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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Disable save and send button in appointment activity.

Posted on by 255

Hi All,

i have to hide or disable the save & send buttion on appointment activity for specific role.

pastedimage1586948482738v1.png

can anybody suggest me on this.

  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at
    RE: Disable save and send button in appointment activity.

    Hey Mona,

    You will need to create a custom enable rule for this and base the visibility using a Javascript that returns true or false depending of the security role.

    To create a JS to get the security roles of the user you need to check this:  docs.microsoft.com/.../usersettings

    Above function will help you to retrieve the security roles from the actual logged user.

    This is an example of the customRules:

    docs.microsoft.com/.../define-ribbon-enable-rules

  • Mona Chavan Profile Picture
    Mona Chavan 255 on at
    RE: Disable save and send button in appointment activity.

    Hi All,

    can anybody please help me with this urgently.

    i need to do this on priority.

  • Mona Chavan Profile Picture
    Mona Chavan 255 on at
    RE: Disable save and send button in appointment activity.

    can u please provide a script and how can i use that script for the enable /disable rule.

  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at
    RE: Disable save and send button in appointment activity.

    Hello Mona,

    Yes, the only way is using display or enable rule. You can control them with a supported javascript. You could use a 3rd party tool such Ribbon Workbench to achieve this.

    This is our official documentation about how to modify ribbon buttons.

    docs.microsoft.com/.../customize-commands-ribbon

  • Mona Chavan Profile Picture
    Mona Chavan 255 on at
    RE: Disable save and send button in appointment activity.

    Actually my scenario is if User is having role A ,b then he or she should not be able to see the Save and send button in appointment form.

    so how can i achieve this?

  • Mona Chavan Profile Picture
    Mona Chavan 255 on at
    RE: Disable save and send button in appointment activity.

    No.

    can i do it using script only or only it will be done through enable /disable rule rule?

  • Richard_S Profile Picture
    Richard_S 75 on at
    RE: Disable save and send button in appointment activity.

    Hi Mona,

    have you tried the Ribbon Workbench in XrmToolBox?

    Regards

    Richard

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