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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Ribbon Workbench doesn...
Microsoft Dynamics CRM (Archived)

Ribbon Workbench doesn't work when trying to hide a Ribbon Button

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Posted on by Community Member

I'm trying to hide a Ribbon Button on the Contact Form called Invite Agent. I right click the button and select the Hide Button, where the Red slash goes over the button which is supposed to symbolize the button is hidden. I publish the solution and open the solution as directed. I go and double check in the CRM and its still there. I've been messing around with this ribbon workbench now for a week, so any help is greatly appreciated. 

Thanks!

Nick 

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  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    I know it sounds silly - but are you sure that you are hiding the right button since sometimes the same button can be in multiple places like the homepage, subgrid and form.

    If you are using the 2011 version of the Ribbon Workbench, check that you have the 'Form' ribbon selected in the dropdown in the top right of the design surface.

    Hope this helps!

  • Community Member Profile Picture
    Community Member on at

    Hi Scott,

    I know what your talking about, and double checked that it was selected on the form for the drop down. When I move the ribbon button around; publish the solution and reopen, that all works with the workbench. It just won't Hide the button at all. I go into check the Xml code and it looks like it should work but not sure... I know I saw some forums dealing with a similar situation, but I can't find them now.

    Thanks tho!

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi Nick,

    That's strange - so you have the right button but the HideAction doesn't work.

    Perhaps you could try customising the command and adding a DisplayRule that will always hide the button.

  • Community Member Profile Picture
    Community Member on at

    I actually followed your youtube demonstration "Installing Ribbon Workbench ... CRM 2011 with short demo", Although when I go to create a new solution, the Publisher field does not bring up Default  Ribbon Workbench. Instead the Default Publisher Marketing Template... would that have something to do with it?

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi Nick - No I can't see that being the issue.

    Could you post  your ribbon xml?

  • Community Member Profile Picture
    Community Member on at

    <RibbonDiffXml>

     <CustomActions>

       <CustomAction Id="alm.aml.Form.contact.MainTab.Actions.matt.CustomAction" Location="Mscrm.Form.contact.MainTab.Actions.Controls._children" Sequence="39">

         <CommandUIDefinition>

           <Button Command="aml.Form.contact.MainTab.Actions.matt.Command" Id="aml.Form.contact.MainTab.Actions.matt" Image32by32="$webresource:alm_logomatt_32x32.png" Image16by16="$webresource:alm_logomatt_16x16.png" LabelText="$LocLabels:aml.Form.contact.MainTab.Actions.matt.LabelText" Sequence="39" TemplateAlias="isv" ToolTipTitle="$LocLabels:aml.Form.contact.MainTab.Actions.matt.ToolTipTitle" ToolTipDescription="$LocLabels:aml.Form.contact.MainTab.Actions.matt.ToolTipDescription" />

         </CommandUIDefinition>

       </CustomAction>

       <CustomAction Id="alm.aml.Form.contact.MainTab.Actions.pharmacy_schedule.CustomAction" Location="Mscrm.Form.contact.MainTab.Actions.Controls._children" Sequence="29">

         <CommandUIDefinition>

           <Button Command="aml.Form.contact.MainTab.Actions.pharmacy_schedule.Command" Id="aml.Form.contact.MainTab.Actions.pharmacy_schedule" Image32by32="$webresource:alm_searchtool_32x32.png" Image16by16="$webresource:alm_searchtool_16x16.png" LabelText="$LocLabels:aml.Form.contact.MainTab.Actions.pharmacy_schedule.LabelText" Sequence="29" TemplateAlias="isv" ToolTipTitle="$LocLabels:aml.Form.contact.MainTab.Actions.pharmacy_schedule.ToolTipTitle" ToolTipDescription="$LocLabels:aml.Form.contact.MainTab.Actions.pharmacy_schedule.ToolTipDescription" />

         </CommandUIDefinition>

       </CustomAction>

       <CustomAction Id="alm.aml.Form.contact.MainTab.Actions.Recode.CustomAction" Location="Mscrm.Form.contact.MainTab.Actions.Controls._children" Sequence="59">

