Customise Ribbon Workbench for qualify leads

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Posted on by Bhemant1

I have a custom field of type Boolean in the lead entity.. What i want to achieve is

if the CRP Signed Field is No the qualify button for leads should be disable and if the CRP Signed Field is Yes, the qualify button should be enable.

i've try to achieve this using the ribbon workbench - Enable rule - Value Rule. below is a screen capture of my steps, but still could not achieve that.. don't know what i've been missing.

Great if the team can shread some light upon this issue.

Thanks in advance.

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Miguel Lourenco on at

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Hi, instead of "yes" can you try with "true" ?
Bhemant1 5 on at

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Hi Miguel,

Thanks for your time and response.. but this also didn't resolve the issue... it's dynamic 365 platform..

in the field, should we type the display name of the field or the internal of the field?

in the ribbon workbench i've click on the qualify button - commands and then enable rule and use value rule... is there something else to be done or i'm missing something?
Miguel Lourenco on at

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Hi Bhemant1, it should be the internal name.
LeoAlt 16,331 Moderator on at

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Hi Bhemant1,

Based on one and only one value, the button will be visible or disabled.

If you have to hide button based on 2 or more form field values go with “Custom Rule”.

In my example, when you fill CRP Signed field with Yes, New button will display in the form, otherwise, it will be hidden.

Here are steps.

1.write JS code and associate it to the form.

function hide(){ var crp = Xrm.Page.getAttribute("new_crpsigned").getValue(); if(crp==true) return true; else return false; } function refreshRibbonOnChange() { Xrm.Page.ui.refreshRibbon(); }

2.Go to- Enable rules- Custom Rule.

In my example, I set New button Instead of qualify button.

3.Test.

(1) When field is ‘Yes’, the New button will display.

(2) When field is ‘No’, the New button will be hidden

Hope it helps.

Best Regards,

Leo