Wednesday, August 26, 2009

CRM: Removing Locked Attributes

A client asked: There are attributes on CRM default forms which you cannot remove. Is there a workaround for this?

Yes, however, before using this method make sure you have a good backup. To remove attributes on default forms:

* Export customizations for the specific entity
* Modify the form in the customizations xml
* Import the modified customizations

To modify the customizations, open the file in notepad or another XML editor. In the file look for this path:

ImportExportXml - Entities - Entity - FormXml - forms - entity - form - tabs

Within tabs look for the tab with the correct name and similar for the sections. Become familiar with the section xml once you have found the correct section. You will find that there are a couple of lines that you need to remove. An example is below to remove the subjectid on the case entity:

<cell id="{a9859c32-0cdc-41b5-8e7e-3eb173cab4a8}">
<labels>
<label description="Onderwerp" languagecode="1043" />
<label description="Subject" languagecode="1033" />
</labels>
<control id="subjectid" classid="{270BD3DB-D9AF-4782-9025-509E298DEC0A}"
datafieldname="subjectid" />
</cell>

Attributes which are locked on the form includes the following:
case - subjectid
case - contractid
case - contractdetailid

Note: Some of the attributes are used in hidden javascript codes. For instance the case contract contractid is used in the script for the customer onchange. You can also remove those scripts from the customizations file.

2 comments:

Anonymous said...

Hello. I would just like to say thanks for post, it helped me. Regards,
Ashley

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