How to remove the Plus-Sign ("Create a new record") button from Global Command Bar in a model-driven app?

[Dave-Storey]

I have a model-driven app with many custom tables, some of which have Quick Create forms, and therefore have the "Leverage quick-create form if available" option turned on.  For many of these tables, I need for the new record to be created in the context of its parent record.  I enforce this in my app by using Ribbon Workbench to hide the "New" button on the "HomepageGrid" and "Form" areas, and leave it visible on the "SubGrid" area only.

The problem I have is that the Global Command Bar that appears at the top area of the application contains a plus sign button (+) which shows all tables which have the "Leverage quick-create form if available" option turned on, and if the user clicks this button and selects one of the listed tables this brings up the Quick Create form for that table, and it is not being created in the context of a parent, and would be created as orphan records!

How can I remove this button, or at least remove those tables that I need to have created only in the context of a parent record?

[Dave-Storey · Accepted solution]

I have found a way to prevent orphan records from being created, by adding this JavaScript which will check to see if the form is in Create Mode, and if the parent lookup field is null, simply show an error and close the form.  I would prefer to not show menu items to the user that we don't want them to click, but this is a workaround to at least protect my data integrity.  If anyone knows a way to remove the New button from the Global Command Bar, or at least remove specific tables from the list it shows, that would be much appreciated.

        if (globalFormContext.ui.getFormType() == 1) {

            // We need to show an error if this Quick Create form is being opened NOT in the context of a parent record

            var parentLookup = globalFormContext.getAttribute("sms_qacap_id");

            // Check if the parent lookup field is null

            if (parentLookup == null || parentLookup.getValue() == null) {

                // Show an error message

                Xrm.Navigation.openAlertDialog({ text: "This record cannot be created without a parent record." });

                // Close the Quick Create form

                globalFormContext.ui.close();

            }

        }

[sudipm · Accepted solution]

AFAIK there is no way to hide the "+" button from the top bar, its annoying but a limitation currently.
You can however remove the tables from this list as follows
1. From Maker portal Go To Apps > Edit the Model Driven App

2. Select Switch to Classic (no way to do this in the new editor as of now)

3. From the right hand side select entities

4. Unselect the table you dont want on the + option, if the table is no selected, simply toggle the checkmark

5. Save and publish

Refresh your model driven app, the tables should have been removed from the + list.

[Dave-Storey]

I just tried this and it works perfectly.  Thank you!

[CathB]

I have tried to do this, but am not having any success.  I have experimented with toggling checkboxes on for entities (they are all off to start), saving, then toggling off, saving and publishing.

I am still seeing the unwanted activities in the New Activities button after refreshing the app.

Any suggestions?

[Shock-N-Awe]

> 4. Unselect the table you dont want on the + option, if the table is no selected, simply toggle the checkmark

This does NOT work.

Problem remains unresolved.

[Dave-Storey]

This solution is to remove tables from the "Create a new record" button located in the top 'Global Command Bar'.  When you say "New Activities button", are you referring to something different?

[CathB]

Oh darn, yes, I mean a different button. I was so happy to find what I thought was the solution to my issue that I didn't read thoroughly enough.

This is what I am talking about.  I have a DCRM app that we are migrating to D365.  Looking to remove items in the New Activity button.  

[blackfincloud]

Hi - just want to be clear here with this solution. Was the original idea of the solution was to be able to continue to use the Quick Create  in the context of parent records, but remove the entity from the top Global Create in the topmost ribbon? I just followed the steps of your solution and the entities were removed, but the Quick Create stopped working in the context of the parent record.  Would it be accurate to say that the Quick Create would not be able to be used if we use your method above?  

[blackfincloud]

Hi - just want to be clear here with what you meant by "Works Perfectly".  Do you mean the walkthrough by unchecking the entities in the Classic App Management version, and then being able to use the Quick Create in the context of the parent records worked perfectly?  Or do you mean that the JavaScript worked perfectly. Because in my experience unchecking these entities removed them from the ribbon / Global Create - but the Quick Create forms stopped working in the context of the parent.  Just curious as to what you meant by worked perfectly.  Thanks.