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I want to hide a custom button based on the status and status reason. I am using ribbon workbench to show this button if status is won or closed. Here are the conditions-
To this I would like to add another condition - show this button if (status is won) or (status is closed and status reason is not closed revision). I added in the new status reason condition to the display rules above but doesn't seem to be working.
If you want to use custom rules, you should use "Enable rules" instead, because it is more like "client side" rules, while display rules are more like "server side" rules.
I added the conditions in enable rules but still do not see the expected results. I would like to show a button if statecode is 2 OR statecode is 3 and statuscode is not 7. Here is the screenshot-
What am I doing wrong?
Let us take Industry field of Account as example: I want to show the button when the industry equals to the second and third option.
1. The meaning of True/False is contrast to our understanding.
True: hide the button.
False: show the button.
2. After created the "enabled rule", we need to create a command to save the "enabled rule".
3. Finally, we need to apply the command to our custom button.
The button will only display when option 2 and option 3 is selected,
However, the button will be shown or hidden only after the record is saved.
In addition, you could also refer to following tutorial:
Thank you for the detailed response.
To give a little bit of background, I already have a rule in place that successfully enables "Custom" button when the Quote status is Won or Lost, i.e. when statecode equals 2 or 3. The screenshot of this is in the original post.
What I am not able to do is show the button when Quote status is Won or Lost AND status reason is not Revision. I tested with just status reason (statuscode = 7) as the only condition but that did not work. I am unable to identify why that particular field is not working.
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