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Hi Team

 

Could you enable the option of disabling the search option from the toolbar. 

 

Currently, when we revoke the “Search in Visual Investigator” capability, agents who create a new relationship (task/document form) without this capability are prompted to search for a object, rather than creating a new relationship object.

2 Comments
susantrueman
SAS Employee
Status changed to: Suggestion Under Review

Hello, 

 

Thanks for your product suggestion. Please could I double-check the specific request. 

 

Is the request to not show the "search" option to users in the "relate to" toolbar menu (highlighted in the screenshot below) or is the ask not to enforce search before creating a new object? 

 

VI-RelateTo-SearchMenu.png

 

Thanks

Susan

jaglali1
Fluorite | Level 6

Hi Susan / Team 

 

We would like the ability, to remove the search tab from the toolbar, forcing case workers to search via the relationship tab (as they still the search capability).  In the current product offering, users have to manually uncheck the search tab to remove it.

 

jaglali1_1-1775836428424.png