I have a javascript that runs on the "appointment" entity. It gets the contact ID, makes an API call to a table related to Contact, pulls out some records from there, and then combines the information to create a "message" that we send to the contact prior to their appointment (like an appointment reminder with some extra details in it). We have been manually creating this message, but now are wanting to automate it being created in Dynamics, and then we can copy/paste it to send to the Contact. This would save a lot of time, as many of these messages go out everyday.
I have some javascript that is triggered on a field change, and it all works fine when I have the form open. I was hoping I could simply set up a workflow to change the field that triggers the javascript, and thus run the script on multiple contact records at once from a grid view. However, when I select contacts from a view and run the workflow, the javascript doesn't fire.
I also tried making it an editable grid view, adding the field that triggers the script and changing this field from the editable grid, but that doesn't fire the script either.
Now I'm feeling like maybe I need to attach the script to a button on the ribbon. However, that will require rewriting much of the code, so I wanted to make sure there isn't an easier way before going down that road.
Any thoughts on what can be done?
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