Hiding Navigation Links & Controls in CRM

Hiding Navigation Links & Controls in CRM

Quick JavaScript solution for hiding both controls on a CRM page and links in the left-hand navigation page on an Entity Form.

The code below provides three functions that can be used to show/hide specific items on a CRM form:

var HIDE = 'none';
var SHOW = 'block';

// Function to show/hide CRM controls on a CRM form
// such as text boxes, lookups, pick-lists etc.
function SetCrmControlVisible(elementName, visibility)
{
SetElementVisible(elementName + '_c', visibility);
SetElementVisible(elementName + '_d', visibility);
}

// Fuction to show/hide specific elements on a CRM form
// such as the left-hand link items (More Addresses, Workflows
// and even custom ISV links
function SetElementVisible(elementId, visibility)
{
var elem = document.getElementById(elementId);
if (elem != null)
{
elem.style.display = visibility;
}
}

// Function to show/hide Navigation "Sections" in the left-hand
// links (Such as Sales, Marketing and Service)
function SetParentElementVisible(elementId, visibility)
{
var elem = document.getElementById(elementId);
if (elem != null && elem.parentElement != null)
{
elem.parentElement.style.display = visibility;
}
}

Add the above code to the Entity OnLoad (and ensure that you enable the event) and after that you are ready to show/hide elements on the CRM form.

By using the IE Developer toolbar, you can retrieve the id of the element to be hidden (note in IE 8 this come built in and is not a seperate download). Open an entity record (in this case a Contact), press CTRL+N to open it in a new window, and then select IE Developer Toolbar.

SetElementVisible('navOpps', HIDE);

To hide the entire “Sales” section from the left-hand navigation pane, I can once again find the id, but this time is of the parent item which would result in the following call to hide it:

SetParentElementVisible('_NA_SFA', HIDE);

Lastly, to hide an element on the form such as the “CRMAttribute” field

      

      SetCrmControlVisible('CRMAttribute', HIDE);