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Microsoft Dynamics CRM (Archived)

Filtering custom activity in activity wall/social pane

Posted on by

We have a custom activity which we do not want anyone to see except one role.

I tried 3 approches but not able to get this going.

1. "Control" object handle using XRM Model - iterated all controls but did not get hold of this control.

2. DOM - since it is critical not to show it, I anyway tried, I could get handle of using following but then JQuery fails to hide children.

3. I thought if there could be a way to somehow control data feeding to page - Xrm.UI.data does not list these entities. I frnkly haven't explored this much.

I read somewhere social pane control cannot be customised, Activity type entities does not support security roles, JavaScript is restricted. This is frustrating. What are my options?
We are using on premise CRM 365 

parent.document.getElementById('activitiesWallElementContainer');
var posts = $(acWall).find(["div[entitylogicalname = 'new_customnote'"]);
console.log("posts", posts);
posts.toggle();

OR

$("#activitiesWallElementContainer #wall #wallContainer").on('DOMNodeInserted', function(e) {
    if(e.target.hasAttribute("objecttypecode") && e.target.attributes["objecttypecode"].nodeValue == "11111") {
		e.target.children[1].childNodes[7].children[0].children[0].hidden = true;
	}
});

*This post is locked for comments

  • Mark Muskin Profile Picture
    Mark Muskin 45 on at
    RE: Filtering custom activity in activity wall/social pane

    I'm looking for similar to be able to filter out certain activities on the Case Timeline, for example: If the email came from Joe@123.com- I don't want it seen in the timeline...

    Any suggestions?

    TIA!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filtering custom activity in activity wall/social pane

    Hello, do you find a solution for v 9.0? We want to hide some data on Timeline for Opportunities.

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Filtering custom activity in activity wall/social pane

    I updated previous message.

  • SamJackSon Profile Picture
    SamJackSon on at
    RE: Filtering custom activity in activity wall/social pane

    On Premise

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Filtering custom activity in activity wall/social pane

    Looks like you're on-prem and that means that I have good news for you:

    For account/contact special message "Rollup" is used. OOB it's not available for handling with plugins but you can activate it. I haven't checked that approach since CRM 4.0 so it's a good opportunity to check it and leave your notes about it. Here is an article I wrote back to 2010 - a33ik.blogspot.com/.../handling-rollup-message-with-plugins-in.html

  • SamJackSon Profile Picture
    SamJackSon on at
    RE: Filtering custom activity in activity wall/social pane

    This is Contact form, we will also probably need this for Case form.

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Filtering custom activity in activity wall/social pane

    Is it account or contact form?

  • SamJackSon Profile Picture
    SamJackSon on at
    RE: Filtering custom activity in activity wall/social pane

    Plugin for this message is not getting triggered - RetrieveMultiple - Activity - Pre-operation

    It is getting triggered for Actility list though which is a good sign.

    Any further suggestion?

  • SamJackSon Profile Picture
    SamJackSon on at
    RE: Filtering custom activity in activity wall/social pane

    Thanks Andrii.

    Is this somehting you had in mind?

    guruprasadcrm.blogspot.com.au/.../plugin-on-retrieve-multiple-message-in.html

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Filtering custom activity in activity wall/social pane

    Hello,

    I believe the best way would be to handle RetreiveMultiple message of activitypointer entity, check initiating user's roles and add a filter to query that will remove that activity from response.

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