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Ribbon Workbench Question - Display Rules for a Custom Button RRS feed

  • Question

  • Hello,

    We have custom button that correctly displays when two fields on an entity form have specific values.  I can see the display rule on the ribbon workbench and that looks fine.

    When a user clicks on this button it changes the values for these two fields resulting in the button no longer being visible as expected. However, we would like the button to remain visible if the fields are in their other remainin values IF the user has delete privileges on a global scale for that entity.

    For example purposes the entity is called 'Contract" and has fields called 'State' and 'status'

    -If state = Open and Status = Active we are correctly displaying a custom 'Close' button

    Once button is used the state changes to 'Closing' and status to 'report'.  Later in the process the state/status could also be updated to 'final' /' disposition'

    In addition to the admin security role, we have one other security role for a few users that gives them global delete privilges on this entity. We want this button to remain visible and enabled for regular users when state/status = 'Open/Active' . Once it changes to one of the other statuses, normal users should not see the button but users with delete privliges should be able to.

    I created 2 new display rules to display the button if the state/status was in the other 2 options with entity privilege rules so that only users with global delete privliges on that entity could see the button.  For some reason, however, users with normal privileges now do not see the button at all even if it's in the correct state/status.  It's almost as if the rules cannot be combined in an "OR" fashion (ie display button if State = Open OR State = 'Closing' AND user has delete privileges).

    Hope this is not too confusing.

    Thank you,


    Robert

    Monday, July 8, 2013 8:12 PM

All replies

  • Hi,

    You can use CustomRule in your RibbonDiff where you can hide the button based on the current user Role.

    Regards,

    Yusuf


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Tuesday, July 9, 2013 5:07 AM