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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Any Ribbon Workbench 2...
Microsoft Dynamics CRM (Archived)

Any Ribbon Workbench 2016 Experts Out There?

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Posted on by Rick Bellefond CSM

Hi.  We have Dynamics 365 Online and the Ribbon Workbench 2016.

What I am trying to do is to get the "Email a link" button on the list view for the KBArticles entity to work the same way it does for the list view of the Accounts entity.

By that I mean that for Accounts on the list view it is always visible and there is a drop down so you can email a link for the "Current View".  On KBArticles the "Email a link" is only visible when one or more Articles are selected and there is not a drop down for "Current View".

I sent Scott D an email about this but have not had any response so maybe he is on vacation and I need to get this issue resolved asap.

Any ideas as to what I need to do?

Thanks.


Rick Bellefond
RB Data Services
www.rbdata.com 

*This post is locked for comments

  • Rick Bellefond CSM Profile Picture
    Rick Bellefond CSM on at
    RE: Any Ribbon Workbench 2016 Experts Out There?

    Hi Aric,

    I am sure that you are right about there being multiple ways to get this done.

    While I still have some more testing to do, I am happy that I think that I have found one of them.  :)

    Thank you very much for your suggestions!

    Rick

  • Verified answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Any Ribbon Workbench 2016 Experts Out There?

    Hi Rick,

    Great. There are probably a few ways to implement this, and this should definitely work, just make sure that all of the command, display rules and enable rules are copied correctly from Account to kbarticle.

    Good luck.

    Aric

  • Rick Bellefond CSM Profile Picture
    Rick Bellefond CSM on at
    RE: Any Ribbon Workbench 2016 Experts Out There?

    Hi Aric,

    First of all, thanks for responding to my post.

    I think that I have gotten this to work.

    Here is what I did.  I created a solution that had both "kbarticle" and "Account".

    I then ran Ribbon Workbench with that solution in it.

    I created a "Email a link" Flyout button, I then dragged the "Menu section" on top of the "Email a link" Flyout button.

    I then dragged the "Button" option on top of the "Email a link" Flyout.

    Once I did that I then made the two new "Buttons" ("Of "Selected Items" and "Of Current View") match what was in Account with everyplace it said "Account" I replaced it with "kbarticle".

    It seems like that is working but I will do more testing tomorrow.

    Anyhow, thanks again for your ideas.

    I appreciate it.

    Rick Bellefond

    RB Data Services

    www.rbdata.com

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Any Ribbon Workbench 2016 Experts Out There?

    The KB article, does not contain the Email A Link Group, so

    Not sure if this will work, but worth a try.

    Create a solution with the Contact entity in it.

    Execute Ribbon Workbench and choose that solution.

    In your Home Page command bar, right click on the Email A Link Split button, and select customize button and then customize command. In the Entity customization area in the center of ribbon workbench, click on the XML tab, and then click on the Refresh button.

    Copy the Xml to a text editor, and replace all the "contact" text in it with "kbarticle"

    Close ribbon workbench

    Create another solution with the kbarticle entity in it, and export the solution as unmanaged solution.

    Extract the file, and open the customizations.xml in a text editor

    Navigate to the RibbonDiffXml section, and replace it with the text that you downloaded from Ribbon Workbench.

    Verify that you replaced all the "contact" text with "kbarticle"

    Save your changes.

    Compress the three extracted files, and import your solution.

    Publish your changes, and navigate back to your Articles entity:

    emailalink.png

    Make sure you validate your kbarticle entity, and have a backup copy of it in case you need to rollback, since you are dealing with unmanaged solution.

    You can probably also recreate everything with Ribbon Workbench, but I think this is easier.

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