Hi,
We have this button "Calificar" (Convert to lead, or "Qualify" button) in our Lead entity form:
We have also the user roles in: Configuration> Security > Security Roles
We need to "hide" the previous button for specific user roles. I tried with Ribbon Workbench by following this guide but I wasn't able since it is explained for privilege types.
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Hi Martin
Unfortunately, you can't use the 'Xrm.WebApi' library in your ribbon enable\display role.
The 'Xrm.WebApi' runs asynchronous so the function return undefined to the Ribbon before the answer gets back from the callback function.
Alternatively, you can use XmlHttpRequest.
, thank you for replying. I made this script after following your step-by-step guide...
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functionCheckSecurityRoles() {
var allowedRoles = arguments;
var loggedUserRoles = Xrm.Page.context.userSettings.securityRoles;
Xrm.WebApi.retrieveMultipleRecords("roles", "?$select=name,roleid").then( function success(result) {
if(result.entities.length > 0 && allowedRoles.length > 0) {
var totalRoles = result.entities;
var existingRoles = new Array();
var userHasAccess = false;
for(var allowedRolesIndex = 0; allowedRolesIndex < allowedRoles.length; allowedRolesIndex++) {
for(var totalRolesIndex = 0; totalRolesIndex < totalRoles.length; totalRolesIndex++) {
if(allowedRoles[allowedRolesIndex].toLowerCase() === totalRoles[totalRolesIndex].name.toLowerCase()) {
existingRoles.push(totalRoles[totalRolesIndex]);
}
}
}
if(existingRoles.length > 0) {
for(var loggedUserRolesIndex = 0; loggedUserRolesIndex < loggedUserRoles.length; loggedUserRolesIndex++) {
for(var existingRolesIndex = 0; existingRolesIndex < existingRoles.length; existingRolesIndex++) {
if(loggedUserRoles[loggedUserRolesIndex] === existingRoles[existingRolesIndex].roleid) {
userHasAccess = true;
}
}
}
}
return userHasAccess;
}
});
}]
This works on the Developer tool on Chrome, but... what's next? I added some parameters for testing purposes in the Ribbon Workbench and it works... but the button is still there. Even if I try to create a function with `return true` as the only line.
Hi Martin,
You are doing right just you need to create a Javascript Web Resource where you will put your javascript function . To create web resource go to Settings --> Customization--> Customize the System/Solution --> expand solution component --> Web Resources --> Create New Javascript web resource.
Once you create webResource you can select your webresource from the ribbon workbench "Library" dropdown here in your screenshot (Make sure the solution you are opening Ribbon workbench should include the webresource)
Ben Thompson, I guess that would be combined to answer. My question would be where should I have to include that Javascript. I probably found where to create and attach the function to the ribbon, but not where to upload the JS library:
Regarding to Shahbaaz Ansari's answer, that was I mentioned in my question. Thanks anyway.
HI Martin,
This should definitely work, ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a
Please try to follow each steps mention in above link, i have also used it and it was working.
Best Regards,
Shahbaaz
You can use Ribbon Workbench and set the Privileges for the button that you want to hide (either Entity Privileges or Miscellaneous Privilege).
If you need to set it only for a particular role, add some privilege to that role, and use either of the two privileges I mentioned.
Hope this helps.
Hi Martin,
You need to implement enable rule in ribbon workbench with custom javascript rule.
In the javascript function simply get the user roles and check whether if particular role user having then return false, it will hide the button.
Here is reference how to get roles for login user.
community.dynamics.com/.../229425
Enable rule with javascript-
www.magnetismsolutions.com/.../how-to-use-enable-rules-in-dynamics-365-with-the-ribbon-workbench
Hope this helps.
You will need to control the button via a piece of Javascript that checks the security roles a user has and shows / hides the button based on the roles returned.
Assuming you are using version 9 you can use var roles = globalContext.userSettings.securityRoles(); to get an array of the Guids of roles the user has otherwise use var roles =Xrm.Page.context.getUserRoles();
Then run a check against the guids and return true or false to the display or enable function you are using to control the button. I recommend just using the security role guids as it saves a secondary query to get the names of the security roles.
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