Button on ribbon of related N:N entity
I am also running into the same requirement, i am working on CRM 2013 and need to add one new button for the account associated view under marketing list(listmember, this is intersect entity) command bar.
I am bit confused with your solution "customise the 'SubGrid' ribbon in the Application Ribbon and add a conditional display rule", can you please explain me this once again.
1. Where do i need to add my button, it is under account entity or list entity or directly under RibbonDiffXml(off course listmember is not available to add button under that) ?
2. If i add this under RibbonDiffXml what is the location value under CustomAction i need to specify for this?
3. If i add this under either of the entity, how i can customise the 'SubGrid' ribbon in the Application Ribbon and add a conditional display rule ?
please help me to do this. If possible please give me some samples.
Thanks in advance,
It's not work for me.
I try to add button under <Entity> list ...</Entity> Location="Mscrm.Form.list.MainTab.Groups._children" or <Entity> contact...</Entity> Location="Mscrm.SubGrid.contact.MainTab.Groups._children" . But the button is not displayed in member subgrid ribbon?
Please help me!
Peter Lynch commented
I would like to be able to edit the Marketing Lists Members ribbon so I can remove a pesky ISV tab and button that are still there from a CRM 4.0 Upgrade!
Many thanks for the link. Unfortunately I'm stuck until I can figure out the publishing error. The only plugins that I have written are the generic Activity Feeds and MS Object Model, and LinkedIn.
I have tried disabling the steps from LinkedIn and all custom steps on my plugins that relate to entities in the solution I'm working on. Do you have any other suggestions on how to track it down - none of my plugins would have that prevention deliberately. I'm sure I'd be aware if my plugin prevented something like that!
I did a blog post on adding buttons to specific subgrids when in the context of a parent form : http://www.develop1.net/public/post/Add-button-to-Sub-Grid-but-only-when-on-a-specific-parent-entity.aspx
In your case, you'll need to do the same, but on the Application Ribbon 'SubGrid' ribbon, add create the following display rules:
1) FormEntityContextRule (EntityName='list')
2) EntityRule (AppliesTo='SelectedEntity', Context='SubGridAssociated', EntityName='listmember')
As for your publishing error - this is because someone has written and installed a plugin that prevents you from making customisation changes in live - presumably because you have a Dev->UAT->Live release process.
Hope this helps,
Thanks for the reply. The conditional display rule could work. Do you have an article explaining these?
On another note, I'm getting an error. Hopefully its okay to post the query here. Do you have any thoughts on this? It should be a fairly standard new button operation:
"Invalid Operation: Trying to update an attribute in Live, which is not allowed"
Unfortunately, CRM2011 doesn't allow you to customise intersect entity ribbons such as the listmember entity.
The work around is to customise the 'SubGrid' ribbon in the Application Ribbon and add a conditional display rule.
Would this work for you?