Open Dialog using Smart Button in Ribbon Workbench | XrmToolBox

Here’s how you can use Dialog from Smart Buttons in Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Scenario

Run Dialog button

Here’s how you can open a Canvas App as a Dialog in a Model-Driven App –

  1. In Ribbon Workbench, you can see the Open Dialog option in the Smart Buttons menu in Ribbon Workbench.

  2. Upon Dragging it to the ribbon (I’m using the Form ribbon in this example), you’ll be asked the below in a Dialog box.
    Title should have the title which the button should show on the ribbon.
    Dialog URL or Custom Page Unique Name should have the URL or the name of the Custom Page you have in your Model-driven App (I’ll share links below on how to get both from the official source itself)
    Width and Height as suggests should be specified in pixel dimensions.
    Dialog Title should show how the Dialog Box should look like.

  3. Here’s how the Custom Page’s name is (make sure the Custom Page is also added to the Model-Driven App your ribbon is in)

  4. Below are the links for both – Canvas App and Custom Page which can be added in the Dialog.

    Links:
    Custom Page to be added to the Open Dialog button – https://www.develop1.net/public/post/2021/08/08/custom-page-dialog-smart-button
    Canvas App to be added to the Open Dialog button – https://www.develop1.net/public/post/2020/09/30/new-smart-button-custom-dialogs-in-model-driven-apps-using-canvas-apps
  5. Once this is done, it’ll appear on the ribbon and once you confirm, you can commit the changes by Publishing the customization.

  6. Once this is done, publish and let’s see how the customization will look.

Working

Now that the customization are published, you can see as below –

  1. Here’s the button on the Form ribbon I added to.

  2. When you click it, the dialog box will appear as below –

Hope this helps!

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Thank you!

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