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Microsoft Dynamics CRM (Archived)

Hide the Create Button in BPF Process Flow

Posted on by 210

How to hide the Create button (+ Create) in Unified Interface.

pastedimage1568696173429v1.png

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  • COOL Profile Picture
    COOL 40 on at
    RE: Hide the Create Button in BPF Process Flow

    Hi Suganthar,

    How or where do you get the internal handler? Do you need to create one?

    <Handler functionName="MarketingSales.Lead.LeadLibrary.formOnload" libraryName="MarketingSales/Lead/Lead_main_system_library.js" handlerUniqueId="d24314f8-1caf-436e-b391-a60d700f659d" enabled="true" />

  • Suganthar_Satkunam Profile Picture
    Suganthar_Satkunam 210 on at
    RE: Hide the Create Button in BPF Process Flow

    Based on the investigation, I found that when I created a new form, the Create button does not appear. But it only appears in the existing form.

    Somehow, it is turned out to be an issue with Lead Form were below internal handler was missing. MS Support team suspect that the previous vendor may have customized the lead form

    <Handler functionName="MarketingSales.Lead.LeadLibrary.formOnload" libraryName="MarketingSales/Lead/Lead_main_system_library.js" handlerUniqueId="d24314f8-1caf-436e-b391-a60d700f659d" enabled="true" />

    I have manually updated the XML in the form. So the issue is solved

  • Suggested answer
    Suganthar_Satkunam Profile Picture
    Suganthar_Satkunam 210 on at
    RE: Hide the Create Button in BPF Process Flow

    Based on the investigation, I found that when I created a new form, the Create button does not appear. But it only appears in the existing form.

    Somehow, it is turned out to be an issue with Lead Form were below internal handler was missing. MS Support team suspect that the previous vendor may have customized the lead form

    <Handler functionName="MarketingSales.Lead.LeadLibrary.formOnload" libraryName="MarketingSales/Lead/Lead_main_system_library.js" handlerUniqueId="d24314f8-1caf-436e-b391-a60d700f659d" enabled="true" />

    I have manually updated the XML in the form. So the issue is solved

  • RE: Hide the Create Button in BPF Process Flow

    Can i add a   JavaScript function  on button  créate?

    I need to validate any rules before add a new  related record in the bpf.

    I can do it in previous versión but not on Uci mode.

    Thanks in advance

  • Suganthar_Satkunam Profile Picture
    Suganthar_Satkunam 210 on at
    RE: Hide the Create Button in BPF Process Flow

    @ajyendra. please see it below

    pastedimage1568769046884v1.png

  • Suganthar_Satkunam Profile Picture
    Suganthar_Satkunam 210 on at
    RE: Hide the Create Button in BPF Process Flow

    I think it is impossible. Because user want to create a new opportunity but not through the BPF from Lead to Opportunity. I want only user to qualify the lead from lead stage which will create opportunity.

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Hide the Create Button in BPF Process Flow

    Hi Satkunam,

    To hide the +Create button remove the write access on the entity in the security role. After this user won't see the +create option UI.

  • ajyendra Profile Picture
    ajyendra 1,730 on at
    RE: Hide the Create Button in BPF Process Flow

    Hi,

    I just perform same scenario in D365 trails version.

    I didn't find any "Create" inside Next Stage. Please see below image:

    pastedimage1568712036283v1.png

    Is I missing something or Did you Change anything on Business Process Flow of Lead Opportunity Sale. Please Provide Screenshot of Business Process Flow of Lead.

    Thanks

    Ajyendra

  • Suganthar_Satkunam Profile Picture
    Suganthar_Satkunam 210 on at
    RE: Hide the Create Button in BPF Process Flow

    Do you mean that it is showing the create button because im a system administrator role?

  • ajyendra Profile Picture
    ajyendra 1,730 on at
    RE: Hide the Create Button in BPF Process Flow

    Hi,

    If you want to remove just the Create button, you need to use unsupported JavaScript modification. But it will change as per updated in Future . Not Recommended.

    Note: Create button not display for the user who don't have permission to create/Update Business Process Flow

    Thanks

    Ajyendra

    If this answer is helpful to you . Please Mark as Verified.

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