How do i hide/show Edit button command based on a criteria

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Posted on by naijacoder

Hi All,
I'm new to this and have a model driven app i need to customise.
I would like to disable the Edit command bar if the user is in a specific user role (Dataverse Teams and a role assigned to it) and the field status is marked as complete.

When i tried opened the edit button in using the power apps designer it was all greyed out and marked a read only.
I think my option is to use javascript and webresources.
I also noticed alot of people are talking about using Ribbon Workbench but not sure if i can use such logic in it

To have a javascript do this where would be best way to start e.g looking for the right function to call to get the roles to compare or how to see the field names

Thanks in advance

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Microsoft Dynamics CRM

Dynamics 365 Sales

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DAnny3211 10,782 Moderator on at

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How do i hide/show Edit button command based on a criteria

Hi,

To conditionally show or hide the Edit button in a model-driven app based on user roles and field values, you’ll need to use Ribbon Workbench along with JavaScript. Here's a general approach to get started:

Use Ribbon Workbench: This tool allows you to customize command bar buttons. You can define display rules and enable rules based on JavaScript functions.

Create a JavaScript Web Resource: Write a function that checks:

If the current user has a specific security role.

If the field status is marked as complete.

Example snippet:

function shouldShowEditButton(formContext) { var status = formContext.getAttribute("status").getValue(); var userRoles = Xrm.Utility.getGlobalContext().userSettings.roles; var hasRole = userRoles.some(function(role) { return role.name === "YourRoleName"; }); return !(hasRole && status === "Complete"); }

Attach the Function in Ribbon Workbench: Use this function in a Display Rule or Enable Rule for the Edit button.

Publish and Test: After publishing the changes, test the behavior in your app to ensure the button visibility aligns with your criteria.

This setup gives you flexibility and control over UI behavior based on business logic.

Please verify if this helps you move forward.

Thanks and best regards,\
Daniele\
Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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