Dashboards creating a Save and Close button

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Posted on by yify

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Hi,

I have a requirement to create a save and close button on the dashboard page.please advise the step by step with code on how I can achieve this.

Thanks

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LeoAlt 16,331 Moderator on at

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RE: Dashboards creating a Save and Close button

Hi partner,

Do you want to add a "Save and Close" ribbon on dashboard edit page? If so, please follow the below steps.

1.Create a new unmanaged solution and add Application Ribbons in it.

2.Open this solution in ribbon workbench, find "Mscrm.DashboardEditorTab" in Home area.

3.Add a new ribbon named "Save and Close" beside Close ribbon. In its command, choose OOB command "Mscrm.FormEdiotrTab.SaveButtons.Controls.Buttons.SaveAndClose".

And choose the right icons. Pubulish.

4.Here's the result.

It worked very well.

Hope it helps.
Best Regards,

Leo

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yify 1,023 on at

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RE: Dashboards creating a Save and Close button

Hi Leo,

Thanks for the in detail steps. In the 3 rd step, I am not seeing a ln option to select the Mscrm.FormEdiotrTab.SaveButtons.Controls.Buttons.SaveAndClose. please advise should I create the command or is it available directly for you to select.

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LeoAlt 16,331 Moderator on at

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RE: Dashboards creating a Save and Close button

Hi partner,

First we should find an existing "Save and Close" ribbon, and then right-click it and select "customise command".

And then we will be able to find this command in the Commands area.

Then choose this command in our new save&close ribbon and publish.

The commands of different "Save&Close" ribbons may be different, don't worry about that, we could choose this command in our new ribbon directly.

Best Regards,

Leo

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