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Hi,
Is the ribbon workbench tool only working for the classic interface or also the unified?
I wan't to add a button that change a value of a field + Inactivaring the record
Thanks
I read this was available http://develop1.net/public/post/2019/12/21/smart-buttons-for-the-unified-interface however i wan't to create the change by only using "Microsoft standard". Meaning only the ribbon workbench and not other 3rd party solutions to make the form work
ribbon worbench works both for Classic and Unified interface.
Make sure to get the latest version available:
https://www.develop1.net/public/rwb/ribbonworkbench.aspx
you can create a simple button and add some supported js code and update the record.
You can create the update request using CRM rest builder:
https://github.com/jlattimer/CRMRESTBuilder
Hope it helps,
Marco
Hello,
Ribbon workbench is a 3rd party tool. Is not a MSFT tool. However, it works for UCI and Classic view.
If you want to change this without a 3rd party tool, you should manipulate the customization .xml under the ribbondiff tag as described here:
docs.microsoft.com/.../customize-commands-ribbon
Our recommendation about 3rd party tools is use the latest version available for the current CRM version you are using. So, make sure you are using the latest ribbon workbench.
Regards,
Yes i agree its not a MS tool. However as far as i know it changes the site map in the client extension? So i guess i could just use ribbon workbench in my dev environment to change the ribbon. Then export the sitemap to my production environment?
Yes,
You can customize buttons on dev environment and then export the customizations by exporting a solution.
Yes, this is the common approach.
I installed the ribbon workbench i i got it working by following the guides from the author.
However i wan't to rename the "Deactivate" button. To "Close Work". I can do this without any problem. The issue is that when i click the "Close Work" button it will show the Confirm Deactivate dialog. Can i somehow change this also? (Or maybe remove it for this entity - so it will just deactivate directly when the button is pressed)?
I think that a way to do this is by hiding the OOB button, then create a new button and trigger a workflow to deactivate the actual record.
Something like this:
Please let us know if this helps. Please notice that our recommendation is not modify OOB buttons behavior, because time to time we apply upgrades to the buttons and the customizations made over them could disappear or malfunction, instead you can create a copy of the OOB button, then hide the OOB buton and work in the copy.
If this answer your question, please mark it as answered.
Hi rskadk1,
Have you tried using power automate. If you have not you will be amazed on what you can do with this tool.
Workflows are okay. But you should start using power automate.
Also, what Johao Larios is suggesting to the correct appoarch. Hide the button and create a new button and add javascript.
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