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Customer experience | Sales, Customer Insights,...
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Configuring a Quick Create Form button in Ribbon Workbench on the Home/Dashboard pa

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Posted on by 329

Hey there, I could use some help!

I am trying to configure a button on my D365CE Home/Dashboard page to launch a quick create form for a new account. I have gotten the button to show up, but when I click it, nothing happens. I am guessing I've done something wrong in my configuration, or in my code. If anyone could look through this and tell me if I'm missing something, that would be great. I've been trying to get this to work for days now... Ribbon Workbench is my nemesis! Below are the screenshots, and the text of my code. THANK YOU!

Button:

pastedimage1651242316749v1.png

Button Configuration in Ribbon Workbench:

button-config.png

Command Config in Ribbon Workbench:

command-properties.png

And finally, the code I'm calling in that command:

var OpenAccountQuickCreate = {

     //OpenAccountQuickCreate.OpenRecord

     OpenRecord: function (primaryControl) {

           var entityFormOptions = {};

           entityFormOptions[“entityName”] = “account”;

           entityFormOptions[“useQuickCreateForm”] = true;

          var formParameters = {};

         // Open the form.

          Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

               function (success) {

               console.log(success);

                },

               function (error) {

              console.log(error);

              });

};

I have the same question (0)
  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: Configuring a Quick Create Form button in Ribbon Workbench on the Home/Dashboard pa

    Hi,

    Try below code without namespace.

    function OpenRecord(primaryControl) {

    alert("Code triggered");

              var entityFormOptions = {};

              entityFormOptions["entityName"] = "account";

              entityFormOptions["useQuickCreateForm"] = true;

             var formParameters = {};

            // Open the form.

             Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

                  function (success) {

                  console.log(success);

    alert("ok");

                   },

                  function (error) {

                 console.log(error);

    alert("Not OK");

                 });

    }

    And update Ribon command to use OpenRecord as function name instead of OpenAccountQuickCreate .OpenRecord

    Publish your changes.

    Please check the console from Developer Tool to check for any issue. Also add alert in your code to see if your code is getting executed

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • LCRMAdminG Profile Picture
    329 on at
    RE: Configuring a Quick Create Form button in Ribbon Workbench on the Home/Dashboard pa

    Ok Bipin, I'll try this. Should there be a semicolon at the end of the code block though?

  • LCRMAdminG Profile Picture
    329 on at
    RE: Configuring a Quick Create Form button in Ribbon Workbench on the Home/Dashboard pa

    I did this and it worked! Thank you so much! It did indeed need the semicolon at the end of the block, but otherwise, executed perfectly. Thank you!!

  • Adelm Profile Picture
    5 on at
    RE: Configuring a Quick Create Form button in Ribbon Workbench on the Home/Dashboard pa

    hello

    how can i select a precise quick create form because i have more than one

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