         <CommandUIDefinition>

           <Button Command="aml.Form.contact.MainTab.Actions.Recode.Command" Id="aml.Form.contact.MainTab.Actions.Recode" Image32by32="/_imgs/ribbon/Assign_32.png" Image16by16="/_imgs/ribbon/Assign_16.png" LabelText="$LocLabels:aml.Form.contact.MainTab.Actions.Recode.LabelText" Sequence="59" TemplateAlias="isv" ToolTipTitle="$LocLabels:aml.Form.contact.MainTab.Actions.Recode.ToolTipTitle" ToolTipDescription="$LocLabels:aml.Form.contact.MainTab.Actions.Recode.ToolTipDescription" />

         </CommandUIDefinition>

       </CustomAction>

       <CustomAction Id="alm.aml.Form.contact.MainTab.eContracting.CustomAction" Location="Mscrm.Form.contact.MainTab.Groups._children" Sequence="35">

         <CommandUIDefinition>

           <Group Command="Mscrm.Enabled" Description="$LocLabels:aml.Form.contact.MainTab.eContracting.Title" Id="aml.Form.contact.MainTab.eContracting" Image32by32Popup="" Sequence="35" Template="Mscrm.Templates.Flexible2" Title="$LocLabels:aml.Form.contact.MainTab.eContracting.Title">

             <Controls Id="aml.Form.contact.MainTab.eContracting.Controls">

               <Button Command="amlaml.Form.contact.MainTab.eContracting.agentInvite.Command" Id="amlaml.Form.contact.MainTab.eContracting.agentInvite" Image32by32="$webresource:alm_contract_32x32.png" Image16by16="$webresource:alm_contract_16x16.png" LabelText="$LocLabels:amlaml.Form.contact.MainTab.eContracting.agentInvite.LabelText" Sequence="20" TemplateAlias="o2" ToolTipTitle="$LocLabels:amlaml.Form.contact.MainTab.eContracting.agentInvite.ToolTipTitle" ToolTipDescription="$LocLabels:amlaml.Form.contact.MainTab.eContracting.agentInvite.ToolTipDescription" />

             </Controls>

           </Group>

         </CommandUIDefinition>

       </CustomAction>

       <CustomAction Id="alm.aml.Form.contact.MainTab.eContracting.MaxSize.CustomAction" Location="Mscrm.Form.contact.MainTab.Scaling._children" Sequence="10">

         <CommandUIDefinition>

           <MaxSize GroupId="aml.Form.contact.MainTab.eContracting" Id="aml.Form.contact.MainTab.eContracting.MaxSize" Sequence="10" Size="LargeMedium" />

         </CommandUIDefinition>

       </CustomAction>

       <CustomAction Id="alm.aml.Form.contact.MainTab.eContracting.Scale.Popup.CustomAction" Location="Mscrm.Form.contact.MainTab.Scaling._children" Sequence="300">

         <CommandUIDefinition>

           <Scale GroupId="aml.Form.contact.MainTab.eContracting" Id="aml.Form.contact.MainTab.eContracting.Scale.Popup" Sequence="300" Size="Popup" />

         </CommandUIDefinition>

       </CustomAction>

       <HideCustomAction HideActionId="alm.amlaml.Form.contact.MainTab.eContracting.agentInvite.Hide" Location="amlaml.Form.contact.MainTab.eContracting.agentInvite" />

       <HideCustomAction HideActionId="amlMscrm.HomepageGrid.contact.SendDirectEmail.HideAction" Location="Mscrm.HomepageGrid.contact.SendDirectEmail" />

       <HideCustomAction HideActionId="amlMscrm.SubGrid.contact.AddEmail.HideAction" Location="Mscrm.SubGrid.contact.AddEmail" />

       <HideCustomAction HideActionId="amlMscrm.SubGrid.contact.MailMerge.HideAction" Location="Mscrm.SubGrid.contact.MailMerge" />

       <HideCustomAction HideActionId="Mscrm.SubGrid.contact.AddExistingAssoc.HideAction" Location="Mscrm.SubGrid.contact.AddExistingAssoc" />

     </CustomActions>

     <Templates>

       <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

     </Templates>

     <CommandDefinitions>

       <CommandDefinition Id="aml.Form.contact.MainTab.Actions.matt.Command">

         <EnableRules />

         <DisplayRules />

         <Actions>

           <JavaScriptFunction FunctionName="SetupMATT" Library="alm_contact.js" />

         </Actions>

       </CommandDefinition>

       <CommandDefinition Id="aml.Form.contact.MainTab.Actions.pharmacy_schedule.Command">

