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Service | Customer Service, Contact Center, Fie...
Answered

Ribbon Workbench: Display Rule based on Field Containing Data

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Posted on by 274

Hi All,

I have an issue where I need to hide a OTB button based on a free text field containing data.

My experience with the Ribbon Workbench is limited and although I have found some great guides online for conditional hiding, I can't find one that fits what I need.

So basically we have the Case Entity and need to hide the closure button until a certain multiple line of text field is completed.

Any help would be greatly appreciated

Cheers

Sam

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I believe that's what you need - ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

  • Sam Conroy Profile Picture
    274 on at

    Hi Andrew,

    Is this still valid as this is from CRM 2011?

    Cheers

    Sam

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Sam,

    Ribbon (in fact Command Bar) did not get breaking changes since 2011 so the post is still relevant.

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Sam,

    Based on the field has value or not, the button will be visible or disabled.You can achieve it with the help of ‘ValuRule’ of enable rule in ribbon workbench.

    For example, I want to hide Save&Close button in Contact based on text Muti text field.

    Here are steps.

    1.write JS and add it as web resource to onChange event of form.

    pastedimage1600225182333v3.pngpastedimage1600225154525v2.png

    2.Go ribbon workbench

    (1) On form tab, right-click button and select custom command.

    pastedimage1600225205283v4.png

    (2) Add a new enable rule and click it to add step ‘ValueRule.

    pastedimage1600225315245v5.png

    (3) fill ‘ValueRule’ as follow shown:

    pastedimage1600225346624v6.png

    (4) Click command to add enable rules that just add.

    pastedimage1600225361270v7.png

    (5) Publish it.

    3.Test.

    pastedimage1600225634031v10.png   pastedimage1600225385291v9.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Sam Conroy Profile Picture
    274 on at

    Thank you, I'll test this today and let you know.

    Cheers

    Sam

  • Community Member Profile Picture
    on at

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1600656674671v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

     

  • Sam Conroy Profile Picture
    274 on at

    Thank you very much Leah Ju, it works perfectly!

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Welcome.

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