Remove unwanted activities from web interface

Hi,

I love the CRM forums because lot of people are asking very interesting question...

The last I liked was: how to remove some activities when I click on "New" button in the activities grid or when I click to the top menu "New activity".
Indeed, if you don't want to use the campaign response activity, or any other of them, you can't hide them in a native and supported way.

So, I give you some hints to hide these activities.

Please be aware that these methods are unsupported! Make a backup of each mentionned file before follwoing this procedure.

Removing an activity in the "New" activity dialog in activities grid
To remove the activity you want, open the file \Activities\dlg_create.aspx.

Search for the block in blue in the screenshot below. You can comment or delete the lines that correspond to the activities you need to hide. Then save the file.


Removing an activity from the "New activity" top menu
For this one, open the file \_root\bar_top.aspx.

Search for the function "CheckAddin()". This method is called during page loading. Add the line (see screenshot below) corresponding to the activity you need to hide.

The all list of activities id is:
  • btn_new_task
  • btn_new_fax
  • btn_new_phonecall
  • btn_new_email
  • btn_new_letter
  • btn_new_appointment
  • btn_new_serviceappointment
  • btn_new_campaignresponse
The result, if I hide the camaping response activity is below:

Comments

Anonymous said…
Hi
The function CheckAddIn()does not exist in my \_root\bar_top.aspx file. Therefore I'm unsure how to continue...
July 8, 2010 at 5:35 PM
Tanguy said…
The CheckAddin function should exists if your CRM server is updated with at least rollup 7.

What is your rollup version?
July 15, 2010 at 11:16 AM
Anonymous said…
Hi, I have rollup 5 but the function CheckAddIn()does not exist ... thanks
July 15, 2010 at 8:16 PM
Anonymous said…
What about creating follow up task from FORM Assistant on entity record.
February 15, 2011 at 11:23 AM
Tanguy said…
Well, honestly, I never tried to remove activities capabilities from the form assistant...

I'll try if I find time for this
February 15, 2011 at 11:40 AM
Ultan Technologies said…
Is there any way to do this in the CRM 2011 online version?
October 10, 2011 at 12:03 PM
Tanguy said…
Hi,

It is possible to hide new activity menu items or button by updating the ribbon.

This is not so easy but doable...
October 10, 2011 at 12:06 PM
Ultan Technologies said…
Thank you Tanguy,

Is it possible to hide existing Activity types (e.g. Fax, Campaign Response) from the "File->New Activity" menu? I can't find a way to do this. I can't find a way to hide new ones either - don't know what definitions to use on the ribbon.

For the Fax activity, I could just open up the customizations.xml file and set "IsActivity" to 0??
October 10, 2011 at 12:58 PM
Anonymous said…
Hi,

if the function CheckAddIn()does not exist in \_root\bar_top.aspx file, you can use this code in script tag:

function window.onload() {
if (!IsNull(document.getElementById('btn_new_campaignresponse'))) {
document.getElementById('btn_new_campaignresponse').style.display = 'none';
}
}
October 24, 2011 at 11:02 AM
Tomas Lollike said…
Salut,

I have some custom made activities in CRM, to display activities that are created and controled outside of CRM.
I would therefore like to hide the possibility to create new activities of these types in CRM, but still leave the possibility to create "normal" activities like Task, Phonecall ect.

I would prefer to stik to supported methods like Jscript or RibbonDiffXml changes - if possible...

(I'm working on a CRM 2011 OnPremise solution).

Hope you can help...!

Meilleurs salutations,
Tomas ;-)
March 21, 2012 at 2:09 PM
Tanguy said…
Hi Tomas,

The solution of this post only applies to CRM 4.0.

I didn't look at the possibilty to do the same in CRM 2011.

Please use Microsoft Forums to ask the question.
March 21, 2012 at 2:30 PM
Tomas Lollike said…
Hi Tanguy,
Thanks for answering so quick! :-)
March 21, 2012 at 2:37 PM
Unknown said…
Check this, you can hide it from activity dropdown

http://vikramaengg.blogspot.com/2014/02/hide-unwanted-activities-from.html
February 24, 2014 at 7:08 PM
Post a Comment

Popular posts from this blog

New XrmToolBox plugin : Import/Export NN relationships

Image
Two plugins in one day! wow! This one was, in fact, developed a couple of months ago. One of my colleague was using a solution from my fellow MVP Andrii Butenko which allows to import/export NN relationships in a silverlight web resource. This was nice but my colleague was using other attributes than primary key to do the mapping and Andrii’s solution does not support this. So he asked me to develop a XrmToolBox’s plugin that could do this. And, here it is! You can select entities and relationships and moreover, choose mapping attributes on both enitities. I only let text and number attributes selectable as other does not really make sense for mapping purposes. Then you can import or export NN relationships! Here is a preview As usual, this plugin, among other, is available with XrmToolBox on CodePlex
Read more

Searchable Propery Attribute Updater

Image
Hi, The previous post was not the last one... :) You can find in this post the first tool that will make your life easier: Just remember when you customer asked you to remove all these unused attributes form the attribute list of the advanced find form... You navigated through all attrbutes form to modify the Searchable property of each attributes for hours... (maybe am I exaggerating a bit...) The program I give you allows you to update all attributes in a single winform application! Yes it can be! Do not hesitate to give me your comments about this program if you think improvements can be done... Download:
Read more

Full featured CRM grid in HTML/JS

Image
In last December, I was asked to write a web resource to display a grid with CRM records. I was quite frustrated because I didn’t succeed to manage some grid features easily like fixed header with horizontal scrolling among others. I delivered a fixed table which was not so bad but absolutely not something that look like the application grid views. So I decided to work harder to find a way to do this CRM style grid view. After some works (almost two full days), I have succeeded to create a full featured CRM grid view by using only JavaScript. Here is a screenshot: And this is how I can create a grid view from only a div in a HTML page < html > < head > < title > Page de test </ title > < script src ="json2.js"></ script > < script src ="jquery.js"></ script > < script src ="XrmServiceToolKit.js"></ script > < script src ="sdk.metadata.js"></ script > ...
Read more