Ok, fair warning - this is going to be one of those simple ah-ha moments, if you haven’t already figured this one out. But, I’ve noticed some questions coming through our various forums lately asking how the heck you remove a record type from the list in the Create box if you don’t use that record type at your company.
It’s very simple to do; you just have to make sure you do it for each of your user roles.
Let’s say I wanted to remove the Solution record type from the Create box, because my company did not plan to use it.
Here’s how I would do that:
1. Click the Admin link to open the Admin Homepage.
2. Click the User Management & Access Controls link.
3. Click the Role Management link.
4. Click the Edit link for your role.
5. Go to Step 2 (Record Type Access) of the Role Management Wizard.
6. Remove the check from the Has Access check box next to Solution.
7. Click the Finish button.
8. Sign out, and then sign back into CRM On Demand. Notice that the Solution record type is no longer listed in the Create box.
Now, repeat the above steps for each role that you want to change.
There is one more thing that I might want to do to fully remove Solutions from sight – remove it from the Related Information lists of other record types. Otherwise, I would see this type of message on my record pages:
For example, this Solutions related information section is on my Service Request page layout. To remove it, I could go to Step 4 (Related Information) of the Page Layout Wizard for the Service Request page layout and move the Solutions section to the Not Available Information box. The navigation to this page is Admin > Application Customization > Solution > Solution Page Layout > Edit link.
Again, I’d need to do this for each Service Request page layout that my company uses. Keep in mind, though, if any user has already personalized that page layout, my admin changes won’t override their personalized page. Those users would have to edit their own layout again to remove the section from the page.
