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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Help to hide buttons
Customer experience | Sales, Customer Insights,...
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Help to hide buttons

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Posted on by DiePic 448

Hi everyone,
I would like to hide the 2 highlighted buttons until the opportunity is completely closed.
It's possible?
Any suggestion will be appreciated

pastedimage1671354234096v1.png

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Help to hide buttons

    Here the final evolution othis post


  • DiePic Profile Picture
    DiePic 448 on at
    RE: Help to hide buttons

     Thanks a33ik 
    I find the field that I can use to hide button as in Leah Ju  links.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Help to hide buttons

    I believe you're trying to query wrong entity. Check this KB - learn.microsoft.com/.../model-business-process-flows

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Help to hide buttons

    Thank you a33ik 

    can you give me more details of this entity that seem unaccesible from xrmtoolbox?

    "The 'RetrieveMultiple' method does not support entities of type 'businessprocessflowinstance'. MessageProcessorCache returned MessageProcessor.Empty.
    See the Execution Plan tab for details of where this error occurred"

    How can I retrieve data to hide my buttons?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Help to hide buttons

    Hello,

    The thing is that column is not on the opportunity. It's on the entity of BPF. You should check it.

  • DiePic Profile Picture
    DiePic 448 on at
    RE: Help to hide buttons

    Hi Leah Ju 

    thanks for your reply ... do you know which is the column in table opportunity that change the status of the process ?

    pastedimage1671456550193v1.png

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Help to hide buttons

    Hi DiePic,

    You can hide/show button through Ribbon Workbench easily:

    https://www.develop1.net/public/rwb/ribbonworkbench.aspx 

    Based on your description, you can use one field value to control these button show or hide:

    You can refer to the following links, which provide examples about how to show/hide button based on field value:

    https://d365demystified.com/2021/01/08/ribbon-button-visibility-based-on-a-field-value-in-dynamics-365-ribbon-workbench/ 

    https://crmminds.com/2022/04/26/dynamics-365-hide-show-custom-ribbon-button-by-ribbon-workbench/ 

    ======================

    Note(Knowledge Base of Ribbon Workbench ):

    https://ribbonworkbench.uservoice.com/ 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Help to hide buttons

    Hello,

    I believe you can use Custom Rule and JavaScript functions to do that.

    Good luck.

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