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

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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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Pawar Pravin 5,237 on at

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One thing I want to highlight here, you should have to use enable rule rather than creating display rule. Its better to use custom rule in enable rule instead of creating inside display rule.

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Hi Pravin, thank you for your reply. Should I just put a simple if statement in my enable rule? Is there anything else I need to add? I have not created these before.

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Pawar Pravin 5,237 on at

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You have to create custom rule inside enable rule where you can put if statement.

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erhan.keskin 2,253 on at

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This might help

https://www.magnetismsolutions.com/blog/adammurchison/2017/10/13/how-to-use-enable-rules-in-dynamics-365-with-the-ribbon-workbench

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Is it possible to create a value rule or a different kind of rule rather than a custom rule? I am not experienced with JavaScript so I am not sure how to create this rule.

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erhan.keskin 2,253 on at

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Hi,

Would you mind checking these links, please? They might help you.

ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

I know it is for CRM 2011, however it would work for you.

www.youtube.com/watch

Regards,

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Will a "value" rule work in this scenario even though my "Document Status" field is a text field?

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erhan.keskin 2,253 on at

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I didn’t test any text field for that type of purpose personally, however in the first link it uses the account number field which is a text field. So, I assume it would work for a text field.

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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?

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erhan.keskin 2,253 on at

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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.

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