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I want to hide the products, quotes, field service, and file tabs in the opportunity section. I went to Advanced setting/customization, customize the system, and selected opportunity and then forms, but I could only remove those tabs, not hiding them.
Also, how can I hide the buttons below the collateral section on the main page?
In the properties of the tab there should be a "Visible by default" property. Uncheck it, save the tab and publish. After the changes applied - tabs will be hidden on the form.
If you want to remove Quotes/Orders/Invoices you will have to modify application's sitemap - docs.microsoft.com/.../create-site-map-app
Hi Arash R,
- To hide the tabs on the opportunity or any other entity, you have to follow below steps:
1. Go to the form customization. Select the tab and click on "Change Properties" button on the top as highlighted in below screenshot.
2. Uncheck the checkbox "Visible by default" as shown in below screenshot and then save and publish the form.
-To hide the entities from sitemap, as we cant hide the entity directly from the sitemap. To hide the entities, we can either use Security Roles or custom code or we can remove entity from the sitemap as shown in below screenshot.
Hope it helps.
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