         <EnableRules />

         <DisplayRules />

         <Actions>

           <JavaScriptFunction FunctionName="SchedulerToggle" Library="alm_schedule.js" />

         </Actions>

       </CommandDefinition>

       <CommandDefinition Id="aml.Form.contact.MainTab.Actions.Recode.Command">

         <EnableRules />

         <DisplayRules />

         <Actions>

           <JavaScriptFunction FunctionName="AssignMarketing" Library="$webresource:alm_contact.js" />

         </Actions>

       </CommandDefinition>

       <CommandDefinition Id="amlaml.Form.contact.MainTab.eContracting.agentInvite.Command">

         <EnableRules />

         <DisplayRules />

         <Actions>

           <JavaScriptFunction FunctionName="eContractingInvitation" Library="alm_contact.js" />

         </Actions>

       </CommandDefinition>

     </CommandDefinitions>

     <RuleDefinitions>

       <TabDisplayRules />

       <DisplayRules>

         <DisplayRule Id="aml.Form.contact.MainTab.Actions.eContracting.Command.DisplayRule.EntityPrivilegeRule">

           <EntityPrivilegeRule PrivilegeType="Read" PrivilegeDepth="None" EntityName="contract" Default="true" />

         </DisplayRule>

         <DisplayRule Id="aml.HomepageGrid.contact.MainTab.Actions.iSeriesSearch.Command.DisplayRule.EntityPrivilegeRule">

           <EntityPrivilegeRule PrivilegeType="Share" PrivilegeDepth="Basic" AppliesTo="PrimaryEntity" EntityName="quote" Default="true" />

         </DisplayRule>

       </DisplayRules>

       <EnableRules>

         <EnableRule Id="aml.Form.contact.MainTab.Collaborate.RecodeContact.Command.EnableRule.CustomRule">

           <CustomRule FunctionName="DisplayRecode" Library="alm_contact.js" Default="true" InvertResult="false" />

         </EnableRule>

         <EnableRule Id="aml.Form.contact.MainTab.Collaborate.RecodeContact.Command.EnableRule.FormStateRule">

           <FormStateRule State="Create" Default="true" InvertResult="true" />

         </EnableRule>

       </EnableRules>

     </RuleDefinitions>

     <LocLabels>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.matt.LabelText">

         <Titles>

           <Title description="Medicare Advantage Tracking Tool" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.matt.ToolTipDescription">

         <Titles>

           <Title description="Medicare Advantage Tracking Tool" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.matt.ToolTipTitle">

         <Titles>

           <Title description="Medicare Advantage Tracking Tool" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.pharmacy_schedule.LabelText">

         <Titles>

           <Title description="Agent Search Tool" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.pharmacy_schedule.ToolTipDescription">

         <Titles>

           <Title description="Search for nearby pharmacies and hospitals." languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.pharmacy_schedule.ToolTipTitle">

         <Titles>

           <Title description="Agent Search Tool" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.Recode.LabelText">

         <Titles>

           <Title description="Recode Agent" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.Recode.ToolTipDescription">

         <Titles>

           <Title description="Recodes all open opportunites for the agent." languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.Actions.Recode.ToolTipTitle">

         <Titles>

           <Title description="Recode Agent" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="aml.Form.contact.MainTab.eContracting.Title">

         <Titles>

           <Title description="eContracting" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="amlaml.Form.contact.MainTab.eContracting.agentInvite.LabelText">

         <Titles>

           <Title description="Invite Agent" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="amlaml.Form.contact.MainTab.eContracting.agentInvite.ToolTipDescription">

         <Titles>

           <Title description="Invite an agent to use eContracting" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="amlaml.Form.contact.MainTab.eContracting.agentInvite.ToolTipTitle">

         <Titles>

           <Title description="Invite Agent" languagecode="1033" />

         </Titles>

       </LocLabel>

     </LocLabels>

    </RibbonDiffXml>

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Right - I see the issue. You have hidden the button but it is also defined in the customisations. If this is an unmanaged button then you'll need to add a display rule to control it's visibility (or just delete the button). If it's a managed button then you'll need to uncustomise the group.

    Hope this answers your question.

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