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CRM 2011 Custom Activity Ribbon customization RRS feed

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    I've read this article about customizing a custom Activity ribbon.

    I want to disable all the activity related buttons (task, email, phonecall, etc.) when the Homepage grid displays for a CUSTOM Activity entity.

    I'm using Ribbon Workbench.

    1) So in activitypointer entity, I have created an Enable Rule with a Custom JavaScript Rule that has a CRM Parameter of value PrimaryEntityTypeCode (etc).
    The JavaScript will return True only if the PrimaryEntityTypeCode refers to a core Activity entity.

    2) Then I created a Command that I have associated with the Enable Rule I created in 1).

    3) Finally, I selected this command in "Behaviour/Command" of each button I wish to disable for a Custom Activity entity.

    Well... it is not working!

    Am I doing something wrong?
    Does the article above only refers to custom actions added to the activitypointer ribbon or should it work also for the out-of-the-box buttons?

    Thanks of your input.

    Frank

    Saturday, May 18, 2013 10:31 PM

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    Hi Frank,

    It seems like you’ve got the right idea but might be missing a step.

    Each of the buttons you would like to change the behaviour of you’ll need to right-click Customise Button and then update the command if you want to do it on just the particular button – or you can right-click Customise Command if you want to change the behaviour of all the buttons that use the same command.
    I suspect that the step you are missing is the ‘Customise Button’ or ‘Customise Command’ step.

    When you click ‘Customise Button’ a copy of the button is placed into the ribbonxml that allows you to change the text and command etc.
    When you click ‘Customise Command’ a copy of the button’s command is placed in the ribbonxml that allows you to change the actions, display and enable rules.

    If you post your ribbonxml I’ll take a look.

    hth

    Scott Durow
    Read my blog: www.develop1.net/public     Follow Me on Twitter
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, May 20, 2013 7:39 AM
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