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Customer experience | Sales, Customer Insights,...
Answered

Add a same button in two entities

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Posted on by 2,139

Hi all!

I have created a button to one of my entities. All works fine. Now, i need to add this button to another entity. Whats the best practice to add one button to two entities? I'm using Ribbon Workbench.

Thank you 

  • betlejuice Profile Picture
    betlejuice 2,139 on at
    RE: Add a same button in two entities

    Hello Andrew! Дякуємо for your answer! I will do that.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Add a same button in two entities

    Internally, the RibbonXml (which contains the button definition) is stored per entity, so whatever you do you will have 2 separate copies of the button. You have 2 main options:

    1. Create the button separately for each entity in Ribbon Workbench
    2. Create a solution that contains both entities and export it as unmanaged, then:
      1. Unzip the file
      2. Open customizations.xml in a text editor
      3. Copy the Xml under <RibbonDiffXml> from the entity with the button
      4. Do a find and replace in the copied Xml to replace the entity name with that of the second entity (the key part is for Location attribute)
      5. Paste the Xml under <RibbonDiffXml> for the 2nd entity
      6. Zip up all files 
      7. Reimport the solution

    Option 2 gets a bit more complicated if you have other custom buttons for either entity. Also, keep the original solution so that you can reimport it to undo changes if you make a mistake

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Add a same button in two entities

    Hello Oscar,

    I believe the best way is to do exactly same steps when you configured your button in first entity.

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