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Microsoft Dynamics CRM (Archived)

Save the record and change the status of the record to Submitted on the same button on the Entity Form (Microsoft Portal).

Posted on by 402

I have implemented two different buttons.

1) Save: Submits the changes on the current record. 

2) Submit: Changes the status of the record to "Submitted".

I need to perform both actions on the single button instead of two.

Is there any way to achieve this?

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  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Save the record and change the status of the record to Submitted on the same button on the Entity Form (Microsoft Portal).

    can't you use a simple CRM workflow to change the status to submitted?

    another thing you can do is using the Entity Form Metadata.. so once a record is saved you can set another attribute value

    docs.microsoft.com/.../configure-web-form-metadata

    Search for "set value on save" on the above page

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Save the record and change the status of the record to Submitted on the same button on the Entity Form (Microsoft Portal).

    Hi Mohammed ,

    I believe you  can do this using success call back  of first save, when you do save you might wait for return to confirmation of  save . For example the GUID will be return when records got created  and once you get the GUID  call another function for submit.

    docs.microsoft.com/.../save

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Save the record and change the status of the record to Submitted on the same button on the Entity Form (Microsoft Portal).

    please ignore, didnt notice this is related to portal.

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