I have Ribbon Workbench, and I've used it to make a few small changes on Form or View button bars, but I can't figure out how to change the very top level options. We want to force creation of opportunities and some custom entities from the Account Form, where links and rules are enforced. How do I remove those options from the create dropdown?
Hi,
I am afraid there is nothing you can do . I will recommend you build a workflow or plugin to sync the data if user create from homepage quick create.
Users need to be able to use the Quick Create forms (so I can't turn off "Allow Quick Create" - but we want it only from the Account page, where links and fields can be auto-populated (already built using the sub-grid, thanks anyway). I just want to remove some entities from this main command bar, because if the record is created from there, the fields can't auto-populate.
Hi Msolomon,
You need to do two steps:
1. Go to Settings > Customizations > Customize the System. Go to the entity you don't want to appear in the list, uncheck the Allow quick create button.
2. Go to Settings > My Apps, click "···" of the Unified Interface APP, then click the OPEN IN APP DESIGNER button.
Click on the Forms button of the entity you don't want to display in the list, uncheck the All button on the right, and check the other forms except the last Quick Create Forms.
The effect is as follows:
The Account entity is not in the list.
This is feasible in my environment. So you need to test in your environment. If this is not possible, you will need to raise a Microsoft support ticket.
Hope this helps.
Best Regards,
Lu Hao
Hi,
this is why I mentioned that I dont know whether this is a bug or standard behaviour of UCI. I would suggest you to contact Microsoft after you tested in your environment.
I can't remove the entity or even the form from the solution - I need them. I just don't want them to appear on that menu dropdown.
Hi,
Since you are using UCI. You need open app designer
select the entity, after that form, uncheck the quick create form, save and publish.
but in the end you still see the quick create form. I dont know whether this is a bug or what. (at least in my instance). I removed the whole entity , that it is working.
Hi Msolomon,
If I misunderstand your needs, please correct me.
Is your demand these two points?
1, If you want to quickly create other related entity records within the Account form, I recommend you use the sub-grid for quick creation.
The steps to add a subgrid are as follows:
Go to the Account form of the web client and click the FORM button on the command bar to enter the form editor.
Click the Sub-Grid button under the INSERT tab of the form editor. Enter Name in the Set Properties window, select the Entity you want, and click OK. Don't forget to save and publish.
The effect is as follows:
When I click "···" in the sub-grid on the unified interface, and then click the Add New Opportunity button, the quick create form will pop up, and the Account field will automatically fill the current Account.
2, If you use the method in the first point, then you only need to create the sub-grid of the required entity in the Account form, and don't create sub-grids of other entities you don't need. This will meet your second needs.
If you still want to delete unwanted entities in the quick create list, then please refer to the previous reply. Uncheck Allow quick create.
Hope this helps.
Best Regards,
Lu Hao
Users need to be able to use the Quick Create forms - but only from the Account page, where links and fields can be auto-populated. I just want to remove some entities from this main command bar.
The area you have indicated in the red circle is the "Quick Create" option. So, if you were to select one of the options in the list, it will pop open a panel on the right-hand side with the words "Quick Create" at the top of the panel.
To add additional options to this list, you will need to go to the entity in your solution and make sure "Allow Quick Create" is selected.
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