web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)
Active Discussion

Solution to raise the amount of products( quotedetails or quoteproducts) in Quote entity via modal

(0) ShareShare
ReportReport
Posted on by 458

I want to add a button in the ribbon of Quote,
When The user click on that, A modal display, with two fields.
One is quote product categories that exist in that quote, that means it searches in the quote product of quote and find all the categories exists in that specific quote and then display them in  a combo box.
Another field is a textbox, which is percentage.
Something like over.JPG
The end-user clicks on the ribbon button, the modal appears, he/she gives a number to the percentage and select one of the categories; when presses apply button, it find and return all  amounts of the quote products in that quote that matches the user selected category, compute some amount based on quote total amount and the returned amounts and  and insert that computed number into a field in each quote product named overed_amount.
How can I handle this? JS or Plugin?
I prefer to this via JS rather than writing plugin, But can I pass parameters between this HTML or JS file to CRM Form/Forms?
And does anybody have any sample? like this? any suggestion?
I googled and most of Plugin are about writing simple plugin based on existing code.
Can I display modal via plugin?

*This post is locked for comments

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Opening a pop is a client side thing so plugin will not help here. You need to use javascript. However, it is not that simple with JS either, you need to create html web resource to accept the values, display the categories, and then use JS/ WEB API to retrieved the required details based on the inputs and display it in a HTML table or something.

  • Albert_ Profile Picture
    458 on at

    Do you have any sample of this work?

    Creating HTML is simple, As you said the most important part is to query the quote details and quote information from that that custom web resource, and modify them ( some compute ) and again insert them into their fields.

    In my opinion, I want to write  a js file with in the form web resource, and then call that function with my own parameters(the percentage and category )from the custom web resource,Is it possible? or the way you said, query and modify fields value from custom html?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans