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Customer experience | Sales, Customer Insights,...
Suggested Answer

Enable "remove" button on opportunity subgrid

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Posted on by 40

I have created a custom entity that can be related to many opportunities. Sort of a "parent" opportunity so to speak.

On this entity I show an opportunity subgrid showing all related opportunities.

Now, I had two problems:

  1. I wanted to hide the "delete button" for selected records in the subgrid because the users thought that it was a "remove" button but they actually deleted the opportunity. This was solved by removing the "delete" button from the subgrid.
  2. I want to show a "remove" button so that the relation to the opportunity can be removed directly from the subgrid on the custom entity form.

Now, the issue is that I can see a "remove" button on the opportunity subgrid in the ribbon workbench editor but I can't figure out how to make that button visible on the subgrid.

So the question I have is therefore: how do I make the "remove" button display on opportunity subgrid when the subgrid is displayed on the form of my custom entity?

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  • Suggested answer
    Menna El Sayed Galal Profile Picture
    on at

    Hi,

    In order to display a button you will need to make sure that there is no display/enable rules that is associated to this button that prevent button visibility. 

    Second option for troubleshooting is to try to replicate the button to see if it will appear or not and take into consideration if the button appearing in ribbon workbench is for classic or for UCI.

    as far as i know the latest version of ribbon workbench solution not updated for the new buttons for the UCI interface , so check the button in both interfaces please.

    Also you can add the entity to a solution and export it to have a look into the customization XML file , it will make you have a better understanding on the actual customizations for the button.

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