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Microsoft Dynamics 365 | Integration, Dataverse...
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How to hide + button on a dashboard and still have it on the entity form

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Posted on by 7,316

Hi,

Hoping someone can help me with this.

I have a parent entity which has 1:N relationship with another entity(child). So, I have a main form with a subgrid on it. Users should be able to create child entity from parent form but shouldn't be able to create from dashboard which will create orphaned child records and so we don't want to get into that mess. The problem is I have child entity view on dashboard which users asked for it and there is a + button on it.

Now, how do I remove the ability to create a new record from dashboard whilst keeping the ability from a form subgrid?

I know this can be done using ribbon workbench but at the same time, I do not want to remove 'Add New' button from the entity form subgrid. Is there a way to do it?

Thanks for any help!

  • Verified answer
    Community Member Profile Picture
    on at
    RE: How to hide + button on a dashboard and still have it on the entity form

    Hi Meenoo,

    Through my test, I use Rubbon workbench to hide plus(+) button, I test with contact entity, and it has a sub-grid in account form.

    1.When I hide button on sub-grid bar:

    pastedimage1600847374278v1.png

    Plus(+) button will disappear in sub-grid, but still exists in dashboard.

    (1) Dashboard Page:                                                          

    pastedimage1600847398954v2.png

    (2) Account form:

    pastedimage1600847429097v3.png

    2.When I hide button on home bar:

    pastedimage1600847450010v4.png

    Plus(+) button will disappear in dashboard and view page, but sub-grid button still exists.

    (1) Dashboards page:

    pastedimage1600847458070v5.png

    (2) Contact view Page:

    pastedimage1600847465087v6.png

    (3) Account Form:

     pastedimage1600847481288v7.png

    So + button on sub-grid of account form can’t be affected when you hide + button on dashboards, which hide + button on contact view page at the same time.

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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