Remove 'Lead Progress' Panel

Hi,

I am trying to remove the 'Lead Progress' Panel from our Leads Entity on Sage CRM 7.1.

The 'Lead Progress' Panel came as part of the default installation but I cannot find how the screen is calling this page.

I have managed to remove the fields displayed but need to remove the Panel itself!

Can anyone help??

  • 0

    The Lead Progress panel is part of the behaviour around workflow and the idea of tracking the changes to an entity as it is processed according to your companies business rules.

    Have you got both an individual workflow defined for Leads and the workflow feature enabled for Leads? This is controlled in the Admin> Advanced Customization area.

    The summary screen structure is generated from the DLL and as you have discovered you can removed the fields because the Block definition is under your control but the screen still expects that panel to be included.

    We can removed the panel using some client side code. I did something similar with the Opportunity Total panel. See

    community.sagecrm.com/.../hiding-panels-in-system-screens-in-sage-crm-7-2.aspx

  • 0

    Hi Jeff,

    Does this work for CRM 7.1 as well?

    I have input the following code (taken from your suggested thread but adjusted accordingly) into the 'Custom Content' box on the screen however it doesn't seem to have taken any effect.

    [code language="javascript"]

    crm.ready(function(){

    //find all cells

    var arrTDs = document.getElementsByTagName("TD")

    for(i=0;i

    {

    //check if using ROWGap class

    if("ROWGap"==arrTDs[i].className)

    {

    //get the next TD

    strNextTDHtml = arrTDs[i+1].innerHTML

    //check if next cell contains 'Lead Details'

    if(strNextTDHtml.search(crm.getTrans("tabnames","LeadDetails")) >=0)

    {

    //get the next cells parent's parent and remove the child

    //this removes the 'Tab' of the panel

    strTargetTD = arrTDs[i+1].parentNode;

    strTargetParent = strTargetTD.parentNode;

    strTargetParent.removeChild(strTargetTD);

    //get the current cells parent's parent and remove the child

    //this removes the "RowGap" row

    strTargetTD = arrTDs[i].parentNode;

    strTargetParent = strTargetTD.parentNode;

    strTargetParent.removeChild(strTargetTD);

    //get the current cells once the 'RowGap' has gone and delete the panel.

    strTargetTD = arrTDs[i].parentNode;

    strTargetParent = strTargetTD.parentNode;

    strTargetParent.removeChild(strTargetTD);

    }

    }

    }

    })

    [/code]

  • 0

    Hello

    Ah, the code I provided used the Client Side API introduced in Sage CRM 7.2. It works for 7.2 and 7.3.

    The code I used mixes plain old javascript with some of the crm methods these can be replaces with jQuery or script