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

Hi Saroj, can you tell me how to? Thank you!
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RE: Display Ribbon Button If record is selected in Associated View inside a form

Hi Scott, i have created both buttons on subgrid on entities, one on custom entity and the other on activitypointer but the button never shows when i load a associated view on primary entity form. Can you explain how to create a button on associated view subgrid?

Best Regards!
Saroj Das 3,355 on at

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

Thank you scott and Rajkumar for your valuable solution.
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ScottDurow 19 on at

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

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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Rajkumar Rajaraman on at

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

Hi Saroj,

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

Regards,

R.Rajkumar
Saroj Das 3,355 on at

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

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

community.dynamics.com/.../134363

community.dynamics.com/.../137607
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Rajkumar Rajaraman on at

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

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"
Saroj Das 3,355 on at

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

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
Saroj Das 3,355 on at

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

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.