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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is it possible to auto...
Microsoft Dynamics CRM (Archived)

Is it possible to auto refresh a webpage via workflow

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Posted on by Mavver 127

Is it possible to auto refresh the webpage via workflow? To give a specific example, we have a roll up field and we are using a plug in to auto refresh the roll up field....but....it wont show on the screen til the webpage is refreshed.

What we would like to do, is when a user adds a record via a subgrid, it will then update the rollup field, and then refresh the page so the user sees what has happend.

Regards

Lee

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  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Unfortunately this is not possible using workflow or plugin as they execute server side . You need to write client side logic where you can retrieve the data using Web API and based on that refresh the page or reopen the entity form using xrm method openEntityForm.

  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Mavver,

    We actually tried to do this the last project I was on and we were not able to accomplish.  We had a situation where the users were adding lines to quotes (custom entity) and when they added a line we stated that they had to refresh the screen to see the updated rollup field values.  Not the best experience, I agree, but what we had to do this.

  • Kevin Grech Profile Picture
    Kevin Grech 380 on at

    As Goutam Das said, You could set up a JS that calls an action (via a web request) that in turn calls the said workflow (or implement the workflow logic in the action itself)  and handle the refresh of the form in the JS callback

    Note that in this case you'll need CRM to refresh the data server-side (there's a request message for this in both plugins/custom actions and web api) then refresh the data from the browser (UI-wise) using Xrm (in 8.2 it's Xrm.Page.data.refresh() ). But as I said, the flow has to start from the browser, meaning you'll have to either add a new button or do some unsupported changes.

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