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Save the record and change the status of the record to Submitted on the same button on the Entity Form (Microsoft Portal).

Microsoft Dynamics CRM Forum

Mohammed Fakhri asked a question on 10 Feb 2019 10:11 PM
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I have implemented two different buttons.

1) Save: Submits the changes on the current record. 

2) Submit: Changes the status of the record to "Submitted".

I need to perform both actions on the single button instead of two.

Is there any way to achieve this?

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Wei Jie Fun responded on 11 Feb 2019 12:35 AM

please ignore, didnt notice this is related to portal.

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Hi Mohammed ,

I believe you  can do this using success call back  of first save, when you do save you might wait for return to confirmation of  save . For example the GUID will be return when records got created  and once you get the GUID  call another function for submit.

docs.microsoft.com/.../save

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Oliver Rodrigues responded on 11 Feb 2019 5:36 AM
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can't you use a simple CRM workflow to change the status to submitted?

another thing you can do is using the Entity Form Metadata.. so once a record is saved you can set another attribute value

docs.microsoft.com/.../configure-web-form-metadata

Search for "set value on save" on the above page

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Suggested Answer

Hi Mohammed ,

I believe you  can do this using success call back  of first save, when you do save you might wait for return to confirmation of  save . For example the GUID will be return when records got created  and once you get the GUID  call another function for submit.

docs.microsoft.com/.../save

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Oliver Rodrigues responded on 11 Feb 2019 5:36 AM
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Suggested Answer

can't you use a simple CRM workflow to change the status to submitted?

another thing you can do is using the Entity Form Metadata.. so once a record is saved you can set another attribute value

docs.microsoft.com/.../configure-web-form-metadata

Search for "set value on save" on the above page

Reply

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