In this article, we will attach a rule to the already existing Quick Ribbon button on the list view. The rule is the same as the form rule, and will disable the button on the ribbon if there are existing invoices with over $100,000 outstanding on that account.
We will use the already created formula from the previous article here.
|North52 Decision Suite||Quick Ribbon Version|
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.
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.QuoteListViewRule.
There will be 1 CustomRule in this rule
We will pass in 5 parameters:
- Crm Parameter: Primary Conrtol
- Crm Parameter: SelectedControlSelectedItemsIds
- Crm Parameter: SelectedEntityTypeName
- Crm Parameter: UserLcid
- String Parameter: shortcode of the formula
When we navigate back to the Command we can see the rule is there.
Publish the solution and the rule is now active.
Quote List View
When we select a quote that has less than $100,000 in invoices on it, the button is visible.
When the value of open invoices is greater than $100,000 then the Ribbon is disabled and vanishes.