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

Ribbon Entity Rule on Enable

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Posted on by 4

I have a custom entity that is related to 2 other custom entities and Contact.

I want the Add existing button to be available only on one of the custom entities.

I can either make the button disappear for all entities or appear for all.

pastedimage1682708749739v1.png

This is the rule I created to try and hide the add existing button. No combination I try seems to work. 

I also tried creating a rule that will make it visible on the single entity and that doesn't work either.

I am trying to do this on premise with legacy forms. I have also tested the new forms and not working there either.

I know I can probably hide it with Java Script but I would like to use OOTB functionality.

Thanks

  

I have the same question (0)
  • Suggested answer
    XM-22040801-0 Profile Picture
    11 on at

    Hi,

    Could you add a FormEntityContextRule in Display Rules instead ?

    pastedimage1682712362240v1.png

  • CU02122005-1 Profile Picture
    4 on at

    Same result. The only thing that seems to have any effect is if I hide the button completely. That works.

  • XM-22040801-0 Profile Picture
    11 on at

    Strange,

    It works in my environment.

    Do you add the Display rules in the command ?

    pastedimage1682715278509v2.png

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