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Microsoft Dynamics CRM (Archived)

Ribbon Customization: Button not working properly

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Posted on by

Hi experts,

In the account record I have 3 main account forms:

I created a custom script (js web resource) to trigger on onclick of "associated cases" subgrid button. So I went to ribbon workbench and clicked on the +New button > customize command and changed the web resource called and the function name to my script. 

However, it was not working properly so I decided to change the button trigger back to the out of box behavior. I changed it back to the oob functions but it it not working properly. 

On one account form, it works properly and the fields are also getting mapped. 

One my other 2 account forms, when I click the associated view button on subgrid it opens the following window. Instead in the same window it should redirect to associated cases view. Further my fields are not getting getting mapped from account record to case record.

Screen-Shot-2018_2D00_06_2D00_06-at-2.23.13-PM.png

Please help.

Thanks,

Jon

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  • Suggested answer
    Wiz CRM Profile Picture
    55 on at

    Hi Jon,

    Great work you have done.

    I will just let you know that after editing any Javascript code, always make sure you save and publish properly. After which, you refresh all pages or close and open all browsers in order to load forms.

    Please do this, and let us know the behavior afterwards.

    Cheers.

  • Community Member Profile Picture
    on at

    Hi Wiz,

    I published all customization again to see if it changes anything. Unfortunately, its still behaving the same way..

    I have an account form called Site which is working fine:

    Screen-Shot-2018_2D00_06_2D00_07-at-9.46.29-AM.png

    When I click the table button on the associated cases subgrid, it opens the associated view normally

    Screen-Shot-2018_2D00_06_2D00_07-at-9.47.46-AM.png

    I also have an account form called Organization in which it is causing problems:

    Screen-Shot-2018_2D00_06_2D00_07-at-9.46.16-AM.png

    When I click the table button on the organization cases it opens a new window, which it shouldnt be. Also when I click the + button, it opens a new form but the fields are not getting mapped from account to case.

    Screen-Shot-2018_2D00_06_2D00_07-at-9.46.29-AM.png

    Is there any way I can reset the case ribbon to default settings?

    Thanks,

    Jon

  • Verified answer
    Wiz CRM Profile Picture
    55 on at

    Hi Jon, Yes, you can reset the case ribbon by getting a clean/default CRM environment, create a solution, add the case entity and all its assets ( & dependencies). Export the solution and import into the crm organization you are working on.

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