Technical Treatment: Hide 'Add New' button from ribbon

Sometimes we need to remove Add New or Add Existing button from ribbon. In below image we can see the 1:N relationship between Order and Invoice. To remove Add New button from Invoice entity in Order record, we need to export Invoice entity.

Add New button in 1:N relation between Order and Invoice.

Open customizations.xml from exported solution.
Open invoiceribbon.xml from SDK(\SDK\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml) and select <CommandDefinition> with Id="Mscrm.AddNewRecordFromSubGridStandard".
Paste the copied <CommandDefinition> inside <CommandDefinitions> in customizations.xml.
Insert new <DisplayRule> inside <DisplayRules> to hide Add New button(can be seen in below tags with Id="Mscrm.HideAddNewForOrder").

<CommandDefinition Id="Mscrm.AddNewRecordFromSubGridStandard">
    <EnableRules>
        <EnableRule Id="Mscrm.AppendToPrimary" />
        <EnableRule Id="Mscrm.EntityFormIsEnabled" />
    </EnableRules>
    <DisplayRules>
        <DisplayRule Id="Mscrm.ShowForOneToManyGrids" />
        <DisplayRule Id="Mscrm.AppendToPrimary" />
        <DisplayRule Id="Mscrm.CreateSelectedEntityPermission" />
        <DisplayRule Id="Mscrm.AppendSelected" />
        <DisplayRule Id="Mscrm.HideAddNewForChildEntities" />
        <DisplayRule Id="Mscrm.HideAddNewForOrder" />
    </DisplayRules>
    <Actions>
  <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.addNewFromSubGridStandard" Library="/_static/_common/scripts/RibbonActions.js">
            <CrmParameter Value="SelectedEntityTypeCode" />
            <CrmParameter Value="PrimaryEntityTypeCode" />
            <CrmParameter Value="FirstPrimaryItemId" />
            <CrmParameter Value="PrimaryControl" />
        </JavaScriptFunction>
    </Actions>
</CommandDefinition>

Define <DisplayRule> under <DisplayRules> in <RuleDefinitions> as below.

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<DisplayRule  Id="Mscrm.HideAddNewForOrder">
    <FormEntityContextRule EntityName="salesorder" Default="true" InvertResult="true" />
</DisplayRule>

This <DisplayRule> will hide Add New button ONLY from Invoice which is related with Order.

Technical Treatment

Friday, December 21, 2012

Hide 'Add New' button from ribbon

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