Disable Sub Grid record buttons in ribbon based on Parent record’s value in CRM 2011.

Hi,

Recently we had a requirement to disable Add New and Edit button of a sub grid record based on parent record’s attribute value.

For this we first need to add a new EnableRule and pass the id of the parent record to a custom function that will use this value to get value of the form and pass true and false accordingly.

FirstPrimaryItemId CRMParameter will pass the id of the parent record.

<EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule">
 <CustomRule FunctionName="DisableButton" Library="$webresource:new_myScript" Default="true">
 <CrmParameter Value="FirstPrimaryItemId" />
 </CustomRule>
 </EnableRule>

Adding this EnableRule to existing CommandDefinitions

<RibbonDiffXml>
 <CustomActions />
 <Templates>
 <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
 </Templates>
 <CommandDefinitions>
 <CommandDefinition Id="Mscrm.AddNewRecordFromSubGridStandard">
 <EnableRules>
 <EnableRule Id="Mscrm.AppendToPrimary" />
 <EnableRule Id="Mscrm.EntityFormIsEnabled" />
 <EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule" />
 </EnableRules>
 <DisplayRules>
 <DisplayRule Id="Mscrm.ShowForOneToManyGrids" />
 <DisplayRule Id="Mscrm.AppendToPrimary" />
 <DisplayRule Id="Mscrm.CreateSelectedEntityPermission" />
 <DisplayRule Id="Mscrm.AppendSelected" />
 <DisplayRule Id="Mscrm.HideAddNewForChildEntities" />
 </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>
 <CommandDefinition Id="Mscrm.EditSelectedRecord">
 <EnableRules>
 <EnableRule Id="Mscrm.CheckBulkEditSupportForEntity" />
 <EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />
 <EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule" />
 </EnableRules>
 <DisplayRules>
 <DisplayRule Id="Mscrm.BulkEditPrivilege" />
 <DisplayRule Id="Mscrm.WriteSelectedEntityPermission" />
 </DisplayRules>
 <Actions>
 <JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.bulkEdit" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedControl" />
 <CrmParameter Value="SelectedControlSelectedItemReferences" />
 <CrmParameter Value="SelectedEntityTypeCode" />
 </JavaScriptFunction>
 </Actions>
 </CommandDefinition>
 </CommandDefinitions>
 <RuleDefinitions>
 <TabDisplayRules />
 <DisplayRules>
 <DisplayRule Id="Mscrm.AppendSelected">
 <EntityPrivilegeRule PrivilegeType="Append" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.AppendToPrimary">
 <EntityPrivilegeRule PrivilegeType="AppendTo" PrivilegeDepth="Basic" AppliesTo="PrimaryEntity" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.BulkEditPrivilege">
 <MiscellaneousPrivilegeRule PrivilegeName="BulkEdit" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.CreateSelectedEntityPermission">
 <EntityPrivilegeRule PrivilegeType="Create" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.HideAddNewForChildEntities">
 <OrRule>
 <Or>
 <EntityPropertyRule AppliesTo="SelectedEntity" PropertyName="IsChildEntity" PropertyValue="false" />
 </Or>
 <Or>
 <RelationshipTypeRule AppliesTo="SelectedEntity" AllowCustomRelationship="false" />
 </Or>
 </OrRule>
 </DisplayRule>
 <DisplayRule Id="Mscrm.ShowForOneToManyGrids">
 <RelationshipTypeRule AppliesTo="SelectedEntity" RelationshipType="OneToMany" />
 </DisplayRule>
 <DisplayRule Id="Mscrm.WriteSelectedEntityPermission">
 <EntityPrivilegeRule PrivilegeType="Write" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
 </DisplayRule>
 </DisplayRules>
 <EnableRules>
 <EnableRule Id="new.new_fcm_child.EnableRule2.EnableRule">
 <CustomRule FunctionName="DisableButton" Library="$webresource:new_Service_Request_Script" Default="true">
 <CrmParameter Value="FirstPrimaryItemId" />
 </CustomRule>
 </EnableRule>
 <EnableRule Id="Mscrm.AppendToPrimary">
 <RecordPrivilegeRule PrivilegeType="AppendTo" AppliesTo="PrimaryEntity" />
 </EnableRule>
 <EnableRule Id="Mscrm.CheckBulkEditSupportForEntity">
 <OrRule>
 <Or>
 <SelectionCountRule AppliesTo="SelectedEntity" Minimum="1" Maximum="1" />
 </Or>
 <Or>
 <SelectionCountRule AppliesTo="SelectedEntity" Minimum="2" />
 <CustomRule FunctionName="Mscrm.RibbonActions.isBulkEditEnabledForEntity" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedEntityTypeCode" />
 </CustomRule>
 </Or>
 </OrRule>
 </EnableRule>
 <EnableRule Id="Mscrm.EntityFormIsEnabled">
 <FormStateRule State="Disabled" InvertResult="true" />
 </EnableRule>
 <EnableRule Id="Mscrm.VisualizationPaneNotMaximized">
 <CustomRule FunctionName="Mscrm.RibbonActions.disableButtonsWhenChartMaximized" Library="/_static/_common/scripts/RibbonActions.js">
 <CrmParameter Value="SelectedControl" />
 </CustomRule>
 </EnableRule>
 </EnableRules>
 </RuleDefinitions>
 <LocLabels />
</RibbonDiffXml>

The JavaScript code

// function to disable related record
 function DisableButton(id) {

 //CRM Server Url:
 var result = true;
 var serverUrl = Xrm.Page.context.getServerUrl();

// OData Call to get the data
 var ServiceRequestQuery = "new_CustomEntitySet?$select=attr1,attr2&$filter=attrId eq guid'" + id + "'";
 var ServiceRequestUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/" + ServiceRequestQuery;
 // make synchronous call
 var ServiceRequest= syncODataCall(ServiceRequestUrl);
 // get the option set value
 if (ServiceRequest[0].attr1 != null && ServiceRequest[0].attr2 != null) {
 var attr1Value = ServiceRequest[0].attr1.Value;
 var attr2Value = ServiceRequest[0].attr2 .Value;

if (attr1Value != "863600004" && attr2Value == "279640002") {
 result = false;
 }
 else {
 result = true;
 }
 }
 return result;
 }

// function to make synchronous oData call
 function syncODataCall(odataSelect) {
 var request = new XMLHttpRequest();
 request.open("GET", odataSelect, false);
 request.setRequestHeader("Accept", "application/json");
 request.setRequestHeader("Content-Type", "application/json; charset=utf-8");
 request.send();
 var objJQuery = JSON.parse(request.responseText);
 return objJQuery.d.results;
 }

Hope it helps