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Define ribbon display rules

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Applies To: Dynamics CRM 2013

When configuring ribbon elements, you can define specific rules to control when the ribbon elements will display.

  • Use the /RuleDefinitions/DisplayRules/<DisplayRule> (RibbonDiffXml) element to define rules controlling when the ribbon element should be displayed.

  • Use the /CommandDefinitions/CommandDefinition/DisplayRules/<DisplayRule> (RibbonDiffXml) element to associate specific display rules to a command definition.

Control when ribbon elements are displayed

By defining display rules in rule definitions, you can use the same display rule for many command definitions. When more than one display rule is defined for a command definition, all of the display rules must evaluate as true for the ribbon element to be displayed.

All display rules provide an optional attribute to specify whether the default value of the rule is true or false and an optional InvertResult attribute to enable returning a negative result when the item being tested returns true.

The /RuleDefinitions/DisplayRules/DisplayRule element supports the following types of rules:

  • <CommandClientTypeRule> (RibbonDiffXml)
    Specifies a rule that detects the type of presentation being used.

    The Type values correspond to the following:

    Value

    Presentation

    Modern

    The command bar is presented using Microsoft Dynamics CRM for tablets.

    Refresh

    The command bar is presented using the updated user interface.

    Legacy

    The ribbon is presented in forms for entities that were not updated or in a list view in Microsoft Dynamics CRM for Microsoft Office Outlook.

  • <CrmClientTypeRule> (RibbonDiffXml)
    Allows definition of rules depending on the type of client used. Type options are as follows:

    • Web

    • Outlook

  • <CrmOfflineAccessStateRule> (RibbonDiffXml)
    Use this criteria to display a ribbon element based on whether Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access is currently offline.

  • <CrmOutlookClientTypeRule> (RibbonDiffXml)
    Use this rule if you want to display a button for the specific type of Microsoft Dynamics CRM for Microsoft Office Outlook. Type options are as follows:

    • CrmForOutlook

    • CrmForOutlookOfflineAccess

  • <CrmOutlookClientVersionRule> (RibbonDiffXml)
    Detects the version of Microsoft Dynamics CRM for Microsoft Office Outlook.

    Valid values:

    • 2003

    • 2007

    • 2010

  • <EntityPrivilegeRule> (RibbonDiffXml)
    Use this kind of rule to display ribbon elements when a user has specific privileges for an entity. You must specify the privilege depth and the specific privilege you want to check.

  • <EntityPropertyRule> (RibbonDiffXml)
    Allows definition of rules depending on the Boolean values of specific entity properties. PropertyName options are as follows:

    • DuplicateDetectionEnabled

    • GridFiltersEnabled

    • HasStateCode

    • IsConnectionsEnabled

    • MailMergeEnabled

    • WorksWithQueue

    • HasActivities

    • IsActivity

    • HasNotes

  • <EntityRule> (RibbonDiffXml)
    Entity rules allow for evaluation of the current entity. This is useful when you define custom actions that apply to the entity template instead of for specific entities. For example, you may want to add a ribbon element to all entities except for some specific entities. It is easier to define the custom action for the entity template that applies to all entities and then use an entity rule to filter out those that should be excluded.

    The entity rule also includes an optional context attribute to specify whether the entity is being displayed in the form or a list (HomePageGrid). The optional AppliesTo attribute can be set to PrimaryEntity or SelectedEntity to distinguish whether the entity is being displayed in a subgrid.

  • <FormEntityContextRule> (RibbonDiffXml)
    Specifies a rule that can detect whether a form ribbon is displayed in the context of a specific entity.

  • <FormStateRule> (RibbonDiffXml)
    Use the form state rule to determine the current type of form that is displaying a record. State options are as follows:

    • Create

    • Existing

    • ReadOnly

    • Disabled

    • BulkEdit

  • <FormTypeRule> (RibbonDiffXml)
    Specifies a rule that detects the type of Microsoft Dynamics CRM form.

    The Type values correspond to the following:

    Value

    Presentation

    Main

    An entity form displayed in the application.

    Preview

    The entity preview form displayed as an expanding element in the grid.

    AppointmentBook

    Used with the appointment, equipment, serviceappointment, and systemuser entities for the Service Scheduling user interface.

    Dashboard

    The form defines a dashboard.

    Quick

    A quick view form.

    QuickCreate

    A quick create form.

  • <HideForTabletExperienceRule> (RibbonDiffXml)
    Specifies a rule that will return false when the web application is viewed in a mobile browser on a tablet device.

  • <MiscellaneousPrivilegeRule> (RibbonDiffXml)
    Use this kind of rule to check for privileges that do not apply to a specific entity, such as ExportToExcel, MailMerge, or GoOffline.

  • <OrganizationSettingRule> (RibbonDiffXml)
    Use this to display a ribbon element if specific organization settings are enabled. Setting options are as follows:

    • IsSharepointEnabled

    • IsSOPIntegrationEnabled

    • IsFiscalCalendarDefined

  • <OrRule> (RibbonDiffXml)
    This rule lets you override the default AND comparison for multiple display rule types. Use the OrRule element to define several possible valid combinations to check.

  • <OutlookRenderTypeRule> (RibbonDiffXml)
    Use this to display a ribbon element if the ribbon is being displayed in Microsoft Outlook in a specific way. Type options are as follows:

    • Web

    • Outlook

  • <OutlookVersionRule> (RibbonDiffXml)
    Use this to display a ribbon element for a specific version of Microsoft Outlook. Version options are as follows:

    • 2003

    • 2007

    • 2010

  • <PageRule> (RibbonDiffXml)
    This type of rule checks the URL of the page being displayed. It returns true if the address matches.

  • <RelationshipTypeRule> (RibbonDiffXml)
    This type of rule is applied to records selected in a grid. It lets you determine the type of relationship, as follows:

    • OneToMany

    • ManyToMany

    • NoRelationship

  • <SkuRule> (RibbonDiffXml)
    Use this kind of rule to display a ribbon element for a specific SKU version of Microsoft Dynamics CRM, as follows:

    • OnPremise

    • Online

    • Spla

  • <ValueRule> (RibbonDiffXml)
    Use this rule to check the value of a specific field in the record being displayed in the form.

    Note

    For commands defined for subgrid for forms using the updated user experience, value rules cannot be used within display rules. Use this element within an <EnableRule> (RibbonDiffXml) to hide an element.

See Also

Customize commands and the ribbon
Define ribbon enable rules
Define ribbon actions