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Custimizing a popup screen RRS feed

  • Question

  • With CRM 2013: Has anyone changed the model popup screen? I have a case when you create an opportunity from the marketing list I want to remove fields like budget amount and est revenue that comes with the popup.

    Any recommendation would be appreciated.


    Philip

    Monday, January 27, 2014 8:02 PM

Answers

  • Dear Philip,

    Open this in visual studio with run as administrator ,

    add this code

    Sys.Application.add_load(function () {
        var budgetamount_c= document.getElementById("budgetamount_c");
        var budgetamount_d= document.getElementById("budgetamount_d");
       // alert(budgetamount_c);
        //alert(budgetamount_d);
        budgetamount_c.style.visibility="hidden";
        budgetamount_d.style.visibility="hidden";

    output as:


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Wednesday, January 29, 2014 3:54 AM

All replies

  • If you are working on-premise then check this location

    C:\Program Files\Microsoft Dynamics CRM\CRMWeb\_grid\_grid\dlg_createopportunity.aspx

    and add javascript to hide budgetamount_d <td>


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Tuesday, January 28, 2014 9:24 AM
  • thanks Santosh, I did find the page. Does the controls on that page generate dynamically. because when I opened it in the code mode it had java script and nothing on the html tags.

    Philip

    Tuesday, January 28, 2014 2:59 PM
  • Dear Philip,

    Open this in visual studio with run as administrator ,

    add this code

    Sys.Application.add_load(function () {
        var budgetamount_c= document.getElementById("budgetamount_c");
        var budgetamount_d= document.getElementById("budgetamount_d");
       // alert(budgetamount_c);
        //alert(budgetamount_d);
        budgetamount_c.style.visibility="hidden";
        budgetamount_d.style.visibility="hidden";

    output as:


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Wednesday, January 29, 2014 3:54 AM
  • Thanks Santosh, appreciate it

    Philip

    Wednesday, January 29, 2014 6:46 PM
  • I have a similar situation with the Case too. How do you find out which page is meant for which popup

    Philip

    Wednesday, January 29, 2014 8:30 PM
  • From where you are creating case : means which action on which form

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Thursday, January 30, 2014 4:01 AM
  • When you click on Resolve it opens up a popup and that one has billable time which I don't need.

    Philip

    Thursday, January 30, 2014 12:53 PM