Display Ribbon Button If record is selected in Associated View inside a form

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Posted on by Saroj Das

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Hello Expert, I would like to add a ribbon button in command bar which is displaying inside a record. I have tried everything but no luck. Please suggest where I am missing. Here is the screen shot below for better understanding of scenario.

I want to add the button in the Command Bar (Red square mark) or in the beginning of the menu (Red Mark).

Please suggest.

Best Regards,

Saroj

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Community Member on at

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Hi Saroj,

can i ask you the functionality of the button you want to add? Do you want to do it for several elements at the same time or just one? If that action can be done with a WF or dialog maybe could be an easier option.

Otherwise, if you have the option to open the form you can easily add a button on it.

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ScottDurow 21 on at

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Hi, I have an article that shows how to do this in CRM2011 and it is essential the same in 2013 &2015.

See ribbonworkbench.uservoice.com/.../129783-pass-the-currently-selected-grid-row-s-to-a-custo

Hope this helps

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Saroj Das 3,355 on at

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hi Alvaro, Thank you for your reply. Could you please explain how can I achieve this. In Ribbon Workbench, I can see 3 section, Form, SubGrid and Home. So I added button in all. but not able to display.

Please suggest.

Thanks.

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Saroj Das 3,355 on at

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Hi Scott, thank you for your reply. I have already gone through your article. It is getting selected record detail in View which I can do. But right now the view is coming inside record. Please help me to add the button in command bar which is displaying for the view inside record. You can see my screen shot I have posted.

Please suggest.

Thanks

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Rajkumar Rajaraman on at

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Hi Saroj,

Try customizing "Open Associated Grid view" command and add javascript to open required grid view.

To customize Open Associated grid view.. you can use Ribbon workbench..

When you open your entity customization in ribbon workbench, then click on "Open Associated Grid view" and customize command.

Refer the following links:

msdn.microsoft.com/.../gg328483.aspx

community.dynamics.com/.../134363.aspx

community.dynamics.com/.../137607.aspx

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

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Rajkumar Rajaraman on at

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community.dynamics.com/.../134363

community.dynamics.com/.../137607

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Saroj Das 3,355 on at

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HI Rajkumar, Thanks for your reply. As per your suggestion, I customized Open Associated Grid view button but the button is not displaying. I have done it for Incident entity. As you can see in my screen shot, I am in Incident record, and I am selecting Activities, So Please suggest shall I customize the incident form button or activitypointer form button.

Thanks.

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Rajkumar Rajaraman on at

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Hi Saroj,

I'm not sure, but try to customize activitypointer and see the result.

Regards,

R.Rajkumar

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ScottDurow 21 on at

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Yes - you will need to add your button to the 'activity pointer' entity Sub-Grid ribbon. Otherwise the process is exactly the same.

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Saroj Das 3,355 on at

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Thank you scott and Rajkumar for your valuable solution.

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