Suppress button on Quote Summary Screen

By | November 27, 2019

In our previous blogs, we have already mentioned How to hide buttons from sage CRM screens, Hide fields and extra spaces in Sage CRM and Hide Unwanted Buttons in Sage CRM 7.2. There is another way to achieve the same with only one line of code.

As we know Sage CRM is a browser-based application that uses HTML and CSS for rendering pages. So, apart from Sage CRM’s client-side API function, it allows us to use JQuery as well. In this block, we will explain how to hide buttons using JQuery.

New stuff: How to overcome issue with Multi select fields in Sage CRM 2018 R3?

In Sage CRM, typical Quote summary screen looks as below:

Quotes Summary
Quotes Summary

On this screen to add products three buttons are available which are New line item, New Free Text item, New Comment line item. You can hide “New Free Text Item” and “New Comment line item” from the screen if not required by just following the below steps.

  1. Log on to Sage CRM.
  2. Navigate through below path
  3. Administration | Customisation | Quotes
  4. Click on screens tab and select Quote Summary.
  5. Add below script to Custom content panel:

    script
    crm.ready(function()
    {
    $(“#Button_ButtonNewFreeTextLineItem”).parent().hide();
    $(“#Button_ButtonNewCommentLineItem”).parent().hide();
    });
    /script

  6. Click on Save.Screen changes
    Screen changes

Now the buttons got suppressed but the space remained in between, please see below:

Quotes Summary

Quotes Summary

To remove that space we made some changes in script as follows:

script
crm.ready(function()
{
$(‘#Button_ButtonNewFreeTextLineItem’).closest(‘table’).closest(‘tr’).attr(‘style’,’display:none’)
$(‘#Button_ButtonNewCommentLineItem’).closest(‘table’).closest(‘tr’).attr(‘style’,’display:none’)
});
/script

Now the alignment of button is proper i.e. without spacing in between, please see below image:

Updated Quotes Summary
Updated Quotes Summary

This code can be useful for suppressing any button, one just need to change the button id and screen name.

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