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Sunday, June 7, 2015

Create button in CRM using Ribbon workbench

Create button in CRM using Ribbon workbench
Download the Ribbon work bench

If you have any doubt in the post please post comments. I will try to solve your problem.

Import the solution to the CRM.
Note:
Use browser as IE to make everything works fine.Because in other browser some features may not work  while customization.

1. Open the ribbon work bench solution,it will pop up the list of solutions file in CRM. In which we have to select

2. You have to select in which entity the button will appear in entities section. Select button in the toolbox selection and drag and drop the button in the form section.
3. Click the newly created button, the button properties will be shown in the right side bottom of the corner.Give the label text in the button property and to add action in the button,
In the solution element select commands and right click and add new command.
4. Change id of the command in the properties window which is shown in the right side bottom of the corner. There are other three properties.
  1. Action- Event of the button will be assigned.
  2. Disabled Rule: Event of the button  will be disabled  based on the return value.
  3. Enabled Rule: Event of the button  will be enabled  based on the return value.
5. Click the action tab, action window will be popped up. In which click add button and select type action. There are two action.
  1. Java-script function action
  2. Open URL action.
select the java-script function action and click ok.

6.In Action window, there are three properties.
  1. Function Name- Name of the method to call in the selected java-script file in library property.
  2. Library- Path of the java-script file where the event of the method will be defined.
  3. Parameter- Type of parameter passed in the method.
Click library tab and select the java-script file and click ok.

7. Defined name of the method to be call when button is click.
8.If any parameter has to be passed, select the parameter and add it.What are the parameters are possible will be discussed in the further post
9.Once command are successfully created. we have to select the newly created command in the "command" button properties. In future post we will discuss about enabled and disabled rules.

10.Publish the solution and Open the account form,our newly created button will be shown.



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