Customer experience | Sales, Customer Insights,...

Automatically refresh ribbon on field value

(0) Share

Report

Posted on by vahrameev

My main goal was to hide oppportunity "Close as Won" button and I've managed to do it with Ribbon Workbench and this topic https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/275236/1094903

The button is hidden successfully, but after my trigger field "actualclosedate" in BPF is not null I have to press Save (or Refresh) for "Close as Won" to appear.

refreshRibbonOnChange function from this HowTo isn't working in my case (don't know why) https://ribbonworkbench.uservoice.com/knowledgebase/articles/121427-enable-disable-a-ribbon-button-dynamically-based-o

Is there any other way to refresh ribbon automatically after "actualclosedate" in is not null?

I have the same question (0)

All responses (11)

Answers (0)

Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

Hi,

Try using formContext.ui.refreshRibbon(refreshAll); and check if it works.

docs.microsoft.com/.../refreshribbon

Please mark my answer verified if i were helpful

Was this reply helpful? Yes No
vahrameev 45 on at

Like (0)

Report
Thank you for your answer.

I'm using this function to update the ribbon

function RefreshOppRibbon(){ formContext.ui.refreshRibbon(true); }

and I'm calling it on change of my Close tab (last tab/stage in BPF and when "actualclosedate" in is not null)

but my ribbon isn't refreshing after "actualclosedate" was filled with date on previous step and Close tab becomes active

Was this reply helpful? Yes No
Suggested answer

Miguel Lourenco on at

Like (1)

Report

Hi vahrameev,

You're using formcontext but you're not passsing it as parameter in the function. Also you need to check

also, on the function should have

function hi(formContext)

{

}

Regards,

Was this reply helpful? Yes No
vahrameev 45 on at

Like (0)

Report
Hi Miguel,

I think I'm stil missing something, because this is not working in my case :-(

Let me start from the beginning.

"Close as Won" for opportunity is hidden with this function:

function HideOppWonButton(){ return ((Xrm.Page.getAttribute("actualclosedate").getValue())!= null) }

Function for ribbon autorefresh looks like this:

function RefreshOppRibbon(formContext){ formContext.ui.refreshRibbon(true); }

These are my Form Properties settings:

Was this reply helpful? Yes No
Miguel Lourenco on at

Like (0)

Report

hi,

can you add an alert() just to know if the function is getting called? similar to:

function RefreshOppRibbon(formContext)

{

alert('hi');

formContext.ui.refreshRibbon(true);

}

Was this reply helpful? Yes No
vahrameev 45 on at

Like (0)

Report
Sorry, forgot to test it with alert myself before reporting.

Did it right now, no alert was displayed.

Also tried to show a simple alert on TabStateChange and also nothing.

function showalert(){ alert('test function call'); }

Was this reply helpful? Yes No
Miguel Lourenco on at

Like (0)

Report

Shouldn’t you add the field onchange to that Function refresh ?

Was this reply helpful? Yes No
vahrameev 45 on at

Like (0)

Report

Can you please be more specific?

You are talking about Dependencies tab in Handler Properties?

Was this reply helpful? Yes No
Miguel Lourenco on at

Like (0)

Report

you want to refresh the ribbon when a field changes right? Then you can add that refresh button to the onchange event of that field

Was this reply helpful? Yes No
vahrameev 45 on at

Like (0)

Report

English is my third language so sometimes I can interpretate suggestions in the wrong way :-)

Let me rephrase yours

You suggest to find a way to "connect" my field "actualclosedate" and Refresh button in ribbon so every time data in "actualclosedate" is changed the Refresh button will be triggered?

Was this reply helpful? Yes No