You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Actions button in Plan Document worklist

edited Oct 8, 2025 9:21AM in Sales 1 comment

Summary:

When a participant opens a plan document from the bell icon or the worklist area, there is an "Actions" button available on the top right corner.

We do not want our participants to have access to that Actions button.

Could you please let us know if there is a way to disable it.

Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):



Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!