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Microsoft Dynamics CRM (Archived)

Enable custom button on Home page of entity

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Posted on by hellosuresh

539

Hi I need to clone selected records in Home page.

Clone button should be visible only on following conditions.

1. Only one record is selected.

2. attribute(<Option set>) value should be one of then following (2, 7, 10);

I used enable rule like below

<EnableRules>
<EnableRule Id="ctp.ctp_projectrequest.EnableRule3.EnableRule">
<OrRule>
<Or>
<ValueRule Field="ctp_requeststatus" Value="2" />
<SelectionCountRule AppliesTo="SelectedEntity" Minimum="1" Maximum="1" Default="false" />
</Or>
<Or>
<ValueRule Field="ctp_requeststatus" Value="7" />
<SelectionCountRule AppliesTo="SelectedEntity" Minimum="1" Maximum="1" Default="false" />
</Or>
<Or>
<ValueRule Field="ctp_requeststatus" Value="10" />
<SelectionCountRule AppliesTo="SelectedEntity" Minimum="1" Maximum="1" Default="false" />
</Or>
</OrRule>

</EnableRule>

somehow not working. Any idea?

I appreciate if some one helps. Thanks in advance.

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ScottDurow 21 on at

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Hi

The valuerule will only work on the form. You will need to check the attribute value in JavaScript.

Hope this helps

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hellosuresh 539 on at

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Thanks for the response. Is there any workaround?

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ScottDurow 21 on at

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You would need to create a javascript custom rule that retrieves the records using the sdk web service - but I'd recommend against that for performance reasons. It would be better to check when the process is run and then stop as cancelled with a message to alert the user.

Hope this helps

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hellosuresh 539 on at

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Ok. got it. Thanks for time spent to answer.

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Bob Hatcher on at

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Thank you @Scott for this response, the documentation says the restriction on ValueRules only applies to subgrid buttons. Since the button can either be on "Home", "Subgrid" or "Form" I would say the documentation is incorrect in this regard.

https://msdn.microsoft.com/en-us/library/gg334317.aspx

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