Hide toolbar icon for clm contract document in some contract doc phase

[Former Member]

Dear all CLM experts.

I have one requirement from business regarding hide "Action" toolbar in clm contract document for only "Customer execution" phase but other phase still have "Action" toolbar available. I provide detail in screen shot as attached. Please advise me how to configure this requirement.

If you don't clear my requirement, please feel free to let me know.

Regards

Charnchai Suksiriwan

+66 84 7006786

[Former Member]

Hi Charnchai,

Usually the toolbar buttons are global in nature, meaning once hidden they are hidden everywhere.

You might want to look into Toolbar Customizations but I would insist you exercise caution while doing so.

Thanks

Devesh

[charnchai_suksiriwan2]

Hi Devesh,

Could you please guide / advise me how to configure Toolbar Customoization? I tried it but it could not possible to hide some menu in toolbar for specific contract phase.

Regards

Charnchai Suksiriwan

[Former Member]

Hi Charnchai

it is not possible to hide a toolbar in contract document per phase of contract. Toolbars are hidden either globally or per business object.

Regards

Dhiraj