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,
*This post is locked for comments
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 -
Share
Report
All responses (
Answers (
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
};
}
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.
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.
Thank you Goutam, but enable rule is for Activate/Desactivite button ,no?
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.
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.
Hi david thorn,
This article explains how to do this.
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,399
Most Valuable Professional
#3
nmaenpaa
101,156
