Unable to Copy the Selected record from Ribbon Button

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Posted on by NILANKA SEKHAR PAUL

340

Hi All,

My requirement is below:

3288.Pic.png

I have a Clone Contact Button. When i select any record and click on that button (Clone Contact) then one record with the same values from selected Record will open.

Then we can edit any field value from that Record and Click on Save.

Now the Problem is how i achive the same.

I have pass Primary Control in JS and pass that primary Control in Ribbon Workbench (CRM Parameter = PrimaryControl) also.

While debugging the JS , i am facing Primary Control is given as NULL.

Can anyone help me to achive the same.

Thanks in Advance.

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Answers (2)

Suggested answer

NILANKA SEKHAR PAUL 340 on at

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RE: Unable to Copy the Selected record from Ribbon Button

Thanks Goutam for this help.
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ajyendra 1,738 on at

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RE: Unable to Copy the Selected record from Ribbon Button

function run(selectedItems)

{

debugger;

var selectedItem = selectedItems[0];

var entityFormOptions = {};
entityFormOptions["entityName"] = "contact";

// Set default values for the Contact form
var formParameters = {};
formParameters["firstname"] = selectedItem.firstname;
/*formParameters["lastname"] = "Contact";
formParameters["fullname"] = "Sample Contact";
formParameters["emailaddress1"] = "contact@adventure-works.com";
formParameters["jobtitle"] = "Sr. Marketing Manager";
formParameters["description"] = "Default values for this record were set programmatically.";*/

Same you can get all data of selected record in selectedItem variable . You can get as I get firstname.

// Open the form.
Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});

Hope It helps
NILANKA SEKHAR PAUL 340 on at

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RE: Unable to Copy the Selected record from Ribbon Button

Hi Goutam,

Thanks for your answer. I have followed your mentioned steps, but I am facing 1 issue.

After clicking on the button new form opens but while saving effects goes to the selected record but as per my requirement I wanted to copy the previous record and after saving it will creates a new record.

Now it is modifying the existing record after saving the newly opened record.

Please find below my code:

function run(selectedItems)

{

debugger;

var selectedItem = selectedItems[0];

var incidentId = selectedItem.Id;

var entityFormOptions = {};

entityFormOptions["entityName"] = "contact";

entityFormOptions["entityId"] = incidentId;

entityFormOptions["openInNewWindow"] = true;

var Parameters ={"new_sourcefield" : incidentid};

var formParameters = {};

Xrm.Navigation.openForm(entityFormOptions,Parameters).then(

function (success) {

console.log(success);

},

function (error) {

console.log(error);

});

}

Can you please check that where I am doing the mistake.

At present it is only create new form but after saving no new record creates and the modified effect implements on the selected record only.

Thanks in advance.
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gdas 50,091 Moderator on at

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RE: Unable to Copy the Selected record from Ribbon Button

Hi Nilanka,

Follow below reference to get the selected record id on ribbon button click , once you get selected record Id you can retrieve selected record information using javascript API passing the selected Id in the Odata request parameter. Once you get the information same object you can pass to create cloned record using API.

https://ribbonworkbench.uservoice.com/knowledgebase/articles/129783-pass-the-currently-selected-grid-row-s-to-a-custo

Use CRMRestBuilder to create query for retrieve and create new record.

www.youtube.com/watch

Once you create in the onsuccess you can write code to open newly created entity record.

docs.microsoft.com/.../openform
NILANKA SEKHAR PAUL 340 on at

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RE: Unable to Copy the Selected record from Ribbon Button

Hi David, Thanks for your reply.

I dont want to appear the button on grid or sub-grid. Clone Contact button is visible all the time irrespective of record selection. But when i click on any record and select that button record is not being copied.

Can anyone post any Javascript code for that,

It will be very helpful for me.

Thanks.
David Jennaway 14,065 on at

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RE: Unable to Copy the Selected record from Ribbon Button

It looks like you want the button to appear on a grid or sub-grid. In this scenario, you should use either a FirstSelectedItemId or SelectedControlSelectedItemIds parameter