Removing activity options form the list of New Activity

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Posted on by SivaR

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Hi,

I have to limit the activity option to Appointment, Email, Phone Call, and Task only when the user clicks "New Activity" from the Activity tab. How i can remove the rest of the options.

(The requirement is the ability to add an activity to an organization profile.)

Thank you,

siva

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Activities

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ramarajv 10 on at

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RE: Removing activity options form the list of New Activity

Hi SivaR , Thanks for your response. Yes we do have enabled the activity feature as mentioned in the post.

But still we want to hide or disable one of custom activity entity from activity drop-down in sales module .

I tried by removing that custom activity entity from the model driven app and this activity is not started appearing in the drop-down, however it's being added by automatically and start appearing in the drop-down.

Could you please help is there any other way to hide like using workbench ribbon tools.

Thanks in advance
SivaR 459 on at

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RE: Removing activity options form the list of New Activity

Please refer this link for the solution

(+) New activity dropdown to show only relevant activities in Dynamics 365 CRM - Dynamics 365 Sales Community
ramarajv 10 on at

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RE: Removing activity options form the list of New Activity

Hi SivaR did you find the solution for this problem, i am exactly facing the problem. Could please post the solution here
SivaR 459 on at

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RE: Removing activity options form the list of New Activity

i thought the button called New Activity and Add Existing Activity came from New {0} and Add Existing {0} buttons (refer to image 1). The 0 will be replaced with the entity name.

I tried to add the same javascript code to "Add New {0}" button. However, i am getting an error as "Empty 'OrGroup'. Add at least 1 Rule" (refer to the image 2). Not sure why. I want to fix it without breaking any existing functionality.

image 1

image 2
Community Member Microsoft Employee on at

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RE: Removing activity options form the list of New Activity

Hi SivaR,

Have you tried to use 'Add New{0}' in ribbon workbench?
SivaR 459 on at

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RE: Removing activity options form the list of New Activity

Thank you for the response.

i tried to use Javascript on the "New Activity " button to hide the fax option. I also tried to use javascript with an alert message on the "Add Existing Activity" button (refer to images 1 and 2). When I click "Add Existing Activity" on the same page (image 2), I got an alert. However, when I click the "New Activity" button (image 2), no alert message pops up. Not sure why clicking the "New Activity" drop-down is not triggering the javascript. At least if the javascript is triggered, I can try to hide the Fax option from the dropdown list.

image 1

image 2
Community Member Microsoft Employee on at

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RE: Removing activity options form the list of New Activity

Hi SivaR,

Based on your screenshot, the Subgrid ribbon bar is for Account entity, which is for the account sub-grid in other entities, not the sub-grid of other entities in the account.
SivaR 459 on at

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RE: Removing activity options form the list of New Activity

Hi,

I am using in Account form (Organization) to use Activity-related subgrid. If I need to hide the fax from the "New Activity" dropdown list (refer to the above image) using Ribbon Workbench using Javascript (button Action), do i apply it on the Account entity or activityPointer? Can you provide me an example of how i can hide it using Ribbon workbench?

i tried on the "New Activity" button on the Account entity to call a Javascript function to disable the fax option from the Activity dropdown list, not sure why it is not triggering the javascript. How i can remove the fax from the activity list?

here are the screenshot and javascript.

function onClickActivityTypeChange(executionObj) {

alert("test ====");
}

Thank you,

Siva
SivaR 459 on at

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RE: Removing activity options form the list of New Activity

Thank you for the reply.

our client wants to keep the ACTIVITY tab. I am not sure why Microsoft didn't give an option to uncheck the checkbox for "display in Activity Menu" (refer to the image below). That would be an easy solution.

From a different post, the Javascript option was not recommanded. I will try the Ribbon Workbench option and see if that works. if anyone else has a different suggestion, please share. thank you, Siva
Suggested answer

Community Member Microsoft Employee on at

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RE: Removing activity options form the list of New Activity

Hi SivaR,

Unfortunately, you can't remove any options from the list through any OOB settings

Maybe you can remove 'Activities' tab from the organization form, and add sub-grids for Appointment, Email, Phone Call, and Task separately.

Go Settings > Customizations > Customize the system > Entities > One entity you need > Forms to open one main form you need:

Or you can refer following link, which provides some other options:

What to Do with Unwanted Activity Types in Dynamics CRM - Microsoft Dynamics CRM Community