Hi Chris,
I have moved this to the customization section of our forum. I believe you can do this with Custom CSS to get rid of the "New" button from the navigation panel.
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Navigation Panel New Items
How can I disable the option to add new items from the Navigation Panel? I want to force users to use the custom actions I created at the organization level, so I can enforce mandatory fields and setup default values.
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Hi Chris,
You can do one or both of the following:
Use a validation rule with the following evaluation criteria: not isTriggeredBy('CustomAction') this will validate that the project creation (for example) was triggered by Custom Action and not something else.
Use custom CSS to remove the New. Basically you need to remove it not just from navigation bar but from many other places in the system. For removing it from the navigation bar you need to inject the following code to the custom css global variable. In that case use the following code: #Actions_Action_CreateNew_Label {display:none;}
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Best Regards,
Tamir
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