Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Ribbon Workbench Woes

Posted on by 167

I have a smart button "Run Webhook".  It works great and it runs on the Home Main Tab (the first option).  If I select one or many records on the grid it loops through them and works on all records.  I used a webhook as it is calling a power automate flow.

My issue is, I want to limit the access to this button to a security role, or on the view name.  Either would work.

I have been going through everything I can find, I cannot seem to get anything to work.

I think it is because it has to run on the Home Main Tab(the first option).

Or maybe because it is a smart button. 

1638.ribbonworkbench.PNG

Does anyone have a sample or a link that works.

I am using Dynamics 365 online.

  • anavrin Profile Picture
    anavrin 40 on at
    RE: Ribbon Workbench Woes

    this code works for me

    CheckUserSecurityRoleAccess: function () {

           var retVal = false;

           var globalContext = Xrm.Utility.getGlobalContext();

           //get the rolesArray

           var userRoles = globalContext.userSettings.roles;

           //initialize return value

           var hasRole = false;

           //foeach item in array

           userRoles.forEach(function hasRoleName(item, index) {

               //Check passed in value for role[].name match

               if (item.name === "security role") {

                   //match found set return value to true

                   retVal = true;

               };

           });

           return retVal;

       },

    hope it helps

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,582 on at
    RE: Ribbon Workbench Woes

    Hi,

    can you not check the security role of a user within Jscript and deny user action. Please refer here

    https://vjcity.blogspot.com/2020/06/how-to-get-security-role-of-logged-in.html

    https://vjcity.blogspot.com/2019/08/how-to-check-if-current-user-has.html

    Custom Button via Ribbon Workbench - https://vjcity.blogspot.com/2021/04/reopen-closed-activity-in-dynamic-365.html

  • myintuition Profile Picture
    myintuition 167 on at
    RE: Ribbon Workbench Woes

    Thankyou so much.  I contacted support

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,960 Super User on at
    RE: Ribbon Workbench Woes

    Hi,

    It is one of the limitation of Smart buttons.

    I would urge you to lodge your request to below ribbon workbench support page to get the reply from creator of the RWT .

    ribbonworkbench.uservoice.com/.../896958-smart-buttons

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,995 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,610 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans