In this article, we will attach a rule to the already existing Quick Ribbon button. The rule will disable the button on the ribbon if there are existing invoices with over $100,000 outstanding.
The configuration steps will be similar to the Part 1 of the article with just a couple of changes.
Compatible Versions
| North52 Decision Suite | Quick Ribbon Version |
|---|---|
| 1.0.0.606 | 1.10 |
| 1.0.0.610 | 1.11 |
| 1.0.0.616 | 9.16 |
First, we will configure a formula that will return either a true or false - therefore we will use a Clientside - Calculation type formula. We will use a Decision Table for this.
Step 1: Configure the N52 Formula
The below formula return false if the Potential Customer field on the Quote is empty or if it is filled and the Outstanding Invoices calculation returns a value over $100,000. It will return true if the field is filled and the calculation returns less than $100,000.
Step 2: Add the Quick Ribbon rule to the Command using Ribbon Workbench.
Open the Workbench and connect to your instance of Dynamics 365.
We are again using the same solution with just the Quote entity from previous examples.
Enable Rule
On your existing Command click on the Add Enable Rule.
Set the name of the rule to be something meaningful. In this example, we are using new.quote.N52.QuoteFormRule.
There will be 1 step in this rule, a CustomRule.
The Javascript Action will use $webresource:north52_quick_ribbon.js and the function should be set to N52QuickRibbon.EnableDisableRibbonButtonForm.
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We pass in 2 parameters:
- CRM Parameter: Primary Control
- String Parameter: the shortcode of the formula we created earlier.
When we navigate back to the Command we can see the rule is there.
Publish the solution and the rule is now active.
Quote Form
When there are over $100,000 of invoices the ribbon button is not shown.
When the value of open invoices is less than $100,000 then the Ribbon is displayed.
