| Anas Arshad
Working on Ribbon Workbench
The Ribbon Workbench for MS Dynamic CRM is a tool written to make customizing the Ribbon easier and quicker. The Ribbon is the user interface element that appears at the top of all recent Microsoft Applications and was the successor to the old ‘toolbar’. Rather than have a single toolbar that was full of all command buttons and a set of drop-down menus that could be multiple layers deep.
The Ribbon Workbench for CRM was written to provide a ‘drag and drop’ developer experience that allows all customization scenarios to give complete control over your CRM ribbon & command bar.
Ribbon Button Visibility based on a Field Value
Let’s consider this scenario, a button on Lead entity called as “Evaluate” exists. It should be only visible if the Lead Source (Option Set) is set to Partner.
Now, Firstly You will create a new button on the ribbon (On Form level) labeled as Evaluate.
Then, in your Command which is tied to the button, you need to add a Display Rule.
in the Display Rule, you’ll need to select ValueRule.
In the value Rule, you’ll need to specify the field name and the value to consider.
So here, the field I want to consider is “leadsourcecode” i.e., “Lead Source” field on the Lead entity and 4 is the value of the Partner option.
and finally make sure your Display Rule is correctly tied to the Command on the button (And yes, the Command should also be tied to the Button itself.)
And finally Publish your changes.
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