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How to hide Create View button in home screen D365

Posted on by 475

How to hide Create View button in home screen D365 . Button is not visible in Ribbon work bench tool.

Please suggest.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to hide Create View button in home screen D365

    Hi partner,

    Thanks for your detail, but unfortunately we could not add custom js code in home page. Js could only work in forms.

    Since Ribbon workbench could not hide this ribbon, There should be no way to hide it with JS code right now.

    Best Regards,

    Leo

  • dkrishna Profile Picture
    dkrishna 475 on at
    RE: How to hide Create View button in home screen D365

    createView.png

    Please check above where it has CreateView button in Views. Please suggest how we can hide that button using javascript.

  • dkrishna Profile Picture
    dkrishna 475 on at
    RE: How to hide Create View button in home screen D365

    Thanks for the help. Is there any possible way to hide at entity level i.e in views?

  • LuHao Profile Picture
    LuHao 40,864 on at
    RE: How to hide Create View button in home screen D365

    Hi krishna,

    I would recommend you remove the Create permission of the 'Saved View' for security roles.

    In the security role properties, under 'Core Records' tab, select the Create permission of 'Saved View' as None.

    pastedimage1576052878610v1.png

    The reasons are as follows.

    1. If the user's security role does not have the 'Saved View' create permission, even if the user can see 'Create View', he cannot successfully create the view.

    pastedimage1576052947676v2.png

    2. We can use security roles to more precisely choose which users cannot create views.

    3. As you mentioned, 'Create View' button is not visible in the Ribbon Workbench, so it cannot be hidden through Ribbon Workbench.

    4. Even if you hide the 'Create View' button on the entity view, users can still create personal view in Advanced Find. So the effect of hiding the button is not as good as the security role.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to hide Create View button in home screen D365

    Hi partner,

    Could you share some screenshots about "create view button"? I did not find it in my home page.

    If you mean "Create button", you should add the main entity into a solution first and then load this solution in ribbon workbench. And there may be many "create" buttons with different IDs, we should choose the right one.

    Hope it helps.

    Best Regards,

    Leo

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