Name column rather than it should filter by Code column. Please find the below screenshot for more information.

Many Thanks!

Sarthak Jain

Akshit,

You must select  "code" field, you are looking the Name

Hello Akshit,

Please see my comment at https://community.creatio.com/questions/specific-user-how-hide-standard…

This is exactly what you need.

Best regards,

Oscar