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I have figured out how to conditionally show/hide buttons such as Activate, Deactivate, etc based off of security role. However, I cannot seem to be able to do so with the Word and Excel Templates. You may be able to if you can apply an action. Has anyone done this or can offer a solution?
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Nevermind. Apparently, this is native functionality. The top ribbon does not show on associated view. Sorry!
Hello, I am back! Well, the recommendations to hide/show accordingly did work... however, now we are noticing that on related/associated records the ribbon is completely gone! From my research it appears that if there is an issue with the ribbon, it will just fail to load. Has anyone else experienced this with Ribbon workbench?
Hi Ruger,
Go to the display rule Mscrm.TemplatesFCBEnabled and set the IsCore property to True.
Now you will be able to publish the changes.
Hope this helps.
I did try that. Here is the error on publish:
Hi Ruger,
You just need to add the Enable Rule (Custom Rule) as shown below. No need of adding actions to the button.
Hope this helps.
Thanks for your replies! I did however already have in place the JS to setup the Enable Rule. The issue I am encountering however is when attempting to set a conditional show/hide on the Word and Excel Templates button. It requires an action which is blank. Do you know what action I need to call or does this require a custom action?
This should be possible through editing the ribbon on your required entities. The best tool for doing this is Scott Durow's Ribbon Workbench.
Refer this how to do using security privileges,
ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a
Hi Ruger,
You can add Custom Javascript Enable Rule in Ribbon workbench by adding a JS web resource in CRM as follows:
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function getUserRoles() {
var roles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < roles.length; i++) {
var roleID = roles[i];
var RoleName = getRoleName(roleID);
if (RoleName == 'Security Role Name') {
return false;
break;
}
else {
return true;
}
}
}
function getRoleName(roleID) {
var clientURL = Xrm.Page.context.getClientUrl();
var req = new XMLHttpRequest();
var query = "/api/data/v9.0/roles/?$top=1&$select=name&$filter=roleid eq " + roleID;
req.open("GET", encodeURI(clientURL + query), true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.onreadystatechange = function () {
if (this.readyState == 4) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
if (data && data.value) {
for (var indx = 0; indx < data.value.length; indx++) {
var roleName = data.value[indx].name;
return roleName;
}
}
}
else {
var error = JSON.parse(this.response).error;
alert("Error retrieving Roles :" + error.message);
}
}
};
req.send(null);
}
Replace the 'Security Role Name' with the required security role name for whom you need to hide/disable the button.
Now add a enable rule for both the ribbon buttons (Word and Excel) as shown in the link below.
https://garethtuckercrm.com/2013/11/25/dynamically-disable-ribbon-buttons-in-dynamics-crm/
Hope this helps.
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