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Microsoft Dynamics CRM (Archived)

Hide/Disable Attachment button inside Notes

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Posted on by

Hi, 

I have a client who wants to prevent the users from attaching documents with the NOTES part inside the social pane, is there a way of Hiding/Disabling this button?

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  • Suggested answer
    BackToTheCrm Profile Picture
    on at

    Hello George,

    Try to edit the security role of the users to remove the privilege of deleting/editing the annotation entity.

  • Aileen Gusni Profile Picture
    44,524 on at

    Hi George

    Have you try to remove the append to privilege for note?

    I dont know whether it works or not.

    Thanks

  • Community Member Profile Picture
    on at

    if you can create a note then by default you can attach, therefore the roles won't be the way of dealing with this.  Thanks anyways

  • Suggested answer
    BackToTheCrm Profile Picture
    on at

    Hi George,

    Indeed, I forgot the create privilege but given your response I presume you want to create note but only in text mode ?

    If it's so I think there is no supported way to hide only the document attachment button.

    You can try to hide it with JavaScript DOM edition.

  • Suggested answer
    Alberto Rdz Profile Picture
    on at

    Hi George,

    You can try to customize the ribbon with Ribbon Workbench using Enable Rules.

    You can see more about it in the follow link:

    ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

  • Suggested answer
    Community Member Profile Picture
    on at

    why not try and create a custom entity called notes and make the fields you need and make relationships to the entities that will use the notes then link to activities or posts whatever you need

  • Suggested answer
    PStephansen Profile Picture
    on at

    Create a workflow that check if size of attachment is bigger than 0, if so, cancel workflow with custom error message "No attachments allowed".

  • Suggested answer
    Community Member Profile Picture
    on at

    Many thanks for this idea!

    Ok, the button is still there and the user gets an Error message, but the Error message can be defined. And the Text the user wrote is still there after the error message, so he can save it without the Attachment.

  • Community Member Profile Picture
    on at

    Simple and awesome solution, Percy

  • Community Member Profile Picture
    on at

    Great post, I am trying to reproduce your workflow to give the error and I am not getting the result you did. Could you share the details of the workflow so I can see where I went wrong.

    Thanks

    Randy

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