show/Hide button bases on different criteria

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Hello expert ,

I need to show/Hide a personnalized button i have created with ribbonworkbench tool based on a different criteria(security role, status)

so let's say that i want to hide my button if a record is inactive & the user is a commercial(security role) & i want to show the same button for a record which is active( the user is a commercial) or where the user is a marketing director & the record is inactive.

Thank you in advance,

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Adrian Begovich 1,027 Moderator on at

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Hi david thorn,

This article explains how to do this.

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a33ik 84,331 Most Valuable Professional on at

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Hello David,

I wrote a post about similar requirement a week ago - butenko.pro/.../showing-ribbon-button-based-on-the-result-of-async-operation

It looks like it's close to yours usecase but to use it you will have to rewrite code a bit.

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Community Member on at

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thank you Andrew , i create the function that return true or false based on my criteria.(works fine)

then i created a command & add a display rule to it .but the problem is that i cannot find the custom js option in the display rule.

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gdas 50,091 Moderator on at

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Hi David ,

You need to create enable rule, display rule does not support JavaScript rule as display rule execute in server side.

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Community Member on at

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Thank you Goutam, but enable rule is for Activate/Desactivite button ,no?

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gdas 50,091 Moderator on at

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No , both enable /display rule show/hide the button , and none of the rule activate or deactivate button. The name is given is confusing so its not your mistake.

The only difference is that using enable rule the action will take place after HTML DOM loaded but for display rule action will take place before HTML DOM load and thats why there is no JavaScript rule in display rule.

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Community Member on at

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Thank you for the explanation , but i still cannot got an issue.

1. Js function which return true/false based on my criteria:

function isButtonEnabled() {
// Get Logged In User Context
var userSettings = Xrm.Utility.getGlobalContext().userSettings;
// Get Logged In User Security Roles
var loggedInUsersecurityRolesGuidArray = userSettings.securityRoles;
var totalSecurityRolesArray = new Array();
var rolesOutputText = "";

var recordstatus=Xrm.Page.getAttribute("statecode").getValue();

if (loggedInUsersecurityRolesGuidArray.length > 0) {
Xrm.WebApi.retrieveMultipleRecords("roles", "?$select=name,roleid").then(
function success(result) {
if (result.entities.length > 0) {
// Push Role Names and Role Ids to Array
for (var rolesCount = 0; rolesCount < result.entities.length; rolesCount++) {
totalSecurityRolesArray.push({ RoleName: result.entities[rolesCount].name, RoleId: result.entities[rolesCount].roleid });
}

rolesOutputText = userSettings.userName + " has the below Security Roles\n------------------------------------\n" ;

// Compare the User Security Roles with Total Security Roles
for (var userSecurityRolesCounter = 0; userSecurityRolesCounter < loggedInUsersecurityRolesGuidArray.length; userSecurityRolesCounter++) {
for (var totalsecurityRolesCounter = 0; totalsecurityRolesCounter < totalSecurityRolesArray.length; totalsecurityRolesCounter++) {
if (totalSecurityRolesArray[totalsecurityRolesCounter].RoleId.toLowerCase() == loggedInUsersecurityRolesGuidArray[userSecurityRolesCounter].toLowerCase()) {
if(totalSecurityRolesArray[totalsecurityRolesCounter].RoleName=="Sales Manager" && recordstatus==0 )
{
isButtonEnabled=true;
rolesOutputText += totalSecurityRolesArray[totalsecurityRolesCounter].RoleName + "\n";
break;
} else isButtonEnabled=false;
}
}
}
}
Xrm.Page.getAttribute("new_hide_show").setValue(isButtonEnabled);
// Show User Roles
Xrm.Utility.alertDialog(isButtonEnabled+""+Xrm.Page.getAttribute("new_hide_show").getValue() ,null);
},
function (error) {
// Show error
Xrm.Utility.alertDialog(error.message, null);
});
}

return isButtonEnabled;
}

2.create a button ,add a command to this button & then add a enable rule.

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gdas 50,091 Moderator on at

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Hi David ,

You should refer the code what Andrew Shared in the first link -

Here I copied Andrew's code and replace your logic ,you can try to replace the function name RibbonShowHide in the enable rule -

function RibbonShowHide() { //this variable stores if async operation was already completed var isAsyncOperationCompleted = false; //this variable stores the result - if button enabled or not var isButtonEnabled = false; function IsButtonEnabled(formContext) { //If async operation was already completed I just return the result of it if (isAsyncOperationCompleted) { return isButtonEnabled; } //getting of userid from the context var userId = Xrm.Utility.getGlobalContext().userSettings.userId.replace("{", "").replace("}", ""); //fetching user by id and expanding roles to get role names Xrm.WebApi.retrieveRecord("systemuser", userId, "?$expand=systemuserroles_association($select=name)").then( function success(result) { //Async operation was completed successfully isAsyncOperationCompleted = true; //looping through all the roles available for user for (var i = 0; i < result.systemuserroles_association.length; i++) { //getting current role name var roleName = result.systemuserroles_association[i]["name"]; //if role name is equal to "System Administrator" - setting variable to true if (roleName === "Sales Manager") { isButtonEnabled = true; } } //so if role is there - just refresh the ribbon to see the button if (isButtonEnabled) { formContext.ui.refreshRibbon(); } }, function (error) { //if something went wrong during the data retrieval //operation is marked as completed and error message is shown isAsyncOperationCompleted = true; Xrm.Navigation.openAlertDialog({ text: error.message }); } ); //Just a stub that hides button by default //if role is available for a user - refresh of ribbon will unhide the button return false; } return { IsButtonEnabled: IsButtonEnabled }; }

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