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Hello,
We only want Letter and Phone to be available Activity Types for Campaign Activity (channeltypecode). It looks like I am able to remove the other option set values, but I want to be sure I will not be breaking anything by doing so. Has anyone done this before and did you have any issues?
Thanks,
Suzy
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Hi Suzi,
I don't think it will not impact anything if you can removed the options . It will work as expected like you are not using those remove channel .
However its always best practice instead of removing options from system field you can do following -
- Hide the options from Channel Type optionset using JavaScript while form onload .
Try with this -
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function OptionSetAddRemove() {
var optionSet = Xrm.Page.ui.controls.get("channeltypecode");
var optionSetValues = optionSet.getAttribute().getOptions(); // retrieve All options of Option set field
optionSet.clearOptions();
optionSetValues.forEach(function (element) {
if (element.value == "831260008") // Remove options which you want to hide based on value
optionSet.removeOption(element);
});
}
-Restrict Campaign activity creation when user select other type of channel using workflow and display custom error message when user wants to create other type of activity channel.
Please check below reference -
http://survivingcrm.com/2013/11/using-real-time-workflows-to-show-error-messages/
Hope this helps .
