CODEWITHSUNDEEP
dynamics-crm-2011
jimminybob
jimminybob

Reputation: 1442

Hide CRM form left hand side navigation item

I have my account entity linked to a custom entity called inspections, I only want these inspections to be created for accounts of a certain type. So when it isn't that type I want the left hand navigation to this entity to be hidden away. I've seen some code that says will hide it away, as long as you have the navID of the item.

I've had a crack at hiding it using what i thought could be the ID but it hasn't worked, so I'm wondering if anyone knows how to get this ID, or if there is another way to do this?

The code I'm using to hide the navigation is below:

var navitem = Xrm.Page.ui.navigation.items.get("nav_ts_inspection"); 

    if (navitem != null)  
    {           
        navitem.setVisible(false);
    }

Upvotes: 3

Views: 6818

Answers (4)

Anish
Anish

Reputation: 618

If you want to hide particular navigation section from the FORM then remove all the links from that section and publish it. That section will not be visible anymore.

If you want to just remove Navigation Pane from FORM, then go to 'Display' tab of form and mark as 'Do Not Show' and then publish it.

Upvotes: 0

user2968904
user2968904

Reputation: 21

Use the relationshipname to hide folder in navigation like this:

If you have folder with the relationship name: ts_inspection

Use this for ID: navts_inspection

So otherwise the same as above, but lose the extra underscore (_) between nav and ts.

var navitem = Xrm.Page.ui.navigation.items.get("navts_inspection");

Upvotes: 1

Felix
Felix

Reputation: 342

Changes by traversing DOM and manually hide an area is not officially supported.

Luckily if you are on CRM 2011, you can go to Settings > Customization Or open the solution.

Select the entity > Forms. Inside the Form editor window, open the Form Properties of the entity.

Go to Display Tab and untick "Show navigation items" checkbox.

Finally do not forget to Publish your changes.

Upvotes: 2

glosrob
glosrob

Reputation: 6715

  • Load the form
  • Press F12 to show IE Developer's Toolbar

From here you can use CTRL+F to search for the display name of the item you'd like to hide. This will give you a link that is generated. The Id of this element is what you need to use to show/hide the link.

As an example, you can see results of searching for 'Sub Accounts' on the Account screen for an installation I am working on at the moment. The Id can be seen and is 'navSubAct'

enter image description here

Upvotes: 3

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