Answered by:
Hiding standard Nav bar items within an account item

Question
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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)
ThanksTuesday, April 28, 2009 8:23 AM
Answers
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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
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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- Proposed as answer by Tiaan van Niekerk Tuesday, April 28, 2009 8:44 AM
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, ArvindTuesday, 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
MortenTuesday, April 28, 2009 9:00 AM -
Hi,
you are write we cann't groups there...i was little bit confused...thanx
Regards, ArvindTuesday, 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 - thanksTuesday, April 28, 2009 10:00 AM
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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
SusanSunday, 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
SusanSunday, June 14, 2009 3:50 AM