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Hiding standard Nav bar items within an account item RRS feed

  • Question

  • What is the best way of hiding left nav bar items I dont want within an account record? Also can I create additional "groups" in the nav bar "similar to sales/ marketing etc)

    Thanks
    Tuesday, April 28, 2009 8:23 AM

Answers

  • Hi,

    Just to remove som confusion

    Sitemap; here you can specify groups and custom items from your "main navigation (i.e. Outlook folders)", and remove items/groups that you don't want to appear

    ISV Config : here you can add navigation items in forms, but not additional groups

    Form Load: Here you can code to hide navigation items in form that you don't use

    Morten
    • Marked as answer by Paul 9876 Tuesday, April 28, 2009 10:00 AM
    Tuesday, April 28, 2009 9:36 AM

All replies

  • look at my blog there should be some jsccript.
    on your relationships general screen select display="do not show"
    or
    create security roles with no access to the other entities

    to create groups look at editing your sitemap.xml file
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Tuesday, April 28, 2009 8:43 AM
  • 1. Hide navbar item
    Hide a nav item (id in bold below) (do ctrl + n to find id; then add this to your form load)
    if (document.getElementById('navAddresses') != null) document.getElementById('navAddresses').style.display = "none";


    2. Add Group
    To add section; you would need to adjust the sitemap (see axample below for section you can insert into sitemap)
    <Area Id="YOU"  Icon="/_imgs/sales_24x24.gif" Title="YOUR TITLE">
            <Group Id="SFA">
              <SubArea Id="nav_activities" Title=" Activities" DescriptionResourceId="Activities_SubArea_Description" Url="/Workplace/home_activities.aspx" Icon="/_imgs/ico_16_4200.gif" />
              <SubArea Id="nav_accts" Entity="account" />
              <SubArea Id="nav_conts" Entity="contact" />
              <SubArea Id="nav_oppts" Entity="opportunity" />
              <SubArea Id="nav_lists" Entity="list" />
            </Group>
          </Area>

    Tuesday, April 28, 2009 8:51 AM
  • Hi Paul,

    you can hide it from SiteMap...
    export SiteMap from Customization and comment the SubArea element under Group(under Area element whose id="SFA") as

    <

    Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description">

    <

    Group Id="SFA">

    <

    SubArea Id="nav_leads" Entity="lead" />

    <

    SubArea Id="nav_oppts" Entity="opportunity" />

    <!--

    <SubArea Id="nav_accts" Entity="account" />

     

    -->

    <

    SubArea Id="nav_conts" Entity="contact" />

    <

    SubArea Id="nav_lists" Entity="list" />

    </

    SubArea>

     

    </Group>

    </

    Area>


    It might be help u....and you can create custom groups...

    Regards,
    Arvind


    Regards, Arvind
    Tuesday, April 28, 2009 8:58 AM
  • Hi,

    Small adjustment.....hmmm....

    Item 2 in my feedback is related to the main navigation and how you can create groups there; from my understanding you are limited to the four defined groups in CRM within the navigation area. You can read more about it here: http://technet.microsoft.com/en-us/library/cc150911.aspx

    Morten
    Tuesday, April 28, 2009 9:00 AM
  • Hi,

    you are write we cann't groups there...i was little bit confused...thanx


    Regards, Arvind
    Tuesday, April 28, 2009 9:12 AM
  • Hi,

    Just to remove som confusion

    Sitemap; here you can specify groups and custom items from your "main navigation (i.e. Outlook folders)", and remove items/groups that you don't want to appear

    ISV Config : here you can add navigation items in forms, but not additional groups

    Form Load: Here you can code to hide navigation items in form that you don't use

    Morten
    • Marked as answer by Paul 9876 Tuesday, April 28, 2009 10:00 AM
    Tuesday, April 28, 2009 9:36 AM
  • ok thats clear - thanks
    Tuesday, April 28, 2009 10:00 AM
  • This code is perfect for hiding nav bar items, but what is the prefix to hide a Group in the entity Nav bar?  Specifically, how would I hide the header "Sales:"?  I can hide the items under the title, but I can't figure out how to get rid of "Sales:"  Here's the code I'm using for Quotes:

    if(document.all.navQuotes != null) 

        navQuotes.style.display = 'none'; 
    }

    Thanks!
    Susan


    Susan
    Sunday, June 14, 2009 2:23 AM
  • FYI, if you want to hide the Sales group, I found you have to hide the individual items as listed here by Morton plus hide the group title, which I ultimately found is _NA_SFA  The code to hide the title, which I thought I'd never find (searching code on Sales did not help...), is

    if (document.getElementById('_NA_SFA') != null)
    {
    document.getElementById('_NA_SFA').style.display = "none";
    }

    Cheers!

    Susan
    Susan
    Sunday, June 14, 2009 3:50 AM