Question: how to hide ChaRM Change Documents' transaction type codes from selection / creation screen for all users ?

[Former Member]

Hi Experts,

I'm wondering if there is a way to to hide ChaRM Change Documents' transaction type codes from selection / creation screen for all users ?

I'm aware how to do it for each user, by playing with 'personalize' setting:

but I'm not sure if this is possible to do 'in one go' for all CHARM users?

Any idea, please?

Thanks & regards,

MM

[artemzhegalin · Accepted solution]

Hi, M M.

You can achieve it by CRM_UI configuration mode for a business role (not personalization).

BR,

Artem

[Former Member · Accepted solution]

Hi Artem,

Thanks a lot for advice. Can you please provide more details on how I can do this?

regards,

MM

[bxiv · Accepted solution]

How bout this post -