add custom button that workflow run it

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hi,

i need to have custom button in crm form ,when click on it some workflow start to run , i dont know how can i add new button and how can i related to my workflow or plugin ? (i want when this button clicked, add record of child to my child entity attomaticlly),

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RaviKashyap 55,410 Moderator on at

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Hi Somayeh,

Its a little complex requirement and involves a bit of custom implementation. Below are the high level steps which you would need to achieve this functionality-

1.) You first need to create a workflow to achieve your requirement. It is not clear what do you mean by "add record of child to my child entity attomaticlly" so if you could share some more details, I/we can help you with it.

2) Once you are done with the workflow, test it just by running it on demand. once you are satisfied that workflow is working fine, you can then use ribbon workbench to call this workflow from a ribbon button.

I have seen you asked the same question before as well so I would suggest you to first complete the workflow part and then deal with calling it from ribbon button.

Hope this helps.

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Piyush Paliwal 817 on at

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Hi Somayeh,

You need to do the following steps

Create a blank solution in CRM

Add the entity on which you need the button to the solution you created above.

Use Ribbon Workbench to create a button. Follow the getting started guide which explains all of it https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench#Adding_a_button_to_the_Ribbon

Create an On-Demand workflow in CRM and add this workflow to the solution, you can refer this guide https://ledgeviewpartners.com/blog/create-run-demand-dynamics-365-workflows/

In the workflow logic, if you are following the guide I mentioned above, instead of choosing Update record, you need to select Create Recordstep.

Map all the fields you want by clicking the Properties button on the step.

Please ensure you map the relationship by filling in the parent entity lookup from dynamic values. Note: this is very important if you want to have this record show up in sub-grids.

Create a JavaScript web resource and write a script that will execute the workflow for you. Refer this guide, https://www.ashishvishwakarma.com/executing-workflows-using-javascript-c-sharp-example-dynamics-365/

Finally, call the script you created in Step 6 from the Ribbon button command using Ribbon Workbench.

Let me know if this helps.

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Dynamics365 Rocker 7,755 on at

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If you have on demand workflow then it is available on form, There is no need to add extra button.

That is different thing if you want to run multiple workflows on same record on a button click. In this case you have to add custom button.

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LeoAlt 16,331 Moderator on at

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Hi partner,

You should meet the following 3 conditions.

1.Custom Button

You could use Ribbon Workbench to add custom ribbons on the form.

Please refer to the link and learn how to add buttons and associate with workflow.

How to setup: https://community.dynamics.com/365/b/softchiefmicrosoftdynamics365/archive/2017/03/24/how-to-setup-ribbon-workbench

How to add ribbon: https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code

2.Custom workflow

You could develop your custom workflow using C#.

Here is the guide of Development.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/workflow/create-custom-workflow-activity

3.Register workflow

You should use Plug-in Registration Tool to register your workflow to Dynamics 365.

You could refer to this link to learn how to use this tool.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/walkthrough-register-plugin-using-plugin-registration-tool

Hope it helps.

Best Regards

Leo

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Community Member on at

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thanks ravi , i'm trying to do it

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Community Member on at

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thank you Rocker , yes i need it, because of user must see the button on the form and click it and run workflow , its not user friendly for user to run workflow and select the true one

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Community Member on at

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hi Piyush , i did step of 1 to 4 and i did not know how can i do step 5 and 6 , i will try to do this step and i think this is my problem

thank you a lot for complete answer

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Dynamics365 Rocker 7,755 on at

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You can follow below steps to add a button:

community.dynamics.com/.../call-workflow-directly-from-a-button-using-ribbon-workbench

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Community Member on at

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thanks a lot Leo

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Community Member on at

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thansk Piyush Paliwal , but i just have a problem with step 5 , i could add record to child entity with workflow step but after added the new record i want my child subgrid show the created record but after refresh the page i can see the new recordes . could you please explain more if possible ?

thanks a lot for your answer

somayeh

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