The New button is removed from the related list on a page layout in Salesforce. The button appears in the Offline application. How can the New Button be disabled in related lists in CRM Offline?
The DISABLE_RELATED_LIST_NEW_BUTTON setting needs to be configured:
- Navigate to the Veeva Message called DISABLE_RELATED_LIST_NEW_BUTTON.
- The Text field needs to be updated with a list of specific Record Types and parent objects.
- The New button is disabled.
- Format: ParentObject:recordtype(untranslated recordtype label):ChildObject;;
Example : Account:Professional_vod|Hospital:Address_vod__c;;
NOTE: This feature only works for Account Object Related lists.
CRM Help Documentation: Disabling the + Sign (to Prevent Adding Addresses)