Note that there are some explanatory texts on larger screens.

plurals
  1. PO
    primarykey
    data
    text
    <p>You can actually accomplish this entirely with built-in <code>DisplayRule</code> functionality. When a <code>Lead</code> is qualified, the <code>StatusCode</code> property is set to "Qualified", which translates into an <code>OptionSet</code> value of "3". You can check for the value of this property in a <code>ValueRule</code> and display/hide the control appropriately. I can think of two ways to achieve this:</p> <p><strong>Erik Pool's Visual Ribbon Editor</strong> <img src="https://i.stack.imgur.com/G0l8r.png" alt="Lead"></p> <p><strong>RibbonXml</strong></p> <pre class="lang-xml prettyprint-override"><code>&lt;RibbonDiffXml&gt; &lt;CustomActions&gt; &lt;CustomAction Id="CompanyName.Form.lead.MainTab.Actions.Sample.CustomAction" Location="Mscrm.Form.lead.MainTab.Actions.Controls._children" Sequence="41"&gt; &lt;CommandUIDefinition&gt; &lt;Button Id="CompanyName.Form.lead.MainTab.Actions.Sample" Command="CompanyName.Form.lead.MainTab.Actions.Sample.Command" Sequence="29" ToolTipTitle="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.LabelText" LabelText="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.LabelText" ToolTipDescription="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.Description" TemplateAlias="isv" /&gt; &lt;/CommandUIDefinition&gt; &lt;/CustomAction&gt; &lt;/CustomActions&gt; &lt;Templates&gt; &lt;RibbonTemplates Id="Mscrm.Templates"&gt;&lt;/RibbonTemplates&gt; &lt;/Templates&gt; &lt;CommandDefinitions&gt; &lt;CommandDefinition Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command"&gt; &lt;EnableRules /&gt; &lt;DisplayRules&gt; &lt;DisplayRule Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command.DisplayRule.ValueRule" /&gt; &lt;/DisplayRules&gt; &lt;Actions&gt; &lt;Url Address="http://www.bing.com" /&gt; &lt;/Actions&gt; &lt;/CommandDefinition&gt; &lt;/CommandDefinitions&gt; &lt;RuleDefinitions&gt; &lt;TabDisplayRules /&gt; &lt;DisplayRules&gt; &lt;DisplayRule Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command.DisplayRule.ValueRule"&gt; &lt;ValueRule Field="statuscode" Value="3" /&gt; &lt;/DisplayRule&gt; &lt;/DisplayRules&gt; &lt;EnableRules /&gt; &lt;/RuleDefinitions&gt; &lt;LocLabels&gt; &lt;LocLabel Id="CompanyName.Form.lead.MainTab.Actions.Sample.LabelText"&gt; &lt;Titles&gt; &lt;Title languagecode="1033" description="Sample" /&gt; &lt;/Titles&gt; &lt;/LocLabel&gt; &lt;LocLabel Id="CompanyName.Form.lead.MainTab.Actions.Sample.Description"&gt; &lt;Titles&gt; &lt;Title languagecode="1033" description="Sample Description" /&gt; &lt;/Titles&gt; &lt;/LocLabel&gt; &lt;/LocLabels&gt; &lt;/RibbonDiffXml&gt; </code></pre>
    singulars
    1. This table or related slice is empty.
    1. This table or related slice is empty.
    plurals
    1. This table or related slice is empty.
    1. This table or related slice is empty.
    1. This table or related slice is empty.
    1. VO
      singulars
      1. This table or related slice is empty.
    2. VO
      singulars
      1. This table or related slice is empty.
    1. This table or related slice is empty.
 

Querying!

 
Guidance

SQuiL has stopped working due to an internal error.

If you are curious you may find further information in the browser console, which is accessible through the devtools (F12).

Reload