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Dynamics 365 Community / Forums / Customer Service forum / How can I modify the S...
Customer Service forum

How can I modify the Save and Route button on Case form

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Posted on by Jeremiah 2,555

Hello,

I have a requirement to update a date and time field on-click of the Save and Route button on the Case form. 

Using the Ribbon Workbench, I realized that it is not possible to add a web resource to the command field.

Does anybody know how best to implement this?

Thanks

Categories:
Entitlements / Service Level Agreements (SLA)
I have the same question (0)
  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi Daniel,

    This should be done using the Ribbon Workbench.

    In the Ribbon Workbench, right click on Save and Route button and we can click on Customise Command to add a web resource to it.

    2678.1.PNG

    Please refer to the following article on how to add web resource to the button:

    https://carldesouza.com/open-html-page-button-ribbon-workbench/

    https://community.dynamics.com/crm/f/117/t/275485

    https://www.cobalt.net/2015/03/24/ribbon-workbench-solution/

    https://www.briteglobal.com/blogs/community/add-command-button-ribbon-workbench-1/

  • Inogic Profile Picture
    Inogic 686 on at

    Yes, we can modify the existing OOB button of Case entity and to do this you can refer the below link:

     

    https://www.inogic.com/blog/2017/02/modify-oob-ribbon-button-for-specific-activity-type-entity/

     

    As per your requirement, no need to customize the OOB button. You can simply write a JavaScript function On save of Case entity form and the JavaScript function will populate the Date time field on same entity.

     

    Hope this help.

     

    Thanks!

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