Value Rule using Ribbon work bench mscrm 2013

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Value Based Rule:

               It will be applicable for option set value. Based on the option set values the button will be displayed.

How to do it:
  • 1.      Create a button and place it on the Form.
  • 2.      Provide Name, Description, Alternate Text etc. to the button.
  • 3.      Right click on “Display Rule” and Click on “Add New” option.
  • 4.      Once the rule name is created (ex: Rule id: demo.lead.DisplayRule1.DisplayRule), right click on it then select Add Rule option.
  • 5.      Select “Value Rule” from the options provided by the pop up winnow.
  • 6.      Right click on “ValueRule” provide Default: False, Field: your option set schema name (Ex: demo_status), Value: option set value (Ex: 737670000).
    • When the option set value is “737670000” then the button will not be displayed rest other cases it will be displayed.
  • 7.      Go to command where you previously created and add this Display rule it as shown in the Figure: 2
  • 8.   On change of the MSCRM field call the below method to refresh the ribbon.                                           function refreshRibbonOnChange(){
                                         Xrm.Page.ui.refreshRibbon();
                                         }

  • Figure: 2





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