To prevent some benefits administrators from completing certain actions, you can hide
the quick action from them.
Before you start
- Create a custom job role.
- Create a data role for the new job role.
- Attach the new data role to the person you'll be signing in as.
- Sign in as the person with the new data role.
- Create a Sandbox and Make It Active
Here's what to do
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Go to .
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Enter your sandbox.
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Go to .
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On the Structure page, click the appropriate node, such as My Client
Groups.
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On the Edit Group page, click the Quick Actions tab.
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Expand the appropriate node, such as Benefits.
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Click the quick action you want to hide, such as People to
Cover.
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On the Edit Quick Action dialog box, in the Visibile
field, select Expression Builder.
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On the Expression Editor dialog box, in the Type a value or
expression field, enter the appropriate expression. This example
expression hide the quick action from the fictious SS_BEN_DATA_ROLE_DATA data
role:
#{Profile.values.BEN_ADMINISTRATIVE_ENROLLMENT_RESPONSIVE_ENABLED eq 'Y' and Profile.values.HCM_RESPONSIVE_PAGES_ENABLED eq 'Y' and securityContext.userInRole['SS_BEN_DATA_ROLE_DATA']}
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Click OK.
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Click Save and Close.
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On the Structure page, click Save and Close.
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To verify your changes, on the Sandbox Mode: Edit menu,
select Preview as if Published (Context: All).
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To publish your changes, on the <YourSandboxName>
menu, select Publish.