Refresh web resource/form AFTER record save

(0) Share

Report

Posted on by Shidin Haridas

3,499

Hi All!

Historical Context
I have a custom HTML web resource placed on the Quotes form.
The HTML web resource uses the 'Record ID' to determine if the web resource has to be loaded or not.
So, if record Id is null (as in the case of a new record), we display a message saying 'Save this record to enable the content'.
However, after save of the record, the web resource does not refresh on its own (since the record ID is null).

If I manually refresh the page after the record is saved, the HTML web resource gets a valid 'Record ID' and then loads the web resource.

Requirement
On reading through the MSDN blogs, I came across two ways to achieve this:
1. Refresh the Form AFTER Save of the record.
2. Refresh the web resource AFTER Save of the record.

When exactly are the events registered on the 'OnSave' of a form triggered?
Are they triggered prior to save or after the save of the record? Where do I specify this?

Thanks in advance!

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (2)

Verified answer

Hemant Kumar Sahu 1,829 on at

Like (0)

Report

Hi Shidin,

Created a function (eg. onAfterSave) and call his function on ModifiedOn change event.

So when ever you save record Modifiedon field gets updated. You may use below code to refresh your page:

Xrm.Page.data.refresh();

or

var name = Xrm.Page.data.entity.getEntityName();

Xrm.Utility.openEntityForm(name, GuidOfRecord);

Hope this will help you!!

Thanks

Hemant

Was this reply helpful? Yes No
Verified answer

Biplab Singha on at

Like (4)

Report

Hi Shidin,

The normal behaviour of CRM is it use to Cache web resource on Form Load so after Save when onload method use to fire it skips the Webresource load . So if you want to reload the web Resource I will suggest you use Below javascript Method and call it on onlaod then it will force the web resource to refresh

function refreshWebResArea() {

var webResArea = Xrm.Page.ui.controls.get("WebResource_Name");

webResArea.setSrc(webResArea.getSrc());
}

Was this reply helpful? Yes No
Shidin Haridas 3,499 on at

Like (1)

Report

Hi Hemant,

Thank you for your response.

You are right, I should attach my event to the 'Modified On' date change event if i want it to be triggered AFTER the save of the record.

Was this reply helpful? Yes No
Shidin Haridas 3,499 on at

Like (0)

Report

@Biplab,

This does indeed solve the issue, Thank you so much! :D

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Hemant Kumar Sahu

I am in a similar position as well and this is very helpful but i just have one question. I only want to trigger the after on save function when the record is created. So could i place the trigger point on Created On field instead of the Modified On field to stop this triggering every time it is saved and only on the initial save event? If not and i have to trigger it on the Modified On field, will the getFormType() function still return 1 for a create form so i can filter out when it will get triggered?

Thanks in advance

Was this reply helpful? Yes No
Suggested answer

Hemant Kumar Sahu 1,829 on at

Like (1)

Report

Hi Brad.Sturgess,

Yes, you can trigger your method on Create On change event, that should work.

Please comment if you need any help.

Thanks

Hemant

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Please check here-

msdynamiccrmcustomizations.blogspot.com/.../call-after-save-event-on-ms-crm-365-form.html

Was this reply helpful? Yes No
Suggested answer

Kjeld Poulsen 180 on at

Like (0)

Report

For version 9 onprem, and for unified interface above code will not work, because setting the src on webresource to same value as now will prevent the refresh, so you first need to set it to something else

Instead of listen to onSave, that will fire before the save event actually happens, i listen on modifiedon changed...

You get the "Page" object in below by parsing the execution context to your on load;

// in the onload method

Page = null;

function onLoad(executionContext) {

Page = executionContext.getFormContext();

Page.getAttribute("modifiedon").addOnChange(updateIframe);

}

function updateIframe() {

var myFrame = Page.getControl("WebResource_mypage");

var src = myFrame .getSrc();

myFrame.setSrc("about:blank");

setTimeout(function() { myFrame.setSrc(src) },100);

}

Was this reply helpful? Yes No