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powerapps-docs/developer/model-driven-apps/define-ribbon-display-rules.md

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@@ -3,7 +3,7 @@ title: "Define ribbon display rules (model-driven apps) | Microsoft Docs" # Inte
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description: "Learn about defining specific rules to control when the ribbon elements will display during the configuration of ribbon elements. " # 115-145 characters including spaces. This abstract displays in the search result."
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author: HemantGaur
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ms.author: hemantg
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ms.date: 05/24/2022
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ms.date: 02/02/2024
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ms.reviewer: jdaly
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ms.topic: article
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ms.subservice: mda-developer
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When configuring ribbon elements, you can define specific rules to control when the ribbon elements will display.
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- Use the /`RuleDefinitions`/DisplayRules/`<DisplayRule>` element to define rules controlling when the ribbon element should be displayed.
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- Use the /CommandDefinitions/`CommandDefinition`/DisplayRules/`<DisplayRule>` element to associate specific display rules to a command definition.
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[!INCLUDE[cc-terminology](../data-platform/includes/cc-terminology.md)]
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The `/RuleDefinitions/DisplayRules/DisplayRule` element supports the following types of rules:
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`<CommandClientTypeRule>`
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### `<CommandClientTypeRule>`
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[!INCLUDE[ribbon_element_CommandClientTypeRule](../../includes/ribbon-element-commandclienttyperule.md)]
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The `Type` values correspond to the following:
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The `Type` values correspond to the following:
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| Value | Presentation |
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| `Refresh` | The command bar is presented using the updated user interface. |
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| `Legacy` | The ribbon is presented in forms for tables that were not updated or in a list view in Dynamics 365 for Outlook. |
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`<CrmClientTypeRule>`
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### `<CrmClientTypeRule>`
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Allows definition of rules depending on the type of client used. `Type` options are as follows:
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- Web
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- Outlook
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`<CrmOfflineAccessStateRule>`
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Use this criteria to display a ribbon element based on whether Dynamics 365 for Microsoft Office Outlook with Offline Access is currently offline.
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### `<CrmOfflineAccessStateRule>`
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`<CrmOutlookClientTypeRule>`
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Use this rule if you want to display a button for the specific type of Dynamics 365 for Outlook. `Type` options are as follows:
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Use this criteria to display a ribbon element based on whether Dynamics 365 for Microsoft Office Outlook with Offline Access is currently offline.
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- CrmForOutlook
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### `<CrmOutlookClientTypeRule>`
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Use this rule if you want to display a button for the specific type of Dynamics 365 for Outlook. `Type` options are as follows:
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- CrmForOutlook
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- CrmForOutlookOfflineAccess
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`<CrmOutlookClientVersionRule>`
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[!INCLUDE[ribbon_element_CrmOutlookClientVersionRule](../../includes/ribbon-element-crmoutlookclientversionrule.md)]
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### `<CrmOutlookClientVersionRule>`
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[!INCLUDE[ribbon_element_CrmOutlookClientVersionRule](../../includes/ribbon-element-crmoutlookclientversionrule.md)]
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Valid values:
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- 2003
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- 2007
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- 2010
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`<EntityPrivilegeRule>`
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Use this kind of rule to display ribbon elements when a user has specific privileges for a table. You must specify the privilege depth and the specific privilege you want to check.
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`<EntityPropertyRule>`
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Allows definition of rules depending on the Boolean values of specific table properties. `PropertyName` options are as follows:
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### `<EntityPrivilegeRule>`
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- DuplicateDetectionEnabled
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Use this kind of rule to display ribbon elements when a user has specific privileges for a table. You must specify the privilege depth and the specific privilege you want to check.
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- GridFiltersEnabled
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### `<EntityPropertyRule>`
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- HasStateCode
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Allows definition of rules depending on the Boolean values of specific table properties. `PropertyName` options are as follows:
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- IsConnectionsEnabled
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- DuplicateDetectionEnabled
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- GridFiltersEnabled
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- HasStateCode
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- IsConnectionsEnabled
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- MailMergeEnabled
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- WorksWithQueue
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- HasActivities
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- IsActivity
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- HasNotes
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- MailMergeEnabled
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### `<EntityRule>`
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- WorksWithQueue
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This rule allow for evaluation of the current table. This is useful when you define custom actions that apply to the table template instead of for specific tables. For example, you may want to add a ribbon element to all tables except for some specific tables. It is easier to define the custom action for the table template that applies to all tables and then use an `EntityRule` to filter out those that should be excluded.
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- HasActivities
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The `EntityRule` also includes an optional context parameter to specify whether the table is being displayed in the form or a list (HomePageGrid). The optional `AppliesTo` parameter can be set to `PrimaryEntity` or `SelectedEntity` to distinguish whether the table is being displayed in a subgrid.
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- IsActivity
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### `<FormEntityContextRule>`
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- HasNotes
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[!INCLUDE[ribbon_element_FormEntityContextRule](../../includes/ribbon-element-formentitycontextrule.md)]
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`<EntityRule>`
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This rule allow for evaluation of the current table. This is useful when you define custom actions that apply to the table template instead of for specific tables. For example, you may want to add a ribbon element to all tables except for some specific tables. It is easier to define the custom action for the table template that applies to all tables and then use an `EntityRule` to filter out those that should be excluded.
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### `<FormStateRule`
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The `EntityRule` also includes an optional context parameter to specify whether the table is being displayed in the form or a list (HomePageGrid). The optional `AppliesTo` parameter can be set to `PrimaryEntity` or `SelectedEntity` to distinguish whether the table is being displayed in a subgrid.
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Use the form state rule to determine the current type of form that is displaying a record. `State` options are as follows:
