功能區按鈕應根據潛在客戶狀態隱藏 - CRM 2011

Question

我在主控帶上有自定義按鈕。自定義按鈕應在鉛合格時隱藏。我怎樣才能做到這一點？任何人都可以解釋。我很感激。

Answer 1

您完全可以使用內置的DisplayRule功能完成此功能。 Lead合格時，StatusCode屬性設置爲「合格」，即轉換爲OptionSet值「3」。您可以在ValueRule中檢查此屬性的值，並適當地顯示/隱藏控件。我能想到的兩種方式來實現這一目標：

埃裏克游泳池的Visual絲帶編輯

RibbonXml

<RibbonDiffXml> 
    <CustomActions> 
    <CustomAction Id="CompanyName.Form.lead.MainTab.Actions.Sample.CustomAction" Location="Mscrm.Form.lead.MainTab.Actions.Controls._children" Sequence="41"> 
     <CommandUIDefinition> 
     <Button Id="CompanyName.Form.lead.MainTab.Actions.Sample" Command="CompanyName.Form.lead.MainTab.Actions.Sample.Command" Sequence="29" ToolTipTitle="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.LabelText" LabelText="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.LabelText" ToolTipDescription="$LocLabels:CompanyName.Form.lead.MainTab.Actions.Sample.Description" TemplateAlias="isv" /> 
     </CommandUIDefinition> 
    </CustomAction> 
    </CustomActions> 
    <Templates> 
    <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates> 
    </Templates> 
    <CommandDefinitions> 
    <CommandDefinition Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command"> 
     <EnableRules /> 
     <DisplayRules> 
     <DisplayRule Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command.DisplayRule.ValueRule" /> 
     </DisplayRules> 
     <Actions> 
     <Url Address="http://www.bing.com" /> 
     </Actions> 
    </CommandDefinition> 
    </CommandDefinitions> 
    <RuleDefinitions> 
    <TabDisplayRules /> 
    <DisplayRules> 
     <DisplayRule Id="CompanyName.Form.lead.MainTab.Actions.Sample.Command.DisplayRule.ValueRule"> 
     <ValueRule Field="statuscode" Value="3" /> 
     </DisplayRule> 
    </DisplayRules> 
    <EnableRules /> 
    </RuleDefinitions> 
    <LocLabels> 
    <LocLabel Id="CompanyName.Form.lead.MainTab.Actions.Sample.LabelText"> 
     <Titles> 
     <Title languagecode="1033" description="Sample" /> 
     </Titles> 
    </LocLabel> 
    <LocLabel Id="CompanyName.Form.lead.MainTab.Actions.Sample.Description"> 
     <Titles> 
     <Title languagecode="1033" description="Sample Description" /> 
     </Titles> 
    </LocLabel> 
    </LocLabels> 
</RibbonDiffXml>