Microsoft Dynamics CRM (Archived)

Hide the Create Button in BPF Process Flow

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Posted on by Suganthar_Satkunam

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

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COOL 40 on at

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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 210 on at

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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
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Suganthar_Satkunam 210 on at

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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
CristianMartin2019 10 on at

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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 210 on at

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RE: Hide the Create Button in BPF Process Flow

@ajyendra. please see it below
Suganthar_Satkunam 210 on at

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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.
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Kalpavruksh D365 CoE 2,545 on at

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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 1,738 on at

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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:

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 210 on at

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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 1,738 on at

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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

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