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`<FormEntityContextRule>`
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[!INCLUDE[ribbon_element_FormEntityContextRule](../../includes/ribbon-element-formentitycontextrule.md)]
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- Create
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- Existing
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- ReadOnly
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- Disabled
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- BulkEdit
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`<FormStateRule`
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Use the form state rule to determine the current type of form that is displaying a record. `State` options are as follows:
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### `<FormTypeRule>`
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- Create
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[!INCLUDE[ribbon_element_FormTypeRule](../../includes/ribbon-element-formtyperule.md)]
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- Existing
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- ReadOnly
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- Disabled
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- BulkEdit
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`<FormTypeRule>`
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[!INCLUDE[ribbon_element_FormTypeRule](../../includes/ribbon-element-formtyperule.md)]
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The `Type` values correspond to the following:
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The `Type` values correspond to the following:
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|Value|Presentation|
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|-----------|------------------|
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|`Quick`|A quick view form.|
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|`QuickCreate`|A quick create form.|
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`<HideForTabletExperienceRule>`
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[!INCLUDE[ribbon_element_HideForTabletExperienceRule](../../includes/ribbon-element-hidefortabletexperiencerule.md)]
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### `<HideForTabletExperienceRule>`
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`<MiscellaneousPrivilegeRule>`
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Use this kind of rule to check for privileges that do not apply to a specific table, such as ExportToExcel, MailMerge, or GoOffline.
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[!INCLUDE[ribbon_element_HideForTabletExperienceRule](../../includes/ribbon-element-hidefortabletexperiencerule.md)]
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`<OrganizationSettingRule>`
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Use this to display a ribbon element if specific organization settings are enabled. Setting options are as follows:
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### `<MiscellaneousPrivilegeRule>`
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- IsSharepointEnabled
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Use this kind of rule to check for privileges that do not apply to a specific table, such as ExportToExcel, MailMerge, or GoOffline.
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- IsSOPIntegrationEnabled
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### `<OrganizationSettingRule>`
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Use this to display a ribbon element if specific organization settings are enabled. Setting options are as follows:
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- IsSharepointEnabled
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- IsSOPIntegrationEnabled
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- IsFiscalCalendarDefined
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`<OrRule>`
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This rule lets you override the default AND comparison for multiple display rule types. Use the `OrRule` element to define several possible valid combinations to check.
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### `<OrRule>`
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`<OutlookRenderTypeRule>`
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Use this to display a ribbon element if the ribbon is being displayed in [!INCLUDE[pn_MS_Outlook_Short](../../includes/pn-ms-outlook-short.md)] in a specific way. `Type` options are as follows:
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This rule lets you override the default AND comparison for multiple display rule types. Use the `OrRule` element to define several possible valid combinations to check.
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- Web
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- Outlook
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### `<OutlookRenderTypeRule>`
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`<OutlookVersionRule>`
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Use this to display a ribbon element for a specific version of Outlook. `Version` options are as follows:
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Use this to display a ribbon element if the ribbon is being displayed in [!INCLUDE[pn_MS_Outlook_Short](../../includes/pn-ms-outlook-short.md)] in a specific way. `Type` options are as follows:
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- 2003
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- Web
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- Outlook
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- 2007
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### `<OutlookVersionRule>`
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Use this to display a ribbon element for a specific version of Outlook. `Version` options are as follows:
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`<PageRule>`
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This type of rule checks the URL of the page being displayed. It returns true if the address matches.
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### `<PageRule>`
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`<RelationshipTypeRule>`
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This type of rule is applied to records selected in a grid. It lets you determine the type of relationship, as follows:
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This type of rule checks the URL of the page being displayed. It returns true if the address matches.
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- OneToMany
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### `<ReferencingAttributeRequiredRule>`
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- ManyToMany
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A rule that detects whether the referencing attribute for an entity is required.
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This is a very specific rule for a very specific case. Use this rule when there is a relationship bound subgrid or an associated grid on the page. This rule will test whether the referencing attribute used in the relationship is required. This rule is used to hide the Add Existing record type button when it isn’t appropriate to display it.
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In an entity relationship the lookup field in the related record (the referencing attribute) may be required or not. For example, the Regarding field of an activity is not required yet the Potential Customer field of an opportunity is required. The Add Existing Activity button will set the Regarding field value to the current record context and it can only work if the Regarding field doesn’t already have a value. All Opportunity records have a value in their Potential Customer field, so it never makes sense to display an Add Existing Opportunity button. This rule detects that the referencing attribute is required and therefore returns true.
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### `<RelationshipTypeRule>`
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This type of rule is applied to records selected in a grid. It lets you determine the type of relationship, as follows:
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- OneToMany
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- ManyToMany
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`<SkuRule>`
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Use this kind of rule to display a ribbon element for a specific SKU version of Microsoft Dataverse, as follows:
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### `<SkuRule>`
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Use this kind of rule to display a ribbon element for a specific SKU version of Microsoft Dataverse, as follows:
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- OnPremise
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`<ValueRule>`
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Use this rule to check the value of a specific column in the record being displayed in the form.
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### `<ValueRule>`
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Use this rule to check the value of a specific column in the record being displayed in the form.
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> [!NOTE]
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> For commands defined for subgrid for forms using the updated user experience, value rules cannot be used within display rules. Use this element within an `<EnableRule>` to hide an element.

