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Creating a custom button on the sub grid

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Posted on by yify

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Hi, I am trying to create a custom button on the subgrid through ribbon work bench but after creation it is not visible in standard interface

Please advise the steps to achieve this.

Thanks

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Bipin D365 28,983 Moderator on at

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RE: Creating a custom button on the sub grid

Glad that you found answer for your question.

Please marke this tread verified so that it will be helpful for other community members.

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yify 1,023 on at

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RE: Creating a custom button on the sub grid

Hi, I found in an article that adding a custom button in the subgrid is not possible in the standard interface and not supported. Where as now in UCI this is possible. Thanks all for the responses and suggestions

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Bipin D365 28,983 Moderator on at

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RE: Creating a custom button on the sub grid

Hi,

Could you please provide the screenshot of button configuration you added in ribbon workbench.

Also, check if you added any enable/display rule which might be the issue.

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Filipe Relvas on at

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RE: Creating a custom button on the sub grid

Hi James,

I tried to perform a similar action on my side and I do have the same problem in the WebClient while the button is presented as expected in the UCI.

I would suggest raising a Support Ticket with Microsoft, but please take into consideration that the WebClient is currently deprecated and the suggestion is to use the UCI going forward.

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yify 1,023 on at

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RE: Creating a custom button on the sub grid

Hi Andrew,

Please find the below requirement and suggest the best solution for this.

On Contact we have subgrids for Case and Opportunity. For Case and Opportunity the Quick Create is enabled. On old interface our business wants to open the Main form when Contact-> Opportunity Sub Grid +new button is clicked and where as in UCI they want the Quick Create Form to Open.

So, I thought of Creating the Custom +New Button in the old interface and hide that in UCI. On click of the +new Button I want to open the main form in the old interface. In UCI, OOB will open the Quick Create by default.

I created a custom button in the subgrid through Ribbon workbench but my custom button doesnt show, only the OOB +button shows up

Please advise

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a33ik 84,331 Most Valuable Professional on at

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RE: Creating a custom button on the sub grid

James,

Can you please demonstrate what you've done so far and what is "standard" interface?

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