CODEWITHSUNDEEP
javascriptdynamics-crmdynamics-crm-2015crm-ribbon-workbench
mahajan
mahajan

Reputation: 68

CRM 2015 : Custom Ribbon buttons in quote entity not visible after the quote is activated

I have added a custom button on the ribbon for the quote entity form. The button is visible and is working as expected when the quote is in draft state.

When I click on the Activate Quote button, the quote becomes active. This action also refreshes the ribbon. After the ribbon is refreshed, I do not see the custom buttons that I had added in the ribbon anymore.

I checked in ribbon workbench and the custom button I added does not have any display rules defined which might cause it to be hidden on Activate quote.
I also checked for any custom scripts which might cause this behavior but I could not find any which would make the custom buttons to be not visible.

I tried adding the custom button to a different group in the ribbon but that doesn't seem to help either.

It seems that the ribbon only shows a predefined set of controls on the quote entity form once the quote has been activated. Does anyone has any suggestions on how I can circumvent this issue?

Below is the ribbondiffxml of the quote entity. The custom buttons that I added are "Copy Estimate" and "New Version"

<?xml version="1.0" encoding="utf-16"?>
<RibbonDiffXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <CustomActions>
    <CustomAction Id="Sol.Form.Estimate.CopyEntity.Button.CustomAction" Location="Mscrm.Form.quote.MainTab.Actions.Controls._children" Sequence="4">
      <CommandUIDefinition>
        <Button Alt="$LocLabels:Sol.Form.Estimate.CopyEntity.Button.Alt" Command="Sol.Form.Estimate.CopyEntity.Command" Description="Copy Estimate" Id="Sol.Form.Estimate.CopyEntity.Button" Image32by32="$webresource:mcace_EntityRibbon_32x32.png" Image16by16="$webresource:mcace_EntityRibbon_16x16.png" LabelText="$LocLabels:Sol.Form.Estimate.CopyEntity.Button.LabelText" Sequence="4" TemplateAlias="o1" ToolTipTitle="$LocLabels:Sol.Form.Estimate.CopyEntity.Button.ToolTipTitle" ToolTipDescription="$LocLabels:Sol.Form.Estimate.CopyEntity.Button.ToolTipDescription" />
      </CommandUIDefinition>
    </CustomAction>
    <CustomAction Id="Sol.Form.Estimate.NewVersion.Button.CustomAction" Location="Mscrm.Form.quote.MainTab.Actions.Controls._children" Sequence="4">
      <CommandUIDefinition>
        <Button Alt="$LocLabels:Sol.Form.Estimate.NewVersion.Button.Alt" Command="Sol.quote.Estimate.NewVersion.Command" Description="New Version" Id="Sol.Form.Estimate.NewVersion.Button" Image32by32="/_imgs/SFA/ReviseQuote_32.png" Image16by16="/_imgs/SFA/ReviseQuote_16.png" LabelText="$LocLabels:Sol.Form.Estimate.NewVersion.Button.LabelText" Sequence="4" TemplateAlias="o1" ToolTipTitle="$LocLabels:Sol.Form.Estimate.NewVersion.Button.ToolTipTitle" ToolTipDescription="$LocLabels:Sol.Form.Estimate.NewVersion.Button.ToolTipDescription" />
      </CommandUIDefinition>
    </CustomAction>
    <HideCustomAction HideActionId="Sol.Mscrm.Form.quote.ReviseQuote.Hide" Location="Mscrm.Form.quote.ReviseQuote" />
  </CustomActions>
  <Templates>
    <RibbonTemplates Id="Mscrm.Templates" />
  </Templates>
  <CommandDefinitions>
    <CommandDefinition Id="Sol.Form.Estimate.CopyEntity.Command">
      <EnableRules>
        <EnableRule Id="Sol.Form.Estimate.CopyEntity.EnableRule" />
      </EnableRules>
      <DisplayRules />
      <Actions>
        <JavaScriptFunction FunctionName="triggerCopyEntity" Library="$webresource:sol_Entity_Ribbon.js" />
      </Actions>
    </CommandDefinition>
    <CommandDefinition Id="Sol.quote.Estimate.NewVersion.Command">
      <EnableRules>
        <EnableRule Id="Sol.Form.Estimate.CopyEntity.EnableRule" />
      </EnableRules>
      <DisplayRules />
      <Actions>
        <JavaScriptFunction FunctionName="setIsNewVersionField" Library="$webresource:sol_Estimate_ribbon" />
      </Actions>
    </CommandDefinition>
  </CommandDefinitions>
  <RuleDefinitions>
    <TabDisplayRules />
    <DisplayRules>
      <DisplayRule Id="Sol.Form.Estimate.DisplayRule.DisplayRule">
        <CrmClientTypeRule Type="Web" Default="true" />
      </DisplayRule>
    </DisplayRules>
    <EnableRules>
      <EnableRule Id="Sol.Form.Estimate.CopyEntity.EnableRule">
        <FormStateRule State="Existing" Default="false" InvertResult="false" />
      </EnableRule>
    </EnableRules>
  </RuleDefinitions>
  <LocLabels>
    <LocLabel Id="Sol.Form.Estimate.CopyEntity.Button.LabelText">
      <Titles>
        <Title description="Copy Estimate" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.CopyEntity.Button.ToolTipTitle">
      <Titles>
        <Title description="Copy Estimate" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.CopyEntity.Button.ToolTipDescription">
      <Titles>
        <Title description="Copy Estimate" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.CopyEntity.Button.Alt">
      <Titles>
        <Title description="Copy Estimate" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.NewVersion.Button.LabelText">
      <Titles>
        <Title description="New Version" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.NewVersion.Button.ToolTipTitle">
      <Titles>
        <Title description="New Version" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.NewVersion.Button.ToolTipDescription">
      <Titles>
        <Title description="New Version" languagecode="1033" />
      </Titles>
    </LocLabel>
    <LocLabel Id="Sol.Form.Estimate.NewVersion.Button.Alt">
      <Titles>
        <Title description="New Version" languagecode="1033" />
      </Titles>
    </LocLabel>
  </LocLabels>
</RibbonDiffXml>

Upvotes: 1

Views: 2001

Answers (1)

Filburt
Filburt

Reputation: 18082

Try modifying your EnableRule Sol.Form.Estimate.CopyEntity.EnableRule to negate the create-state.

Your modified rule should look like this:

<EnableRules>
  <EnableRule Id="Sol.Form.Estimate.CopyEntity.EnableRule">
    <FormStateRule State="Create" InvertResult="true" />
  </EnableRule>
</EnableRules>

So instead of formulating

bool enable = FormState == Existing

MS CRM expects

bool enable = !(FormState == Create)

MS concept of Enable- and DisplayRules turned out to be strange more than once to me as well.

Upvotes: 1

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