powerapps-docs/index.yml

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- title: Power Pages
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summary: Design, host, and administer secure, modern, and low-code business websites.
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url: /power-pages
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- title: Power Virtual Agents
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summary: Create powerful bots using a guided, no-code graphical interface without the need for data scientists or developers.
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url: /power-virtual-agents
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- title: Dynamics 365
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summary: Empower your organization with the next generation of CRM and ERP applications.
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url: /dynamics365/

powerapps-docs/maker/TOC.yml

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- name: For admins
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items:
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- name: Security in Dataverse
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href: /power-platform/admin/wp-security-cds
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href: /power-platform/admin/wp-security-cds?context=/power-apps/maker/context
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- name: Azure Synapse Link
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- name: Azure Synapse Link Overview

powerapps-docs/maker/canvas-apps/ai-overview.md

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3. On the **Features** settings page, under **AI Builder**, enable or disable **AI Builder preview models**.
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## Disable Copilot in Power Apps
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## Enable or disable Copilot in Power Apps
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For this preview, Copilot in Power Apps is enabled by default. To disable it, you need to have administrator access.
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> [!NOTE]
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> Turning off Copilot for your tenant will only disable Copilot for makers. It won't disable [Copilot control for canvas apps](add-ai-copilot.md) or [Copilot for model-driven apps](../model-driven-apps/add-ai-copilot.md).
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Follow these steps to disable **Copilot** for your environment.
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Follow these steps to enable or disable **Copilot** for your environment.
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1. Sign in to the [Power Platform admin center](https://admin.powerplatform.microsoft.com/).
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2. In the left-side navigation pane **Environment**.
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3. Select the environment and on the command bar, select **Settings**.
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4. Set the toggle to **Off** for **Copilot**.
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4. Select one of the following options:
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- To turn it on, set the toggle to **On** for **Copilot**.
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- To turn it off, set the toggle to **Off** for **Copilot**.
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## See also

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