I need to hide several options of drop-down list for entering new tasks (while choosing task type). I can’t remove these unneccessary tasks types at all because I need to be able to search for a previously entered tasks.
F.e. I have 4 task types:
To make a phone call
To send an email
To send a fax
To send an sms
And now while making new records to CRM tasks module I need to be able to choose only 2 and 4. But 1 and 3 are needed only for filtering (search) possibility to find these task types that were entered previously. Is it possible to hide unneeded types?
I found the name of this list. But I can’t remove all unnecessary items of this lists’, because I need to have possibility to make reports with all the records. Now I only need to hide some of them for entering new records, but at the same moment I need to be able to filter all previously entered records.
Duplicate your list and remove in that duplicate the keys you don’t need
edit the editviewdefs of that module (in custom/modules/YOURMODULE/metadata if that’s a core module)
In the array where you find your dropdown field, adapt and add the following: