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Ribbon Workbench Woes

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Posted on by myintuition

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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.

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Bipin D365 28,983 Moderator on at

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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/

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myintuition 173 on at

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Thankyou so much. I contacted support

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Vipin J 1,603 on at

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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

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anavrin 40 on at

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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

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