We have a column on the Accounts "View Accounts" columnar list called "Claim Status". We can't seem to get data into it from any of the input forms. Can we change this columnar view layout in some way to get rid of it?
Discuss Installation and Maintenance
Moderator: Matt RajkowskiAccounts "Claim Status" column?
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Yes... actually thanks for pointing this specific field out... it will be hidden in the next release, BUT, in order to affect existing systems you will need to follow some advice (and reasoning).
When the CRM is installed, there is a "system.xml" file installed that allows you to rename, hide and control some behavior. This is an instance specific file that the CRM upgrade will not touch and not overwrite – because Concursive doesn't want to modify the appearance of custom preferences if at all possible.
The "system.xml" file is located in the instance's path: /fileLibrary/1/system.xml
In this file, locate and add the field to hide:
<config name="system.fields.ignore" enabled="true">
<param name="organization.claimStatus" />
</config>
- ALSO IN THIS PATH **
I looked around at the behavior of a few other file fallbacks regarding your previous query to make sure we catch them all, so while you are in /fileLibrary/1/ you should also clone templates_en_US.xml and workflow_en_US.xml to make sure you get valid entries for what those files too. I noticed that in one instance the templates_en_US.xml fallback was not in place and neither was the workflow_en_US.xml. That will be fixed in the next update. Not having a workflow_en_GB.xml would lose some important functionality, mostly notifications I think.
Tim,
Please confirm if this is on a new install or a previous install?
If it's a previous one, did you follow the note in which you have to manually turn it off? After any adjustments are made to that file a Tomcat restart is also needed.
- Matt
By Tim Clarke
It was an upgrade to an existing installation. All instructions on page 7 of the PDF that you released with the upgrade "Installation, Setup, Maintenance, and Upgrade" were followed - I've specifically re-checked, re-started and re-performed everything since I was worried about cached Catalina objects etc.
Tim, the capability to hide Claim Status is not new in the latest version, it is just the default behavior now. In order to hide Claim Status on previous installs, you need to locate /fileLibrary/1/system.xml and add one line of text under the "system.fields.ignore" line...
<param name="organization.claimStatus" />