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Hello All ,
I have created a Custom button in Lead entity to Trigger on demand Workflow and its working fine . But I realised Qualify Lead OOB button is missing / hidden in the Ribbon . I have Checked the Lead Form Ribbon Using Workbench and Qualify button appeared in a group rather than having single command / display rule . Please find the screenshot below and share details in terms of display OOB Qualify Lead button at Form Level .
Have you saved this record yet?
Yeah it works !! Thanks
I am also looking to display my custom button in Open Leads Ribbon like OOB Qualify / Disqualify button rather than new Lead Ribbon . At this moment I have created Custom button in Form level and by default its showing up in new Lead page rather than Open lead Page like OOB Qualify button . Please suggest the
1) Looking to display Custom Button in Open leads after saving the record like OOB Qualify button :
2) Custom Button displayed in new lead creation page .
you need to use a Form State Rule.
Thanks for your comments !!
I have tried to Implement Form state rule for the custom button but its not working yet .
Please find the attached screenshot as I am looking to hide the custom button (Qualify Lead nested) from new Lead creation Page .
balugajjala.wordpress.com/.../form-state-rulehiding-a-button-when-form-is-in-create-mode-using-ribbon-work-bench-mscrm-2016 I think this article will help you get to your result.
Thanks it works !!
Appreciate your comments .
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