MS Dynamics CRM 2011 - Ribbon Drop Down Menu

This blog will guide you, how to create drop down menu from the ribbon. It contains one group or button ('Audit') ,2 drop down menu and their commands/actions.

 1) Create a solution contains Application Ribbons and Site Map.

MS Dynamics CRM 2011 - EnableRule, ValueRule, OrRule & CustomRule in Ribbon Customizations

ValueRule - Enable the Custom button only when a specific filed on the form has a value.
For example, if the 'Email' field has value then the custom will be enable otherwise it will disable.

/RibbonDiffXml/RuleDefinitions/EnableRules/EnableRule/

<EnableRule Id="DNS.contact.form.EmailValue.EnableRule">
    <ValueRule Field="email" Value="null" InvertResult="true"/>
</EnableRule>

EnableRule for mulitple fields, use 'OrRule', for example

<EnableRule Id="DNS.contact.form.EmailValue.EnableRule">
    <OrRule>
        <Or>
            <ValueRule Field="email" Value="null" InvertResult="true"/>
        </Or>
        <Or>
              <ValueRule Field="leadsourcecode" Value="810520005"/>
        </Or>
    </OrRule>
</EnableRule>

           
EnableRule only works with Equal(=) condition, for different conditions (not equal) use 'InvertResult' attribute.

Refer the above id in the following location /RibbonDiffXml/CommandDefinitions/CommandDefinition/EnableRules

<EnableRule Id="Sample.account.form.CheckFaxValue.EnableRule"/>

CustomRule - call a javascript function based on the result.

<EnableRule Id="DNS.contact.form.EmailValue.EnableRule">
  <CustomRule FunctionName="DisableReportButton" Library="$webresource:dns_JavaScript/reports.js" Default="true" />
</EnableRule>

http://msdn.microsoft.com/en-us/library/gg334317.aspx
http://msdn.microsoft.com/en-us/library/gg328073.aspx
http://msdn.microsoft.com/en-us/library/gg309433.aspx

Customize the CRM Ribbon

Ribbon used to perform actions and add custom controls.
Displays actions that are relevant to each area of the application as users access them.
Dynamics CRM provides RibbonDiffXml definitions for all ribbons in the application for you to customize.
You can access the default ribbon definitions in the SDK\SampleCode\CS\Client\Ribbon\ExportRibbonXml\ExportedRibbonXml folder - this will generate all the entities ribbons

<RibbonDiffXml>
    <CustomActions>
        <CustomAction Id="Mscrm.DashboardTab.Favorite.CustomAction" Location="Mscrm.DashboardTab.Groups._children" Sequence="101">
            <CommandUIDefinition>
                <MaxSize Id="Mscrm.DashboardTab.Favorite.MaxSize" GroupId="Mscrm.DashboardTab.Favorite" Sequence="101" Size="LargeMedium" />
                <Scale Id="Mscrm.DashboardTab.Favorite.Scale.Popup" GroupId="Mscrm.DashboardTab.Favorite" Sequence="3001" Size="Popup" />
                <Group Id="Dns.DashboardTab.Favorite" Command="Mscrm.Enabled" Template="Mscrm.Templates.Flexible2" Sequence="100" Title="$LocLabels:Mscrm.DashboardTab.Favorite.TitleText" Description="$LocLabels:Mscrm.DashboardTab.Favorite.DescriptionText">
                    <Controls Id="Mscrm.DashboardTab.Favorite.Controls">
                        <Button Id="Mscrm.DashboardTab.Favorite.EmpApp" Command="Mscrm.DashboardTab.Favorite.EmpApp.Command" Sequence="201" ToolTipTitle="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.LabelText" LabelText="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.LabelText" ToolTipDescription="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.Description" TemplateAlias="isv" />
                    </Controls>
                </Group>
                 <Tab Id="Mscrm.Isv.Global" Command="Mscrm.Isv.Global" Description="Place" Title="Place" Sequence="2000">
                    <Scaling Id="Mscrm.Isv.Global.Scaling">
                      <MaxSize/ />
                      <Scale/ />
                    </Scaling>
                    <Groups Id="Mscrm.Isv.Global.Groups">
                      <Group/>
                    </Groups>
                      </Tab>
            </CommandUIDefinition>
        </CustomAction>
        <HideCustomAction />
    </CustomActions>
    <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
    </Templates>
     <CommandDefinitions />
     <RuleDefinitions />
</RibbonDiffXml>

Dynamics CRM Application Navigation Using Site Map

The site map is xml included in a solution’s customizations file. Create a solution specifically for site map and application ribbon changes.

<SiteMap>
    <SiteMap>
        <Area>
            <Group>
                <SubArea/>
                    <Privilege/>
                </SubArea>   
            </Group>
        </Area>
    </SiteMap>
</SiteMap>

Use XML Notepad 2007 to edit XML

The default site map that you export does not include any of the following elements: Title, Titles, Description, or Descriptions.  Dynamics CRM doesn’t require these elements for the six default application areas, but they are required for new areas.  The Title, Titles, Description, and Descriptions elements apply to the Area, Group, and SubArea elements.

The Descriptions elements appear only in the Outlook client; the Titles elements appear in both the web and Outlook clients.

http://<crmserver>/<organizationname>/tools/solution/import/SolutionImportWizard.aspx.

Always export the latest site map and create a backup copy before making any edits.

Entity Display Areas

CRM Form Customization JavaScript

SAVE and Close Function
Save  -  Xrm.Page.data.entity.save();
Save &  Close  -  Xrm.Page.data.entity.save("saveandclose");
Save &  New  -  Xrm.Page.data.entity.save("saveandnew");
 Close - Xrm.Page.ui.close();

dns_JavaScript/Food.js
Read text box value

Xrm.Page.data.entity.attributes.get("dnsb_foodreason").getValue();
var fName = Xrm.Page.data.entity.attributes.get("fName").getValue();
check value is null or not
if (fName==null) fName = "";

Get html element value

var plFS = document.getElementById("dns_foodstatus");