Hiding the Form Assistant in CRM 2011

Visit Website View Our Posts

In CRM 2011, the Form Assistant is enabled by default for the following entity forms:

  • Case (incident)
  • Product
  • Service Activity (serviceappointment)

 

image

 

 

For those of you unfamiliar with the Form Assistant, it is designed to help you fill out lookup fields.  It is actually pretty nice, but with CRM 2011 it may be a little overkill considering how nice the lookup fields already are.

 

Hiding via Form XML

The SDK lays out how to hide the Form Assistant by setting the “enablerelatedinformation” attribute to false.   http://msdn.microsoft.com/en-us/library/gg334527.aspx

To modify the Form XML, you will need to add the form to a solution and then export.  Once you have unzipped the solution, you can modify the Form XML and re-import the solution.

 

Hiding via JavaScript

Unfortunately, there doesn’t appear to be a way to grab the Form Assistant via the Xrm object.  Instead you will have to go old-school and use the document.getElementById.  The code to disable the Form Assistant is:

document.getElementById('tdRelatedInformationPane').style.display = 'none';

 

Either way you go is fine.  Personally,  I prefer the JavaScript method since it is so easy to revert back.  Anyhow, I hope this helps!

Post by: Paul Way, Customer Effective 

Show Buttons
Hide Buttons