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Refresh Screen from Ribbon and Stay on same Tab

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Posted on by nvrhughes

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Hello,

Is there a way to configure the refresh to keep the users on the current tab after they hit the Refresh button in the Ribbon (not browser)?

For example, we have a My Work tab and Interaction tab on the lead. If I am on the Interactions tab and I hit refresh, it takes me back to the My Work tab.

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nvrhughes 184 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Bipin Kumar I did, and there are no hide actions or any functionality surrounding this button in the XML.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Hi,

I have done multiple times in my previous project but it is strange that you are facing this issue.

Can you try exporting the solution , open customization.xml and check the RibbonDiff tag to understand what is happening ?
nvrhughes 184 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Xavier Monin Bipin Kumar Thank you both. Have you ever un hid a button from ribbon workbench and still not have it display in Dynamics or re-appear in Ribbon Workbench? We had a hide action on the Focus View field that we un-hid, but it still wont show in Dynamics or RW. You can still see the hide action in debug but not RW. I refreshed Ribbon Metadata multiple times.
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XM-22040801-0 11 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Hi,

You can customize the Refresh button with a JS script that refresh data of the current record.

If you call formContext.data.refresh(false), the data of the form will be refreshed without losing the current tab. This call will not reload the form, only the data.

You can do it with Ribbon Workbench:

Find the button named "Mscrm.Form.<your entity name>.RefreshModernButton".

Right click => Customize Command

Select Mscrm.Modern.refreshCommand

Replace the web resource by your own and set your javascript function (See my JS file bellow).

Publish

If you get an error about "OrRule".

Go to Mscrm.HideInOfflineAfter2022

Remove the OrRule

Add CrmOfflineAccessStateRule with State = Offline, InvertResult = True.

The JS function:

function refresh(selectedControl) { const formCtx = selectedControl; formCtx.data.refresh(false); }
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Hi,

Instead of hiding oob button you can attach enable rule and add js code to always return false
nvrhughes 184 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Thank you Bipin Kumar Do you recommend hiding the current refresh using ribbon workbench? We previously have hid buttons using ribbon workbench ( Focus View button ) and then later un-hid but they still wont show in Dynamics. Microsoft said they do not support Ribbon Workbench so no one could help.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Hi,

With oob button it will not be possible to achieve what you need

How about creating custom button and 1. write Js code to get tab which is expanded and

2. then refresh the form using core, 3. then set the tab expanded based on the value you have from step -1
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a33ik 84,325 Most Valuable Professional on at

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RE: Refresh Screen from Ribbon and Stay on same Tab

Hello,

As far as I know, that's not configurable.