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Ribbon workbench multiple display rules

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Posted on by SR11

Hi All,

I want to hide a custom button based on the status and status reason. I am using ribbon workbench to show this button if status is won or closed. Here are the conditions-

To this I would like to add another condition - show this button if (status is won) or (status is closed and status reason is not closed revision). I added in the new status reason condition to the display rules above but doesn't seem to be working.

Any suggestions?

Thanks!

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cloflyMao 25,210 on at

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Hi SR11,

If you want to use custom rules, you should use "Enable rules" instead, because it is more like "client side" rules, while display rules are more like "server side" rules.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/247872/ribbon-enable-rules-display-rules

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/286323/difference-between-display-and-enable-rules

Regards,

Clofly

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SR11 54 on at

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Hi Clofy,

I added the conditions in enable rules but still do not see the expected results. I would like to show a button if statecode is 2 OR statecode is 3 and statuscode is not 7. Here is the screenshot-

What am I doing wrong?

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SR11 54 on at

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Screenshot

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cloflyMao 25,210 on at

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Hi SR11,

Let us take Industry field of Account as example: I want to show the button when the industry equals to the second and third option.

1. The meaning of True/False is contrast to our understanding.

True: hide the button.

False: show the button.

2. After created the "enabled rule", we need to create a command to save the "enabled rule".

3. Finally, we need to apply the command to our custom button.

Test:

The button will only display when option 2 and option 3 is selected,

However, the button will be shown or hidden only after the record is saved.

In addition, you could also refer to following tutorial:

https://blog.magnetismsolutions.com/blog/adammurchison/2017/10/13/how-to-use-enable-rules-in-dynamics-365-with-the-ribbon-workbench

Regards,

Clofly

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SR11 54 on at

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Thank you for the detailed response.

To give a little bit of background, I already have a rule in place that successfully enables "Custom" button when the Quote status is Won or Lost, i.e. when statecode equals 2 or 3. The screenshot of this is in the original post.

What I am not able to do is show the button when Quote status is Won or Lost AND status reason is not Revision. I tested with just status reason (statuscode = 7) as the only condition but that did not work. I am unable to identify why that particular field is not working.

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