HANDLE VISIBILITY OF RIBBON BUTTON BASED ON SELECTION OF 1 OR MORE RECORDS

Let us see how to handle the visibility of RibbonButton based on selection of records.

To achieve this, we need to have a XRM toolbox setup in your computer and connected to your working CRM Environment.

Most of the customers wanted to have a custom RibbonButton on a particular entity and due to this visibility of that RibbonButton comes in a picture that improves the efficiency of the product.

We can handle button visibility from Entity form, Entity List view and from any Subgrid on entity from.

Let us see the visibility of custom button from Home grid.

Use Case:

We have requirement where there is a Custom RibbonButton on SubGrid and on Homepage Grid and that should visible only on selection of 1 or more records.

Steps:

  1. Connect XRM Toolbox to your working CRM environment

  2. Navigate to Home ribbon

  3. Click on Custom button, here in my case it is “Capture Response”

  4.  To Enable Rules to add new enable rule click on +

  5. Click on Add Step and select SelectionCountRule

  6. Give Minimum field value as a 1

  7. Navigate to RibbonButton command and click on Add Enable Rule

  8. Select newly created enable rule from dropdown

  9. Add this command to RibbonButton properties

  10. Click on Publish

RibbonButton

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