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Contact Ribbon Customization RRS feed

  • Question

  • Hi everybody,

    I'm trying to modify the contact ribbon in order show "add existing" button when quick form create is enabled (CRM 2013 SP1).

    I follow instructions found in this link and everything works fine for 3 organizations:

    Blog Msdn

    In the last org I made the same customization but the button did not appear. Any ideas?

    This is the ribbon xml: 

    <RibbonDiffXml>
      <CustomActions />
      <Templates>
        <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
      </Templates>
      <CommandDefinitions>
        <CommandDefinition Id="Mscrm.AddExistingRecordFromSubGridStandard">
          <EnableRules>
            <EnableRule Id="Mscrm.AppendToPrimary" />
            <EnableRule Id="Mscrm.EntityFormIsEnabled" />
            <EnableRule Id="Mscrm.NotOnMarketingListOrListUnlocked" />
            <EnableRule Id="Mscrm.NotOnMarketingListOrListActive" />
          </EnableRules>
          <DisplayRules>
            <DisplayRule Id="Mscrm.AddExisting" />
            <DisplayRule Id="Mscrm.ShowForOneToManyForAllAndNonRelationshipBoundForMarketingListGrids" />
            <DisplayRule Id="Mscrm.AppendToPrimary" />
            <DisplayRule Id="Mscrm.AppendSelected" />
            <DisplayRule Id="Mscrm.CanWriteSelected" />
          </DisplayRules>
          <Actions>
            <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.addExistingFromSubGridStandard" Library="/_static/_common/scripts/RibbonActions.js">
              <CrmParameter Value="SelectedEntityTypeCode" />
              <CrmParameter Value="SelectedControl" />
            </JavaScriptFunction>
          </Actions>
        </CommandDefinition>
      </CommandDefinitions>
      <RuleDefinitions>
        <TabDisplayRules />
        <DisplayRules>
          <DisplayRule Id="Mscrm.AddExisting">
            <ReferencingAttributeRequiredRule Default="false" InvertResult="true" />
          </DisplayRule>
          <DisplayRule Id="Mscrm.AppendSelected">
            <EntityPrivilegeRule PrivilegeType="Append" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
          </DisplayRule>
          <DisplayRule Id="Mscrm.AppendToPrimary">
            <EntityPrivilegeRule PrivilegeType="AppendTo" PrivilegeDepth="Basic" AppliesTo="PrimaryEntity" />
          </DisplayRule>
          <DisplayRule Id="Mscrm.CanWriteSelected">
            <EntityPrivilegeRule PrivilegeType="Write" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
          </DisplayRule>
          <DisplayRule Id="Mscrm.NotOnAccountForm">
            <FormEntityContextRule EntityName="account" InvertResult="true" />
          </DisplayRule>
          <DisplayRule Id="Mscrm.ShowForOneToManyForAllAndNonRelationshipBoundForMarketingListGrids">
            <OrRule>
              <Or>
                <RelationshipTypeRule AppliesTo="SelectedEntity" RelationshipType="OneToMany" />
              </Or>
              <Or>
                <RelationshipTypeRule AppliesTo="SelectedEntity" RelationshipType="NoRelationship" />
                <FormEntityContextRule EntityName="list" Default="false" />
              </Or>
            </OrRule>
          </DisplayRule>
        </DisplayRules>
        <EnableRules>
          <EnableRule Id="Mscrm.AppendToPrimary">
            <RecordPrivilegeRule PrivilegeType="AppendTo" AppliesTo="PrimaryEntity" />
          </EnableRule>
          <EnableRule Id="Mscrm.EntityFormIsEnabled">
            <FormStateRule State="Disabled" InvertResult="true" />
          </EnableRule>
          <EnableRule Id="Mscrm.NotOnMarketingListOrListActive">
            <CustomRule FunctionName="Mscrm.RibbonActions.notOnMarketingListOrListActive" Library="/_static/_common/scripts/RibbonActions.js">
              <CrmParameter Value="PrimaryEntityTypeCode" />
            </CustomRule>
          </EnableRule>
          <EnableRule Id="Mscrm.NotOnMarketingListOrListUnlocked">
            <CustomRule FunctionName="Mscrm.RibbonActions.notOnMarketingListOrListUnlocked" Library="/_static/_common/scripts/RibbonActions.js">
              <CrmParameter Value="PrimaryEntityTypeCode" />
            </CustomRule>
          </EnableRule>
        </EnableRules>
      </RuleDefinitions>
      <LocLabels />
    </RibbonDiffXml>

    Thursday, November 26, 2015 2:46 PM