Disable Sub Grid record buttons in ribbon based on Parent record’s value in CRM 2011.


Hi,

Recently we had a requirement to disable Add New and Edit button of a sub grid record based on parent record’s attribute value.

For this we first need to add a new EnableRule and pass the id of the parent record to a custom function that will use this value to get value of the form and pass true and false accordingly.

FirstPrimaryItemId CRMParameter will pass the id of the parent record.

<EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule">
 <CustomRule FunctionName="DisableButton" Library="$webresource:new_myScript" Default="true">
 <CrmParameter Value="FirstPrimaryItemId" />
 </CustomRule>
 </EnableRule>

Adding this EnableRule to existing CommandDefinitions

<RibbonDiffXml>
 <CustomActions />
 <Templates>
 <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
 </Templates>
 <CommandDefinitions>
 <CommandDefinition Id="Mscrm.AddNewRecordFromSubGridStandard">
 <EnableRules>
 <EnableRule Id="Mscrm.AppendToPrimary" />
 <EnableRule Id="Mscrm.EntityFormIsEnabled" />
 <EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule" />
 </EnableRules>
 <DisplayRules>
 <DisplayRule Id="Mscrm.ShowForOneToManyGrids" />
 <DisplayRule Id="Mscrm.AppendToPrimary" />
 <DisplayRule Id="Mscrm.CreateSelectedEntityPermission" />
 <DisplayRule Id="Mscrm.AppendSelected" />
 <DisplayRule Id="Mscrm.HideAddNewForChildEntities" />
 </DisplayRules>
 <Actions>
 <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.addNewFromSubGridStandard" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedEntityTypeCode" />
 <CrmParameter Value="PrimaryEntityTypeCode" />
 <CrmParameter Value="FirstPrimaryItemId" />
 <CrmParameter Value="PrimaryControl" />
 </JavaScriptFunction>
 </Actions>
 </CommandDefinition>
 <CommandDefinition Id="Mscrm.EditSelectedRecord">
 <EnableRules>
 <EnableRule Id="Mscrm.CheckBulkEditSupportForEntity" />
 <EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />
 <EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule" />
 </EnableRules>
 <DisplayRules>
 <DisplayRule Id="Mscrm.BulkEditPrivilege" />
 <DisplayRule Id="Mscrm.WriteSelectedEntityPermission" />
 </DisplayRules>
 <Actions>
 <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.bulkEdit" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedControl" />
 <CrmParameter Value="SelectedControlSelectedItemReferences" />
 <CrmParameter Value="SelectedEntityTypeCode" />
 </JavaScriptFunction>
 </Actions>
 </CommandDefinition>
 </CommandDefinitions>
 <RuleDefinitions>
 <TabDisplayRules />
 <DisplayRules>
 <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.BulkEditPrivilege">
 <MiscellaneousPrivilegeRule PrivilegeName="BulkEdit" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.CreateSelectedEntityPermission">
 <EntityPrivilegeRule PrivilegeType="Create" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.HideAddNewForChildEntities">
 <OrRule>
 <Or>
 <EntityPropertyRule AppliesTo="SelectedEntity" PropertyName="IsChildEntity" PropertyValue="false" />
 </Or>
 <Or>
 <RelationshipTypeRule AppliesTo="SelectedEntity" AllowCustomRelationship="false" />
 </Or>
 </OrRule>
 </DisplayRule>
 <DisplayRule Id="Mscrm.ShowForOneToManyGrids">
 <RelationshipTypeRule AppliesTo="SelectedEntity" RelationshipType="OneToMany" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.WriteSelectedEntityPermission">
 <EntityPrivilegeRule PrivilegeType="Write" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
 </DisplayRule>
 </DisplayRules>
 <EnableRules>
 <EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule">
 <CustomRule FunctionName="DisableButton" Library="$webresource:new_Service_Request_Script" Default="true">
 <CrmParameter Value="FirstPrimaryItemId" />
 </CustomRule>
 </EnableRule>
 <EnableRule Id="Mscrm.AppendToPrimary">
 <RecordPrivilegeRule PrivilegeType="AppendTo" AppliesTo="PrimaryEntity" />
 </EnableRule>
 <EnableRule Id="Mscrm.CheckBulkEditSupportForEntity">
 <OrRule>
 <Or>
 <SelectionCountRule AppliesTo="SelectedEntity" Minimum="1" Maximum="1" />
 </Or>
 <Or>
 <SelectionCountRule AppliesTo="SelectedEntity" Minimum="2" />
 <CustomRule FunctionName="Mscrm.RibbonActions.isBulkEditEnabledForEntity" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedEntityTypeCode" />
 </CustomRule>
 </Or>
 </OrRule>
 </EnableRule>
 <EnableRule Id="Mscrm.EntityFormIsEnabled">
 <FormStateRule State="Disabled" InvertResult="true" />
 </EnableRule>
 <EnableRule Id="Mscrm.VisualizationPaneNotMaximized">
 <CustomRule FunctionName="Mscrm.RibbonActions.disableButtonsWhenChartMaximized" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedControl" />
 </CustomRule>
 </EnableRule>
 </EnableRules>
 </RuleDefinitions>
 <LocLabels />
</RibbonDiffXml>

The JavaScript code

// function to disable related record
 function DisableButton(id) {

 //CRM Server Url:
 var result = true;
 var serverUrl = Xrm.Page.context.getServerUrl();

// OData Call to get the data
 var ServiceRequestQuery = "new_CustomEntitySet?$select=attr1,attr2&$filter=attrId eq guid'" + id + "'";
 var ServiceRequestUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/" + ServiceRequestQuery;
 // make synchronous call
 var ServiceRequest= syncODataCall(ServiceRequestUrl);
 // get the option set value
 if (ServiceRequest[0].attr1 != null && ServiceRequest[0].attr2 != null) {
 var attr1Value = ServiceRequest[0].attr1.Value;
 var attr2Value = ServiceRequest[0].attr2 .Value;

if (attr1Value != "863600004" && attr2Value == "279640002") {
 result = false;
 }
 else {
 result = true;
 }
 }
 return result;
 }

// function to make synchronous oData call
 function syncODataCall(odataSelect) {
 var request = new XMLHttpRequest();
 request.open("GET", odataSelect, false);
 request.setRequestHeader("Accept", "application/json");
 request.setRequestHeader("Content-Type", "application/json; charset=utf-8");
 request.send();
 var objJQuery = JSON.parse(request.responseText);
 return objJQuery.d.results;
 }

Hope it helps

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

One thought on “Disable Sub Grid record buttons in ribbon based on Parent record’s value in CRM 2011.”

  1. We are trying to open the Quick create form (instead of the main form) when user click on the + button from the subgrid . unfortunately it always opens the main form.

    Can you please suggest what are we doing wrong.

    Since the + button was not available when we created the relations, we added the button using ribbon workbench , and gave the command as “Mscrm.AddNewRecordFromSubGridStandard &
    Mscrm.GridRibbonActions.addNewFromSubGridStandard”

    Can you please suggest

    Like

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