In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Did you know that in order to hide menu items you need a few steps.
To hide menu items in CRM following the steps below.
For our example I will be demonstrating how to hide the "Attach a File" and "Add a Note" items from Actions on the Task entity.
First you will need to locate the id of the fields. To do this with the Task entity open press F12 on the keyboard to view the html.
Search for Attach a File and copy the id and save in Notepad
Search for Add a Note and copy the id and save in Notepad
Add the following OnLoad event to the Task entity and publish the changes:
// ----------------------
var element = document.getElementById("_MIlocAddFileTo5") ;
if (element != null) {
element.style.display = "none";
}
// ----------------------
// ----------------------
var element = document.getElementById("_MIlocAddObjTo5") ;
if (element != null) {
element.style.display = "none";
}
// ----------------------
The "Add a Note" and "Attach a File" are now hidden.
You should also hide the paperclip icon if you hide ataach a file.
Thanks. Works like a charm.
How to Hide Fax Sub Menu Item in Opportunity entity.
This value is under Actions>>Activity>>Fax.
Neen the ID of Fax please will some body help me on this.
Thanks,
Madhu.