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Microsoft Dynamics CRM (Archived)

Hiding a field from Advanced find view and reports

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Posted on by 160

Hello Everyone,

I am hiding a field in Contact form and using it only in back-end for other purpose. Can we also hide it in Advanced find view and Reports, so that users won't have the option to select that field?

Any help is appreciated.

Thanks,

Regards,

Praveen.

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I have the same question (0)
  • Verified answer
    Flydancer Profile Picture
    1,332 on at

    Yes, you can use field security and hide it completely for specified users/teams crmbook.powerobjects.com/.../field-security-profiles

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    You can set the property of that field as Searchable = No in customization. Then it won't show in Adv.Find

    1205.search.jpg

  • Praveen Kumar Ellappa Profile Picture
    160 on at

    Arun,

    Still the field can be added as column in advanced find view.

    Regards,

    Praveen.

  • Praveen Kumar Ellappa Profile Picture
    160 on at

    Flydancer,

    I guess that works for our requirement.

    Thanks,

    Regards,

    Praveen.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Praveen Kumar Ellappa,

    This article teaches you how to Bulk Hide Unused Fields from Users in Advanced Find.

  • Praveen Kumar Ellappa Profile Picture
    160 on at

    Hi Adrian,

    If I am right, setting searchable NO only makes the field not searchable in Advanced Find, but still it can be added a column (?)

    Regards,

    Praveen.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Praveen Kumar Ellappa,

    That is correct. There are currently no supported methods to prevent Users from adding the fields as a column in Advanced Find. The best solution currently available is a combination of hiding the fields you do not want to be visible from the Advanced Find field selection, and implementing Field Security Profiles on the fields you want hidden. Users will still have the ability to add these fields as a column, but they will not be able to see the values in the column unless they have the required permissions.

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