Microsoft Dynamics CRM (Archived)

Enable Rule for "Print Quote for Customer" button in Quote entity

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Hi,

I have created a Custom button that behaves likes Standard "Print quote for customer" button using Ribbon workbench.

I want this button to be enabled only for users with "System administrator" or "system customizer" role.

1. Can i create an enable rule for command "Mscrm.Form.quote.PrintQuote" ?

2. Can i use "Custom Javascript function" step in enable rule for the function below ?

function HidePrintQuoteforCustomerButton(){
if(UserHasRole("System Administrator")||UserHasRole("Delegate"))
return false;
else
return true;
}

When i am doing this, the form ribbon stops working.

Please guide, how to enable security based display on this button?

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Hosk on at

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you need to see if your Javascript is being run.

is the javascript file you are calling loaded?

does your UserHasRole function work? is it being called? is it erroring?

press F12 and put a breakpoint on the your function.

you could simplify your javascript just to test it's working.

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Aileen Gusni 44,524 on at

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Hi Tanu,

Yes, it is possible.

This is what we have done before.

So, you need to customize the command and add new Display or Enable Rule.

And then you add the enable rule that you've created before.

And this is the result, no more Print Quote..

I think the problem is the UserHasRole function on your code.

if(UserHasRole("System Administrator")||UserHasRole("Delegate"))

Is that you have in the same library (same .js) or use a referenced library?

To make it easier, you better place in the same .js file

Hope this helps!

Thanks.

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Community Member on at

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Hi Ben,

I pressed F12, On load of quote entity the js is not loading as the applied debugger is not hitting.

How to enable this js to work ?

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Community Member on at

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Hi Alieen,

Thanks for the reply.

I tried adding a value display rule for this button. It is working.

But when i add custom javascript enable rule, then it is not working.

In my solution, i have quote entity, js and images.

I have only one function in js and i am calling that function.

Seems like js is not loading.

Please guide further.

I want to show the button only for Sys adm and sys customizer.

If you can help with js / what can be possible errors with my js?

Thanks.

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Aileen Gusni 44,524 on at

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Hi Tanu,

This is good example, very useful

http://www.develop1.net/public/post/Dynamically-ShowHide-a-standard-ribbon-button-based-on-a-form-value.aspx

You only have 1 function in js but under your HidePrintQuoteforCustomerButton you call another fuction UserHasRole which doesnt exist in the js file.

So, it will give error.

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Community Member on at

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Hi Alieen,

I achieved the functionality through custom js rule on enable rule.

BUT....

I want to apply display rule for button, NOT ENABLE RULE.

Process included :

1. Create js. Call js function on Form Load. The function checks if user is sys adm, then it fills two option field with Yes, else No. The field name is "abc".

2. Through ribbon workbench, I created display rule on this field, abc.

Output :

On form load, the field is populated with correct value, but the button is not showing.

Is it that the ribbon loads previous to form load / why is it not showing. ?

Please guide.

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Aileen Gusni 44,524 on at

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Hi Tanu,

Basically, CRM will render ribbon workbench and form on load in two different method onLoad function.

So, rather than you put in the formOnLoad, better you put your .js function into to the display rule in CRM Ribbon.

If you use the formOnLoad function, the ribbon was rendered using the display rule or enable rule you defined in the ribbon rule using Ribbon Workbench, after the form onLoad and your function runs correctly, but it will not refresh the ribbon.

If you still want to use it, suggestion, you add this function:

function refreshRibbonOnChange()

{

Xrm.Page.ui.refreshRibbon();

}

Source from the author:

www.develop1.net/.../Dynamically-ShowHide-a-standard-ribbon-button-based-on-a-form-value.aspx

If only checking the user is admin or not (not contextual and dynamically based on the form value that can change every time), better you use display rule.

See this:

ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a

You can use your javascript by return true or false.

Hope this helps!

Thanks.

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Community Member on at

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Hi,

I'm a newbie on CRM and I would like to ask how did you create a custom button that behaves like the standard "Print Quote For Customer" button using Ribbon Workbench?

Hoping for your response. Thank you so much!

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