Contracts:Greying out Invoice button
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Mittwoch, 13. Juni 2012 06:37
We are using CRM Online 5
I currently have a workflow to change the status of a contract to 'invoiced' based on the value in certain fields in the contract form.
Management does not want the admin staff to click the "Invoice Contract' button on the ribbon. Is there any way to grey only that button/ to generate a confirmation pop up when the button is clicked?
Alle Antworten
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Mittwoch, 13. Juni 2012 13:25Moderator You could use a tool like Visual Ribbon Editor to hide or disable the field or set different rules for enabling or displaying. Additionally you can also attached a script to the event as well if required.
Jason Lattimer
- Als Antwort vorgeschlagen JLattimerMicrosoft Community Contributor, Moderator Mittwoch, 13. Juni 2012 13:25
- Als Antwort markiert boo oinky Montag, 18. Juni 2012 03:57
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Donnerstag, 14. Juni 2012 13:05
If the enabling/disabling the button is based on the condition, you can check the following links about the sample walkthrough.
http://mscrmshop.blogspot.sg/2011/08/enabledisable-out-of-box-buttons-based.html
http://myencounterwithcrm.wordpress.com/2011/05/24/walkthrough-adding-customrule-to-outofbox-ribbon-button/
