News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogDisplay rules for One-Click-Actionshttps://www.mscrm-addons.com/Blog/PostId/10225/display-rules-for-one-click-actionsDocumentsCorePack (DCP),DCP 365Wed, 17 Jul 2019 11:48:06 GMT<p style="text-align: justify;">This blog article outlines how to add display rules for One-Click-Actions. The purpose of display rules is that users only see One-Click-Actions that are relevant to them.</p> <p style="text-align: justify;">More information about how to configure a One-Click-Action can be found <a href="https://www.mscrm-addons.com/Blog/PostId/10095/step-by-step-how-to-configure-an-one-click-action">here</a>.&nbsp;</p> <p style="text-align: justify;">Please open your Dynamics 365 Settings, navigate to MSCRM-ADDONS-section and select DocumentsCorePack. In the main configuration window please go to the One-Click-Actions-tab. Select the entity for which you want to configure the one-click-action (in this case Contact) and hit the <strong>[Edit]</strong>-button.&nbsp;</p> <p style="text-align: justify;">In the so opened window, you are provided with all one-click-actions for the entity Contact. With a klick on the <strong>[+]</strong>-button on the right side, you can add a display rule for your one-click-action. </p> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Display rules via security roles </span></strong><br /> In this example, we want to assign the "Send&nbsp; quote to customer via email"&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">OCA to a security role by hitting the <strong>[+]</strong>-button.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add display rules for OCA " href="/Portals/0/Blog/Display_rules_for_OCA/Figure1.png"> <img alt="Add display rules for OCA " width="637" height="210,5" class="img-responsive" src="/Portals/0/Blog/Display_rules_for_OCA/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Add display rules for OCA </em></div> <em> </em></div> <em> </em> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>​In the window below, please select the security role that a user has to have to see this one-click-action. In this case, we select Customer Service Representative as you can see highlighted in yellow below. ONLY users with this security role will be able to see the OCA. If nothing is selected everyone will see the one-click-action.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select security role " href="/Portals/0/Blog/Display_rules_for_OCA/Figure2.png"> <img alt="Select security role" width="621" height="346,5" class="img-responsive" src="/Portals/0/Blog/Display_rules_for_OCA/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Select security role </em></div> <em> </em></div> <p style="text-align: justify;"><span>​</span></p> <p style="text-align: justify;"><span><strong><span style="color: #0077b3;">​Display rules via field values</span></strong>&nbsp;<br /> You also have the possibility to&nbsp; add additional conditions as display rules. Therefore, please hit the <strong>[Advanced]</strong>-button at the bottom of the window above.&nbsp; Here you can find all attributes of the entity Contact. In this example we select Status and Active from the drop-down menu, which means that this OCA will ony be shown for contacts that are active as you can see in&nbsp; the figure below.&nbsp;<br /> <strong>Please notice:</strong>If in addition to a field condition a security role is selected they are considered to be of type "AND", which in our example, means that only Customer Service Representative with the status Active can see this one-click-action.&nbsp;</span></p> <p data-plugin-options=" style="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Define additional conditions to show the OCA " href="/Portals/0/Blog/Display_rules_for_OCA/Figure3.png"> <img alt="Define additional conditions to show the OCA" width="619" height="310,5" class="img-responsive" src="/Portals/0/Blog/Display_rules_for_OCA/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Define additional conditions to show the OCA <br /> <br /> <br /> </em></div> <em> </em></p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>​</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong><span>That&rsquo;s it!</span>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span><br /> </span></p> <p><span style="font-size: 13px;">&nbsp;</span></p> <p><span></span></p>10225