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Microsoft Dynamics CRM (Archived)

Entity Rule in Ribbon workbench

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Hi,


Anyone knows hot to use Entity Rule in Ribbon Workbench CRM 2013 ?

I want to Hide a button on top of subgrid based on from which entity it called.


e.g. I want to hide add new project button from project subgrid that called from contact entity.

thanks

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  • Suggested answer
    Hosk Profile Picture
    on at

    You can find information about Ribbon rules here

    msdn.microsoft.com/.../gg328560.aspx

    which states

    Entity rules allow for evaluation of the current entity. This is useful when you define custom actions that apply to the entity template instead of for specific entities. For example, you may want to add a ribbon element to all entities except for some specific entities. It is easier to define the custom action for the entity template that applies to all entities and then use an entity rule to filter out those that should be excluded.

    The entity rule also includes an optional context attribute to specify whether the entity is being displayed in the form or a list (HomePageGrid). The optional AppliesTo attribute can be set to PrimaryEntity or SelectedEntity to distinguish whether the entity is being displayed in a subgrid.

    So you choose your entity

    Choose if it applies to primaryEntity or secondaryEntity

    Then you pick a context which is either

    Form

    Homepagegrid

    subgridStandard

    subgridassociated

    So if you wanted account to be viewable on the account page

    you would type account

    primaryentity

    form

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