Microsoft Dynamics CRM (Archived)

hide "switch process" option

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Posted on by RaulOcana

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Hello guys,

It's possible to hide this options to users, so they won't change our customized process to the default process?

Thanks!

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Mahadeo Matre 17,021 on at

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Try hiding Switch process button from navigation menu..

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Mahadeo Matre 17,021 on at

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You can completely hide "Switch Process" button, by using Hide Action or you can hide switch process button using Display rules for Switch process button.. and in Display rules you can define like show only for particular user roles..

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ScottDurow 21 on at

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It is very easy to hide this button using the Ribbon Workbench - see ribbonworkbench.uservoice.com/.../102796-5-hiding-unhiding-ribbon-elements

And

ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a

Hope this helps

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Community Member on at

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Hi guys,

I have tried with all solution but still I am not getting any success to hide"Switch process" from Opportunitie.

In specifically mobile view when i change stage of Opportunities "Switch process" will display automatically.

Please help me to resolve issue.

Thanks.

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Hi RaulOcana,

I have been able to hide switch process action button by Ribbon workbench and getting success for Browser and Tablet instance, But

for Mobile devices when I change Business process UI stage in Lead and Opportunity "Switch Process" option button is visible.

Please help me to resolve issue what are the best solution to hide "Switch Process" option.

Thanks.

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Goutham A 2 on at

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Hi RaulOcana,

Ideally it should work with mobile devices also. I have used Ribbonworkbench and hidden some buttions(both mobile and web)

As this is metadata change, You need to clear app data and in some updates reinstall the APP completely.

If you are using opremise CRM, run the following query in DB and check once.

delete from SystemApplicationMetadataBase

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Community Member on at

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Hi Goutham A/RaulOcana,

Thanks for your quick response.

I have already tried to clear app data and reinstall the app.

When I hide switch process button using Ribbon Workbench, button is not visible in web and tablet instance but in Mobile devices when I go to Business Process UI in opportunity -> change the stage -> clicking on ... option. Now I can see Switch Process button.

Please follow above steps to reproduce issue.

Any help would be appreciated.

Thanks,

Mayank Raval

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