Show/Hide Close as Won based on 2 field values

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Posted on by William Bradley

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On the Opportunity record, I have a requirement that once in the "Close Bid" business process flow stage, when either of the fields "Date Submitted" or "Proposal Submitted", that only then will a user see the 'Close as Won' button in the ribbon, else, it is hidden.

I currently have this button hidden with Ribbon Workbench, and am using a custom field and a workflow to close the record, but am running into some issues when reopening, etc.

Does anyone have sample code to show/hide the button based on the above? This way my issues will be resolved, and the users can have the full OOB Close as Won dialog box functionality. Let me know, thanks!

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a33ik 84,331 Most Valuable Professional on at

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Christopher,

I believe following KB is pretty close to what you want to achieve - ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

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William Bradley 175 on at

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Thanks Andrew. This looks very old (2011). I am not a coder, so I am just looking for the basic code to show/hide, and then the steps in Ribbon Workbench to implement.

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a33ik 84,331 Most Valuable Professional on at

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Christopher,

All of code that is required there is the one with refreshribbon. Remaining part is just configuration using ribbon workbench.

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William Bradley 175 on at

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Thanks. I tried but to no avail. Is there another way using updated code for v9.0 and RIbbon Workbench 2016?

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a33ik 84,331 Most Valuable Professional on at

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Christopher,

I'm pretty sure that this approach works because I used it and it worked for me.

Post here what you've done so far and let's try figure out what went wrong.

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William Bradley 175 on at

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Here is what I have done so far.
-Open Ribbon Workbench 2016, Unhide 'Close as Won' button (was previously hidden as mentioned above)
-Publish and Reopen Solution - verify Close as Won button shown in D365

-Create web resource, type JScript, with below and save and publish:

function refreshRibbonOnChange() { Xrm.Page.ui.refreshRibbon(); }

-Add library to form library
-Add 2 Events OnChange of following fields - datesubmitted, presentproposal - add function name and pass parameters
-Save and publish form

-In Ribbon Workbench, click on Solution Elements, Button, and Click on Enable Rules and +
-Create OrRule and 2 ValueRules shown below:

I believe the last step in Ribbon Workbench is incorrect. I am not sure how I select/indicate the button for Close as Won, nor do I think the OrRule and ValueRule (Value notnull, completed) are correct.

It seems basic, I just need Close as Won ONLY SHOWN in the form ribbon when Date Submitted Contains Data OR Proposal Submitted = Completed. Need some help here, thanks!

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William Bradley 175 on at

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Also keep in mind that both fields mentioned above are in the Business Process Flow (I have them on the form also, but hidden)

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a33ik 84,331 Most Valuable Professional on at

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So as I assumed rules were not configured the right way.

For datesubmitted - use null value and 'true' in invert result that can be read as detesubmitted contains some value.

For presentproposal - you should use either true or false because it's of boolean type. So no 'completed' but 'true' I believe.

Also can you please show where you've added that enablerule?

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William Bradley 175 on at

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OK, made the updates and get an error on Publish below:

As for where I added the enable rule, see screenshot. I clicked Button, then Solution Elements, then + next to Enable Rules:

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a33ik 84,331 Most Valuable Professional on at

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Not sure regarding the error - you will have to troubleshoot it yourself.

Regarding the rule - if you haven't added rule to command (in this case it should be rule of you "Win" button) - it will not work so... add this rule to the Command of Win Button.

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