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Create new button and customize the button command

Posted on by Microsoft Employee

Hi,

I was able to create button and get record's GUID of selected records from the above steps. 

In each record I have one field named "Approved".

In Field Service Automation, I have created new entity with a field named 'approved' and by default it is set to 'No'. On the view page of that entity, I have created new button in the ribbon using Ribbon Workbench named "Approve" beside Activate button. On click of this button, I am able to get GUID of selected records. I referred below link to perform this:

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

The actual functionality which I wish to have is 'On click of button, the 'approved' field should be set to 'Yes' for selected records'. 

Can you please let me know how this functionality can be achieved?

Here is the screenshot of view page with approve button and approved field

button.PNG

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  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Create new button and customize the button command

    Hi,

    Get Jason Lattimer's CRM Rest Builder and you should be able make the entity changes. github.com/.../CRMRESTBuilder

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