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Microsoft Dynamics CRM (Archived)

Hide New button for custom entity

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Posted on by 445

Hi,

I want to hide New button for a custom entity. I've tried Ribbon workbench, but it is hiding globally, i.e for all the entities.

Requirement is, if they have to create record in entity 2, they have to open entity 1 and update a field then a subgrid for entity 1 will be visible. From there they have to create record for entity 2.

Hope I'm clear.

Thank you.

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I have the same question (0)
  • naZir Profile Picture
    850 on at

    I did not get your scenario properly. But you can write java script for that and add with the custom button using ribbon work bench

  • Elangamban Profile Picture
    445 on at

    Sorry, I wasn't clear before. Simple scenario: If users needs to create records for entity 2, they've to go through entity 1 only. They should not open the entity 2 directly and create new record.

    That is why I need to hide new button for entity 2. Could you guide me for the javascript?

    Thanks.

  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    Hi - you can use the technique I describe here - ribbonworkbench.uservoice.com/.../489288-show-or-hide-the-add-new-button-on-form-sub-grid

    Hope this helps

  • Elangamban Profile Picture
    445 on at

    Hi,

    Will this script will hide new button in the main tool bar as follows:

    4885.crm.JPG

    Thanks

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    No, that will hide the subgrid button. I think the question was slightly confusing.

    In order to hide the New button, create an temp Unmanaged solution with your second custom entity (related entity), open Ribbon Workbench, and open that solution.

    Right click on the New button in the Home Page/Main area in that solution that you created, and select Hide.

    rwb_5F00_hidenewbutton.png

    Publish your changes.

    This will only Hide the New button on the Home Page (List View) of that entity, and nowhere else.

    Hope this helps.

  • Elangamban Profile Picture
    445 on at

    Hi ,

    I've tried that option only, but it is hiding for all the entities.

    I've created a solution and added existing entity and saved it

    and tried to open that solution in the ribbon customizer and hid the new button.

    Then published it. Instead of hiding it for that particular entity, it is hiding for all entities.

    Thanks

  • Verified answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Did you add the Application Ribbon under Client Extensions? Maybe that is why it's doing for all entities. Should not.

    Can you please share a screenshot of your Ribbon Workbench screen?

  • Elangamban Profile Picture
    445 on at

    Hi Aric,

    Thanks. That's what I'm missing?

    Under the entity, instead of choosing the custom entity, I had chose ApplicationRibbon. That's why it was hiding for all the entities.

    Now it's working fine.

    Thanks again.

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