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i need to have custom button in crm form ,when click on it some workflow start to run , i dont know how can i add new button and how can i related to my workflow or plugin ? (i want when this button clicked, add record of child to my child entity attomaticlly),
Its a little complex requirement and involves a bit of custom implementation. Below are the high level steps which you would need to achieve this functionality-
1.) You first need to create a workflow to achieve your requirement. It is not clear what do you mean by "add record of child to my child entity attomaticlly" so if you could share some more details, I/we can help you with it.
2) Once you are done with the workflow, test it just by running it on demand. once you are satisfied that workflow is working fine, you can then use ribbon workbench to call this workflow from a ribbon button.
I have seen you asked the same question before as well so I would suggest you to first complete the workflow part and then deal with calling it from ribbon button.
Hope this helps.
You need to do the following steps
Let me know if this helps.
If you have on demand workflow then it is available on form, There is no need to add extra button.
That is different thing if you want to run multiple workflows on same record on a button click. In this case you have to add custom button.
You should meet the following 3 conditions.
You could use Ribbon Workbench to add custom ribbons on the form.
Please refer to the link and learn how to add buttons and associate with workflow.
How to setup: https://community.dynamics.com/365/b/softchiefmicrosoftdynamics365/archive/2017/03/24/how-to-setup-ribbon-workbench
How to add ribbon: https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code
You could develop your custom workflow using C#.
Here is the guide of Development.
You should use Plug-in Registration Tool to register your workflow to Dynamics 365.
You could refer to this link to learn how to use this tool.
Hope it helps.
thanks ravi , i'm trying to do it
thank you Rocker , yes i need it, because of user must see the button on the form and click it and run workflow , its not user friendly for user to run workflow and select the true one
hi Piyush , i did step of 1 to 4 and i did not know how can i do step 5 and 6 , i will try to do this step and i think this is my problem
thank you a lot for complete answer
You can follow below steps to add a button:
thanks a lot Leo
thansk Piyush Paliwal , but i just have a problem with step 5 , i could add record to child entity with workflow step but after added the new record i want my child subgrid show the created record but after refresh the page i can see the new recordes . could you please explain more if possible ?
thanks a lot for your answer
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