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CRM 2013: Removing Quick Create based on Security role RRS feed

  • Question

  • Hi Friends,

    We have a requirement, where we need to remove some specific entities from Quick Create based on User role. One way of doing it is removing create permission for those Entities in security role. But in our case, we need to remove only from Quick Create. Is there any possible way?

    Thanks,

    Nithya

    Wednesday, January 14, 2015 4:58 AM

Answers

  • Hi Nithya,

       You can’t apply Enable Security roles for Quick Create or Quick View form.

    If you want to hide the + (quick create form) button, you have to remove the CREATE permission on that entity.  MS CRM SDK doesn’t allow modifying Subgrid buttons. If the user has create permission, the +will display. The only method to hide this button would be unsupported DOM manipulation. E.g.: getElementByID (not recommended).

    Hide + Button

    Thanks



    • Edited by Gugan A Wednesday, January 14, 2015 12:08 PM modified
    • Marked as answer by NithyaPalanisamy Tuesday, January 27, 2015 2:23 PM
    Wednesday, January 14, 2015 12:07 PM

All replies

  • Go to the form on the entity. You will see a list of form. Select the quick create form and Click the button Enable Security Role. Only these security roles will have access to quick create form

    Regards Faisal

    Wednesday, January 14, 2015 11:17 AM
  • Hi Nithya,

       You can’t apply Enable Security roles for Quick Create or Quick View form.

    If you want to hide the + (quick create form) button, you have to remove the CREATE permission on that entity.  MS CRM SDK doesn’t allow modifying Subgrid buttons. If the user has create permission, the +will display. The only method to hide this button would be unsupported DOM manipulation. E.g.: getElementByID (not recommended).

    Hide + Button

    Thanks



    • Edited by Gugan A Wednesday, January 14, 2015 12:08 PM modified
    • Marked as answer by NithyaPalanisamy Tuesday, January 27, 2015 2:23 PM
    Wednesday, January 14, 2015 12:07 PM