Hiding Buttons During Record Creation in Dynamicss 365

 Hiding Buttons During Record Creation in Dynamicss 365

Introduction:

Customizing the Dynamics 365 user interface for specific scenarios can significantly improve usability and efficiency. A frequent requirement is to hide certain ribbon buttons during the creation of a new record, ensuring they are only visible when editing existing records. This article will guide you through the process of implementing this customization using Ribbon Workbench.

Step-by-Step Guide:

Open Ribbon Workbench:

1. Launch Ribbon Workbench within your Dynamics 365 environment and open the solution containing the entity you wish to customize.

Select the Entity and Ribbon:

1. Choose the entity that you are customizing. Afterward, select the ribbon (Form, Home, etc.) where the button in question is located.

Identify the Button:

1. Locate and select the button that you want to hide during the creation of new records.

Add a Display Rule:

1. To control the visibility of the button, add a new 'Enable Rule' or 'Display Rule'. This rule determines when the button will be visible on the ribbon.

Configure FormStateRule:

1. In the enable rule or display rule settings, click 'Add Rule' and choose 'FormStateRule'. This rule type lets you specify the form state that controls the visibility of your button.

Add the new rule to the button's command.

Publish Your Changes:

Once you have configured the rule, publish your changes to make them effective in your Dynamics 365 environment.