How to remove communication options under progress bar ?

Hi Akshit,

The code below should be added to the diff array of the ActionsDashboard module of your section:

{
				"operation": "remove",
				"name": "Tabs"
			}

Once done and the page is refreshed you will see that the tabs were removed:

Best regards,

Oscar

Oscar Dylan,

How to identify the ActionDashbaord module of any section (OOTB / Custom section)?

Could you please share the steps to identify the corresponding action dashboard module of a section?

Best Regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi Bhoobalan,

There is no such an instruction unfortunately. There are 5 OOB section actions dashboards:

All other section actions dashboards are built using the base SectionActionsDashboard (the last in the list) and settings that are created in the database in the SysDcmSchemaInSettings and SysDcmSettings tables. If you need to hide something in the Cases, Leads or Portal Cases sections you can use already created section dashboards, but as for the custom sections or Opportunity, Lead etc. sections you will need to modify the logic inside the base SectionActionsDashboard. There is a number of methods that control tabs visibility including _getTabsVisibility or getExtraActionDashboadTabVisible and if you need to hide something from the actions dashboard in the custom section then you need to modify the logic of methods as these.

Best regards,

Oscar

We have found this article which has done the trick for ourselves:

Removing the Facebook, WhatsApp, or Telegram Message Buttons from the Actions Dashboard in Creatio

https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegram-message-buttons-from-the-actions-dashboard-in-creatio/

The remaining buttons can be removed by using the browser inspector to identify the buttons and then enter a remove similarly.

Hi,

you can use the Section actions dashboard manager application from the Marketplace to choose which action to show/hide: https://marketplace.creatio.com/app/section-actions-dashboard-manager-creatio