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Session Id :
Microsoft Dynamics CRM (Archived)

Can the following quick create button highlighted in yellow in OPEN OPPORTUNTITIES grid in the Account page be hidden or not made clickable

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Can the following quick create button highlighted in yellow in OPEN OPPORTUNTITIES grid in the Account page be hidden or not made clickable824260.Capture.PNG

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  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Can the following quick create button highlighted in yellow in OPEN OPPORTUNTITIES grid in the Account page be hidden or not made clickable

    Hi ,

    Here is the details steps you need to follow - 

    - Add below code in a JS web resource .

    Make sure you write enable rule like below so that , the button will be hide only for account subgrid - 

    function HideOpportunitySubGridButton() {
        var entityType = Xrm.Page.data.entity.getEntityName();
        if (entityType == "account") {
            return false;
        }
        else {
            return true;
        }
    }

    - Create one solution and include the Opportunity entity.

    - Open Ribbon workbench and select the solution.

    - Select the Add New button under subgrid area and click on customize button.

    - Find the command and click on Add new enable rules.

    - Select the web resource and put the JS  function name above mentioned.

    - Select Default true and invert true.

    - Publish

    Hope this  helps.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Can the following quick create button highlighted in yellow in OPEN OPPORTUNTITIES grid in the Account page be hidden or not made clickable

    You can refer this thread as well-

    community.dynamics.com/.../864213

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Can the following quick create button highlighted in yellow in OPEN OPPORTUNTITIES grid in the Account page be hidden or not made clickable

    Hi,

    remember while configuring the enable rule and display rule, check the current entity is "Account" only proceed. Else other entities with this subgrid will get affected too.

    You can refer below video on how to configure it.

    www.youtube.com/watch

  • Verified answer
    Rajesh Chungath Profile Picture
    Rajesh Chungath 467 on at
    RE: Can the following quick create button highlighted in yellow in OPEN OPPORTUNTITIES grid in the Account page be hidden or not made clickable

    Please use ribbon workbench and configure hide show rule

    Please download using below link

     https://www.develop1.net/public/rwb/ribbonworkbench.aspx

    A tutorial is available from https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

    You can also call a java-script function if required any custom logic

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