Hide Follow-up fields from the Communication screen in Sage CRM

By | July 26, 2017

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for respective entity.

New Stuff: Hide Reports using jQuery in Sage CRM

In this blog, we will discuss how to hide the follow up check boxes on new Appointment or new Task screens. As you know, while creating New Appointment, 2 checkboxes “Create Follow-up Task” and “Create Follow-up Appointment” comes by default and we can select any one of them at a time. If we click any of the checkbox and saves the appointment then new follow-up screen opens up by default to capture the follow-up details.

For e.g. if we select the “Create Follow-up Appointment” checkbox then the new Appointment screen will open. Or if we select the “Create Follow-up Task” checkbox then new Task screen will open. Then, we can enter the follow-up details and save the appointment.
Suppose, while creating new appointment you don’t want to show the “Create Follow-up Task” checkbox. Then to hide the checkbox, add below code into the custom content of the new appointment screen.
<script>
crm.ready(function()
{
var arrayDoFollowUpTask = document.getElementsByName(“DoFollowUpTask”);
arrayDoFollowUpTask[0].style.visibility = hidden;
var arrayDiv = document.getElementsByTagName(“div”);
for(i=0;i<arrayDiv.length;i++)
{
if(arrayDiv[i].onclick)
{
sOnclick = new String(arrayDiv[i].onclick);
if(sOnclick.search(/DoFollowUpTask/i)>-1)
{
arrayDiv[i].style.visibility = hidden;
}
}
}
});
</script>
After following above steps, you can see that “Create Follow-up Task” checkbox is removed from the screen.

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