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Customer experience | Sales, Customer Insights,...
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Question- Enabling Ribbon Buttons on Account Homepage once record is selected

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Hi everyone,

I am working on a task where I need to display the Deactivate and Activate Buttons on the ribbon once an Account record is selected in the Account homepage view.

Condition: Activate button if a Deactivated account is selected and vice verse. These buttons should display for Admin and Legal team only.

At the moment I have a JavaScript function tied to an Enable Rule retrieving account state and performing said logic but I am wondering if there is an out of the box Parameter/Rule/etc available in the Ribbon Workbench tool where I wouldn't need to implement so much code.

  • Question- Enabling Ribbon Buttons on Account Homepage once record is selected
    Thank you Leah but the links you provided specifically refer to the context of a Form. I need this for the Homepage view where a list of all Active Accounts is displayed. This uses different rules.
    The button needs to be displayed once records are selected.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Question- Enabling Ribbon Buttons on Account Homepage once record is selected
    Hi Partner,
    1.Hide/show button based on one field value:
    --You can achieve it through adding 'Display Rule--ValueRulein the Ribbon Workbench tool directly, no js code required.
    2.Hide the button based on user security role:
    --Javascript code is must.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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