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Disabling Activities rollup view option using Jscript

January 23, 2014 Leave a comment

In CRM, when you choose ‘Related “Regarding” Records’ option from ‘Activities’ left navigation of Account form, It loads Activities rollup view.

Activities Rollup view option

Activities Rollup view option

Recently we got a requirement to disable rollup option.

So we used below script to remove the ‘Related “Regarding” Records’ option from “Include” dropdown.

document.getElementById(“navActivities”).onclick = function () {

Mscrm.Details.loadArea(this, “areaActivities”);

document.getElementById(“areaActivitiesFrame”).onreadystatechange = function () {

if (this.readyState == “complete”) {

var doc = this.contentWindow.document;

var filterOn = doc.getElementById(“crmGrid_Account_ActivityPointers_ViewControl”);

filterOn.value = “ImmediateRelatedView”;

filterOn.options.remove(1);

// Refresh the grid

var evt = document.createEvent(“HTMLEvents”);

evt.initEvent(“change”, false, true);

filterOn.dispatchEvent(evt);

}

};

};

How do I use the script

  • Put the above script on form’s onload event
  • After the execution of script form looks as below
Hide 'Related Records'

Hide ‘Related Records’

What  are we doing in script

  • Get the Activities IFrame id (i.e., areaActivitiesFrame)
  • When the IFrame load completes (i.e., readyState == “complete”)
    • Get the “Include” dropdown control (i.e., ‘crmGrid_Account_ActivityPointers_ViewControl’)
    • Remove the ‘Related “Regarding” Records’  option

Note – The above script is unsupported which is not recommended and works for pre & post UR 12