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Add Advance Find Ribbon Button on Lead form RRS feed

  • Question

  • Hi ,

    I need to Display Advance Find Ribbon Button in Lead Form .

    and i need to pass parameter from crm form to advance find querry. 

    Once when i click Find result it should display list of Records based on selected parameter. 

    Can u plz guide how to proceed on this. 


    Thanks.... 


    • Edited by kMAT1 Sunday, November 16, 2014 1:03 PM
    Sunday, November 16, 2014 1:00 PM

Answers

  • Hi,

    Please follow the steps below:

    1. Create a Solution with Lead entity in it. Do not include required components.

    2. Publish and Export the Solution.

    3. Open customization.xml file and replace Ribbondiffxml with this code

          <RibbonDiffXml>
            <CustomActions> 
      <CustomAction Id="GT.account.Form.AdvancedFind.CustomAction"
                    Location="Mscrm.Form.lead.MainTab.ExportData.Controls._children"
                    Sequence="1"> 
        <CommandUIDefinition> 
          <Button Id="GT.account.Form.AdvancedFind.Button"
                  Command="GT.account.Form.AdvancedFind.Command"
                  LabelText="Advanced Find"
                  ToolTipTitle="Tip"
                  ToolTipDescription="Advanced Find"
                  TemplateAlias="o1"
                  Image16by16="/_imgs/ribbon/AdvancedFind_16.png"
                  Image32by32="/_imgs/ribbon/advancedfind32.png"
          /> 
        </CommandUIDefinition> 
      </CustomAction> 
    </CustomActions>
            <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
            </Templates>
            <CommandDefinitions> 
          <CommandDefinition Id="GT.account.Form.AdvancedFind.Command">
            <EnableRules />
            <DisplayRules />
            <Actions>
              <JavaScriptFunction FunctionName="Mscrm.RibbonActions.openAdvancedFind" Library="/_static/_common/scripts/RibbonActions.js">
                <CrmParameter Value="SelectedControl" />
              </JavaScriptFunction>
            </Actions>
          </CommandDefinition>
    </CommandDefinitions>
          </RibbonDiffXml>

    4. Save and Zip the Solution. Name of Zip file should be same as exported zip name.

    5. Import the Solution and Publish all costomizations.

    Regards,

    Saad


    Regards, Saad

    • Marked as answer by kMAT1 Monday, December 1, 2014 7:45 PM
    Wednesday, November 26, 2014 8:43 AM

All replies

  • Any Update...

    I could able to get Advance find button in CRM form.

    But when i click on advacen find button , it should default select my lead entity.. 

    how to write ribbon xml ?

    Kindly help on this requirement

    Thursday, November 20, 2014 11:02 PM
  • ANY update 
    Tuesday, November 25, 2014 6:34 PM
  • Hi,

    Please follow the steps below:

    1. Create a Solution with Lead entity in it. Do not include required components.

    2. Publish and Export the Solution.

    3. Open customization.xml file and replace Ribbondiffxml with this code

          <RibbonDiffXml>
            <CustomActions> 
      <CustomAction Id="GT.account.Form.AdvancedFind.CustomAction"
                    Location="Mscrm.Form.lead.MainTab.ExportData.Controls._children"
                    Sequence="1"> 
        <CommandUIDefinition> 
          <Button Id="GT.account.Form.AdvancedFind.Button"
                  Command="GT.account.Form.AdvancedFind.Command"
                  LabelText="Advanced Find"
                  ToolTipTitle="Tip"
                  ToolTipDescription="Advanced Find"
                  TemplateAlias="o1"
                  Image16by16="/_imgs/ribbon/AdvancedFind_16.png"
                  Image32by32="/_imgs/ribbon/advancedfind32.png"
          /> 
        </CommandUIDefinition> 
      </CustomAction> 
    </CustomActions>
            <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
            </Templates>
            <CommandDefinitions> 
          <CommandDefinition Id="GT.account.Form.AdvancedFind.Command">
            <EnableRules />
            <DisplayRules />
            <Actions>
              <JavaScriptFunction FunctionName="Mscrm.RibbonActions.openAdvancedFind" Library="/_static/_common/scripts/RibbonActions.js">
                <CrmParameter Value="SelectedControl" />
              </JavaScriptFunction>
            </Actions>
          </CommandDefinition>
    </CommandDefinitions>
          </RibbonDiffXml>

    4. Save and Zip the Solution. Name of Zip file should be same as exported zip name.

    5. Import the Solution and Publish all costomizations.

    Regards,

    Saad


    Regards, Saad

    • Marked as answer by kMAT1 Monday, December 1, 2014 7:45 PM
    Wednesday, November 26, 2014 8:43 AM
  • Use a ribbon editor :-

    
    https://ribboneditor.codeplex.com/


    Regards Faisal

    Wednesday, November 26, 2014 9:46 AM