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What to do in command of custom ribbon button to download a PDF on click?

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Posted on by Summers

I'm trying to learn how to create a ribbon button that will allow a user to download a PDF I have uploaded as a web resource.

Using the Ribbon Workbench I have created the button with a command that has no actions tied to it yet.
I've also uploaded a PDF by doing a workaround and changing it's extension to HTML, however leaving the name with a .PDF extension.

I'm a bit unsure if now I need to create a JS web resource that makes a call to that web resource or can I create a simple command so that the user will have the PDF downloaded on their side after a click of the button.

I can't find any examples of this online, any help would be appreciated, thanks!

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ba365guy 2,950 on at

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1.Create a javascript webresource named "openhtmlpage.js"

2. Insert following code in the js file

function openPage() { Xrm.Utility.openWebResource("new_page1.htm"); //new_page1.htm is your html {

3. I your button command, add an action (type: javascript action)

4. Choose the javascript file and mention the function name

5. map the command with button

6. Save and publish

7. Test

Let me know if it works for you

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Summers 52 on at

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Thanks for such a speedy reply!! So it works but I don't what to do because now it opens it up as a HTML file since I changed the extension of the PDF to HTML, so that I could upload it as web resource. Do you know how I can get around this? Thanks!

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ba365guy 2,950 on at

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Hi Summers

If it worked, Please close the thread by marking answer as verified.

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Summers 52 on at

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Hi there so it's not opening nor downloading the PDF as per what I'm trying to do, it's just trying to open the web resource.

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ba365guy 2,950 on at

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When naming this html Web Resource, you should still name the file with the normal .pdf extension

sample web resource name: new_filename.pdf

The file you upload might be html extension

For javascript, user

Xrm.Utility.openWebResource("new_filename.pdf");

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Summers 52 on at

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So I made a copy of the pdf file and added a .html extension, then uploaded that file as a web resource giving it the name Help.pdf, and making it type of Webpage (HTML), however it doesn't open up as a PDF in the way it originally use to before I renamed it.

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ba365guy 2,950 on at

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What is the use case here?

If it is a static document you can store the file in common SharePoint folder and open on click of button(you can load sharepoint URL)

Is it compulsory that file needs to stay in web resource?

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Summers 52 on at

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There is no SharePoint site we have that is common for everyone, so I would like to host it on Dynamics, the only way I know so far of how to upload files is by using the Web Resources.

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meelamri 13,216 User Group Leader on at

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Hello,

Please read this blog. You can find how to store your pdf file as a Web ressource

us.hitachi-solutions.com/.../

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ba365guy 2,950 on at

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This file approach will not workout or will be too complex with file extensions.

I can suggest you some work arounds as follows:

1. Common Cloud Folder (SharePoint / OneDrive - create shared folder / Google Drive - shared folder) - Use the link to open via button click

1. User word template (embed your pdf document in word template and upload empty word template to D365. You can always download this from D365.

2. Send an email with your PDF file as attachment to the current user of system.

You can create an email template. Upload the attachment in the email template. On click of button update a boolean field on the form (Yes/no). On update of boolean field send an email to current user using the email template.

These are just a work arounds.

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