Kinetic - Application Studio - Creating a customized screen

Hi all,

We are trying to create a basic customer screen with a tab that allows users to add contacts only, that has no other update privileges.

First time doing this in application studio and wondered if there’s a relatively easy way to remove or hide tabs that anyone knows of please?

When I look at the tree, I can see that you can delete different items but not sure of the effect of functionality or if it’s best practice.

Many thanks in advance

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I think you will find that you cannot actually delete those, I believe most native controls and items are protected so in most cases you are restricted to hiding them.

I’m not sure if I completely understand the goal, based on your picture… are you trying to hide the entire details page?

If you go into the Detail page, you can hide pretty much everything.

Panel Cards, Containers and/or individual components all have a “Hidden” property you can apply.

So, in hiding pretty much everything on the details page, you can get it down to something like the below:

Once you start hiding things, you can toggle them on/off with the Hide/Unhide button in the top right corner… the hidden components will reappear, but faded in the background to show they are hidden.

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We wanted something very similar, where certain employees could add contacts to customers but not edit any other information on the customer record, and just opted to make a custom dashboard where they could do that. We also added the ability for them to record call logs for the customers in the same place.

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I like David’s suggestion above. You could create a layer and set anything you don’t want the user to touch to read only. Almost like your own customised TRACKER?

Your users would still have access to all the info on the customer entry as a reference point.

Just control which users go through this layer via menu maintenance and security groups?

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If you go to Person/Contact maintenance - you are able to add contacts there.
There are buttons to open buyer, workforce and employees. So, could you add a button that would open Contact Tracker that is modified to add links to customers?
Or just create a process to add a link in Person/Contact Maintenance?

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Thanks all for your help and advice!! :grin:

David thank you for the solution, this works perfectly for what we need. The only thing I changed, was to add a new panel card to create a new Customer Details section so I could hide the original panel which contained the ‘Change CustID’ button.

The only issue I found and yet to find a way to remove… is in the overflow menu, it allows you to delete the customer, despite not having access to Customer Maintenance :thinking:

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Arnold Schwarzenegger No Prob GIF

For some of those items, if you’re looking at the page properties, under tools, you can set individual tools to “disabled”.

In this case, I don’t see the Delete tool in the drop down.

So, I created a test customer, and then went to delete it while watching in debugger… I see this event firing:
image

So, back in app studio, opening the OnClick_toolDelete event, I can see the trigger is pointing to “toolDelete”.

Not seeing any reference to “toolDelete” anywhere, I figured I’d see what kind of system tools this may be linked to.

So, back in debugger, I reviewed the sysTools dataview:
image

Scrolling down, I saw:
image

So, working under the assumption that “Customer_DeleteTool” is the name I need to work with…

You can then add a Data Rule to your custom layer to “disable” that tool. So in this case, your Action Data View would be sysTools:

A little tough to tell, but it is now faded and unclickable (disabled).

image

Or, if you prefer, you can also make it “invisible” all together by altering the Action in the Data Rule to the below:

In this route, the Delete icon is now invisible/hidden altogether.

image

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Ahh awesome this worked - thanks a bunch!! My first time using data views so really appreciate the detailed steps! :smiley:

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