Adding a Button to a Form

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Posted on by Dineth

Hi All,

I want to add a custom button next to a field in a Dynamics 365 form. So I have used the following code and follow the instructions here-

https://www.tutorialspoint.com/microsoft_crm/microsoft_crm_html_web_resources.htm

<style>

.button {

background-color: 00bfff;

border: none;

color: white;

text-align: center;

text-decoration: none;

display: inline-block;

font-size: 10px;

cursor: pointer;

border-radius: 6px;

}

</style>

function TestClick()

{

alert("clicked!");

}

</script>

<body>

<button class="button" onclick="TestClick()">Click</button>

</body></html>

But the output is like this on the form

Can someone please tell me what am I missing. What I actually want to do is when someone click on the button I want to execute a workflow, currently W/F is executing via a button in the ribbon. First i want to get display the button on the form.

Thanks.

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Suggested answer

Aric Levin - MVP 30,190 Moderator on at

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There are a couple of things that I would check.

First, on the web resource on the form, make sure that the number of lines for the web resource is one.

Second, on the web resource, you might want to style the body, so that there is no margins and padding before the button, and possibly set the left/top properties.

Finally, although the source code that you provided seems like it should work, please verify the source code from the web resource directly to make sure that it matches what you have above. It seems like the web resource might have some extra characters in it.

Hope this helps.

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Dineth on at

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Thanks Aric, It was the source code, all good now.

Can I use the following code to execute a workflow when click the button.

function TestClick()

{

alert("clicked!");

Process.callWorkflow('ADA9DD50-7E6E-4B37-AC1A-86827F0A82C3'>,

Xrm.Page.data.entity.getId(),

function () {

alert("Workflow executed successfully");

},

function () {

alert("Error executing workflow");

});

}

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Aric Levin - MVP 30,190 Moderator on at

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It seems like you are using Process.js, so that should be fine.

It looks like you have a > sign after the workflow id that should be removed.

Besides that it looks good.

Make sure that you add process.js to the form script libraries.

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Dineth on at

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Hi Aric,

Could you please tell me how can I add the Process.js to script library. Sorry I m really new to this.

I have downloaded the solution and ends up with following files.

Could you please guide me what to do next.

I went through the following link, it says download and installs, sorry I m not 100% sure which file and how to attach this to Dynamics 365.

https://github.com/PaulNieuwelaar/processjs/wiki/Documentation

Thank you very much.

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RaviKashyap 55,410 Moderator on at

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Hi,

You need to install that solution in your organisation. Settings >> Solutions >> Import >> {Select the solution file which you downloaded}

For JavaScript basics, take a look at these blog posts -

neilparkhurst.com/.../javascript-basics

dynamicscrmpros.com/getting-started-with-javascript-form-scripting-for-microsoft-dynamics-crm-2011

Hope this helps

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Dineth on at

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HI Ravi,

I hope you meant my solution is solution.xml ?

Thanks.

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RaviKashyap 55,410 Moderator on at

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The complete zip file you downloaded from the site.

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Dineth on at

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HI Ravi,

I have added the complete Zip file and then published and attached the process.js file to form library.

When I click on the button I m getting this error, I won't get the Workflow executed successfully alert.

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RaviKashyap 55,410 Moderator on at

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Hi,

You need to add the process.js web resource as well on the form.

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Dineth on at

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HI Ravi,

I already add that

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