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When we select records in a grid, and run a flow on them to update certain fields, in the old legacy web the fields would update automatically with the new value. In the new UI, we have to refresh the page or grid before the new value shows up. Is there a way to fix this?
Thanks.
Sorry, there is no code solution to force-refresh the grid view on trigger of the workflow.
If you are OK with implementing that in JavaScript, you can create a new command bar button to run the workflow of the selected records with JavaScript and refresh the grid with Xrm.Utility.refreshParentGrid in a few seconds delay.
You can find out more in this blog post
it is a realtime CRM workflow that I am running on the records in the grid...also it is not a subgrid but actually a grid view of queue items that we are working with (though I think we have the same issue with subgrids, its just we mostly run the workflows from entity grid views)
what is the way to add subgrid refresh to a workflow? That would be nice to have a no code solution to this
Hi,
Have you tried converting the workflow from background to real time workflow and see if updated value is getting displayed.
When you say flow does that mean you have microsoft flow or you are referring to CRM workflow?
Also, there is now way to add subgrid refresh step in workflow.
When a record is updated from the grid, the new window of the child entity callback to the main window to refresh the subgrid.
But for the workflow, it is an asynchronous process and the main window has no way to know when the workflow process is completed in the background. (there is no callback in the browser)
Thank you for your responses. When a record is updated from the grid and saved, it can refresh the whole grid? Is it possible to add a grid refresh as the final step of workflow without writing any code? Or you're saying it needs to be as an On save script for each record - but if we select multiple records at once, would the grid refresh once for every record that gets updated?
Hi Ben,
The form structure is different in legacy and UCI client. In UCI executing a workflow will not refresh the entire page until you forcefully do it (as suggested by Shyam). Also myou can use the on page refresh icon present in the menu bar to refresh the entire page.
Thanks,
Soumen
Hello Ben,
I don't believe the Grid refresh in UCI upon execution of the workflow. You can add an on save script to refresh the grid as a workaround.
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