Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

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Posted on by Community Member Microsoft Employee

Hello,

I am trying to hide the "Close As Won" button using the Ribbon Workbench when "Document Status" field = "Ready to Export". However, I can't seem to get it to actually hide.

Below is what I have so far, which doesn't seem to be working:

0523.workbench.PNG

Any help would be greatly appreciated. Thanks!

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Answers (1)

erhan.keskin 2,247 on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

Clean the cache of the browser. Ctrl+F5 requests the page from the server, updates the cache. Or you can just clean the cache of the browser as well.
Community Member Microsoft Employee on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

Thanks!! I'll have them cache their browser and see if that works.
erhan.keskin 2,247 on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

That’s good it did. The issue they are facing must be caching problem of their browser. Ask them to press Ctrl+F5

Regards,
Community Member Microsoft Employee on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

Hi Erhan,

Changing the 5 default values to "false" worked for me. However, I enabled the rule in production and many people started reporting that the "Closed As Won" button no longer shows. I've confirmed that each of their records fit the criteria that should display the button. When I look at the record they're unable to see the Closed As Won button from, I'm able to see the button. However, when other users look open the form, the button does not show. Any ideas why this issue is occurring? Why would the button show for me but not for them even though its the same record?
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erhan.keskin 2,247 on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

My understanding is that you need to show the button when the criteria are met, otherwise hide it.

So, set default values to false for "OrEnableRule", "new_qw_documentstatus", "new_opportunityscope"

You need to populate 5 default values there with False.

Regards,
Community Member Microsoft Employee on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

Yes, I used lowercase. I was able to get this to work. See image above. If the Document Status is not equal to "Ready To Export" or "Exported To GP", the Closed as Won button will be hidden. However, there is one more wrinkle I'd like to add. If the Opportunity Scope = "Product" and the Document Status is blank, I want the Closed as Won Button to be hidden as well. For some reason this is not working with the workflow above. I tried adding another Value rule to the OrRule, with "new_documentstatus" as the Field Name, left the Value field blank, and set the InvertResult to True, but that did not work. I also tried setting the value rule to "null", but that did not work either. How can I fix this?
erhan.keskin 2,247 on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

You tried to populate field name lowercase, didn't you?
Community Member Microsoft Employee on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

Hi Erhan,

I do not believe I am doing this on the home page. I clicked "Customize Button" on the "Mark as Won" button on the form.

Please see the screenshot of my Value Rule below. I've added it to the Mark As Won command. I've also tried putting the new_QW_DocumentStatus field as all lowercase. Is there something I'm doing wrong?
erhan.keskin 2,247 on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

Did you see this note? I think you are doing it on the HomePage?

Note: Value rules cannot be used in Grid or HomePage ribbons. To implement similar functionality, you must create a javascript function to dynamically retrieve the data from the server and return true/false.
Community Member Microsoft Employee on at

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RE: Need help hiding "Close As Won" button using Ribbon Workbench when "Document Status" field = "Ready to Export"

I'm still having trouble getting the rule to work correctly. I created a value rule under "Enable Rules", set "Invert Result" to true, Set the field to new_QW_DocumentStatus, and set the value to "Ready To Export". I also added the rule to the Mark As Won command. However, I notice the button is now not showing up regardless of whether or not the Document Status field is set to "Ready To Export". Any idea why this may be happening?