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How do i hide/show Edit button command based on a criteria

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Posted on by naijacoder

Hi All,
I'm new to this and have a model driven app i need to customise.
I would like to disable the Edit command bar if the user is in a specific user role (Dataverse Teams and a role assigned to it) and the field status is marked as complete.

When i tried opened the edit button in using the power apps designer it was all greyed out and marked a read only.
I think my option is to use javascript and webresources.
I also noticed alot of people are talking about using Ribbon Workbench but not sure if i can use such logic in it

To have a javascript do this where would be best way to start e.g looking for the right function to call to get the roles to compare or how to see the field names

Thanks in advance

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Microsoft Dynamics CRM

Dynamics 365 Sales

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DAnny3211 11,376 on at

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How do i hide/show Edit button command based on a criteria

Hi,

To conditionally show or hide the Edit button in a model-driven app based on user roles and field values, you’ll need to use Ribbon Workbench along with JavaScript. Here's a general approach to get started:

Use Ribbon Workbench: This tool allows you to customize command bar buttons. You can define display rules and enable rules based on JavaScript functions.

Create a JavaScript Web Resource: Write a function that checks:

If the current user has a specific security role.

If the field status is marked as complete.

Example snippet:

function shouldShowEditButton(formContext) { var status = formContext.getAttribute("status").getValue(); var userRoles = Xrm.Utility.getGlobalContext().userSettings.roles; var hasRole = userRoles.some(function(role) { return role.name === "YourRoleName"; }); return !(hasRole && status === "Complete"); }

Attach the Function in Ribbon Workbench: Use this function in a Display Rule or Enable Rule for the Edit button.

Publish and Test: After publishing the changes, test the behavior in your app to ensure the button visibility aligns with your criteria.

This setup gives you flexibility and control over UI behavior based on business logic.

Please verify if this helps you move forward.

Thanks and best regards,\
Daniele\
Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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Tom_Gioielli 2,289 Super User 2025 Season 2 on at

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How do i hide/show Edit button command based on a criteria

While you can use Ribbon Workbench and Javascript, that might even be overkill for what you are looking to do.

Dataverse records typically have two states, 'Active' and 'Inactive'. These states have the benefit of altering whether a record can be edited as default behavior. When a record gets marked as Inactive, it becomes read-only for all users. The only way to edit it again is to "reactivate" the record.

Can you track your complete status as a [Status Reason] option of the 'Inactive' state? If so, then when the record is Completed that means it is also inactive, and the entire record will be read only without any need to mess with JS or the Ribbon Workbench.

If you really want to customize the ribbon, which I usually try to avoid unless necessary, then you would need to create a copy of the Default 'Edit' button, customize that one, and hide the original.

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naijacoder 38 on at

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How do i hide/show Edit button command based on a criteria

Thanks Tom for your response.
I like the idea of keeping it very simple but if i don't use RWB and use Power App studio to edit the Edit button command it says the button is read only.Legacy button is not supported

Also the context menu of the Edit is grayed out. I only sre paste

Maybe i'm missing something.
Can you please advice?

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Inogic 651 on at

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How do i hide/show Edit button command based on a criteria

Hi,

Since these are legacy buttons, they can only be customized using the Ribbon Workbench in XrmToolBox. Both XrmToolBox and the Ribbon Workbench solution are free tools. Within Ribbon Workbench, you can add JavaScript web resources to define custom enable/display rules that will show or hide the button based on your logic.

Hope this helps.

Thanks!

Inogic

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