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Can I edit the Add New Activity List in Top Navigation

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Posted on by Lori_Tracy

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In the Unified Interface App I show two different + icons that allow adding. One is the quick create and the second is only for activities. I want to be able to remove some of the activities in the list - for instance I do not want to allow users to select Letter, Fax or Service Activity.

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Lori_Tracy 100 on at

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RE: Can I edit the Add New Activity List in Top Navigation

Thank you Henry, I'll try to figure out how these were installed.

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Henry J. 5,237 on at

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RE: Can I edit the Add New Activity List in Top Navigation

Hi Lori,

You should only see these options by default for the top bar:

If you see other options, these have been added with customizations (by you, an ISV add-on that you installed, from a partner, etc.)

Now in the out-of-the-box Quick Create (the + icon), you can choose what activities are available (in the screenshot below, Visit Report is a custom entiy).

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Lori_Tracy 100 on at

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RE: Can I edit the Add New Activity List in Top Navigation

I didn't 'intentionally' redevelop another Quick Create - something we never used and always discouraged our users from using, I just noticed this when we started building Unified Interface App. I do not have Letter or Fax as part of my App definition, but these are still appearing.

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Henry J. 5,237 on at

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RE: Can I edit the Add New Activity List in Top Navigation

Hi Lori,

May I ask why you redevelop your own Quick Create feature to create activities?

For the regular "Quick Create" for activities, consider removing the Latter, Fax, etc. entities from your app definition.
I think this should remove them from the suggested activity types.
https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/model-driven-app-components

Henry

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