{"id":8182,"date":"2014-07-03T05:36:15","date_gmt":"2014-07-03T05:36:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8182"},"modified":"2014-07-03T05:36:15","modified_gmt":"2014-07-03T05:36:15","slug":"hide-tracking-note-field-while-progressing-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/03\/hide-tracking-note-field-while-progressing-workflow\/","title":{"rendered":"Hide Tracking Note field while progressing workflow"},"content":{"rendered":"

Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what.
\nNew Stuff: <\/strong><\/em><\/span>Advanced E-mail Management Server Options<\/a>
\nAs you know Workflow is based upon \u201cRules<\/b>\u201d and \u201cStates<\/b>\u201d. On click of \u201cRules<\/b> \u201crespective progress screens opens up. These screens contain \u201cTracking Note<\/b>\u201d as a default field. This field is used to keep the track of stage and status of progressing workflows. However in simple workflows we don\u2019t expect user to enter tracking note always. \u00a0Now in this case how do we hide the field that comes by default? Here is how.
\nA. Navigate to Administration -> Customization<\/strong>
\nB. Select <ENTITY><\/strong> Progress from the secondary entities drop down list
\nC. Edit the field level security for the field <\u201dENTITY PROGRESSNOTE\u201d><\/strong>
\nD. Select Deny for both Read and Write access
\nE.The field will no longer be visible on the screen, but the screen will still be there.
\nPlease find below available images to understand things more clearly.
\n1. Before Implementing above steps
\n\"BLOGIMG1\"<\/a>
\n2. After Implementing above mentioned steps
\n\"BLOGimg2\"<\/a><\/p>\n

Also Read:<\/strong><\/em><\/span>
\n1) Rebalancing complex territory structures<\/a>
\n2) Mail Merge Errors in SageCRM 7.2<\/a>
\n3) Effect of Logical disk space on Sage CRM<\/a>
\n4) Make Calendar Control visible in Sage CRM<\/a>
\n5) Sage CRM Database Maintenance<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon \u201cRules\u201d and \u201cStates\u201d. On click of \u201cRules \u201crespective progress screens opens up. These screens contain\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[155,172,332,351,407,1,438],"tags":[1138,1317,1828,2010,2464,2604],"class_list":["post-8182","post","type-post","status-publish","format-standard","hentry","category-fields","category-hide","category-sage-crm","category-screen-sage-crm","category-tracking-sage-crm","category-uncategorized","category-worklfow","tag-field","tag-hide","tag-progress-screen","tag-sage-crm","tag-tracking-note","tag-workflow"],"yoast_head":"\nHide Tracking Note field while progressing workflow - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/03\/hide-tracking-note-field-while-progressing-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hide Tracking Note field while progressing workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Workflow is the best selling point of SageCRM and for every business process Progressing entities through workflow is the way to track who is updating what. New Stuff: Advanced E-mail Management Server Options As you know Workflow is based upon \u201cRules\u201d and \u201cStates\u201d. On click of \u201cRules \u201crespective progress screens opens up. 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