Microsoft Dynamics CRM (Archived)

Ribbon Workbench Button trigger workflow

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Posted on by Joelon

Hi Everyone,

I have a requirement that will create a record from a custom ribbon button.

I have created the custom workflow activity that will trigger on the click of the button.

How to call the workflow from the custom ribbon button(via ribbon workbench) and open the created record?

Thank you in advance.

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Aric Levin - MVP 30,190 Moderator on at

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Take a look at the following link. It should help you out:

ribbonworkbench.uservoice.com/.../132235-create-a-workflow-short-cut-ribbon-button-no-code

You can also use Smart Buttons with Ribbon Workbench, which will allow you to achieve the same results:

community.dynamics.com/.../smart-buttons-in-the-ribbon-workbench

Hope this helps.

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Joelon 30 on at

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Hi Aric,

Thank you for your response.

Is it possible to bypass the workflow confirmation dialog? Or should I go to use an Action instead of workflow?

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HarryZang 240 on at

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If you just want to use a ribbon to create a new record, I think custom action may be a better choice.

Inside the ribbon JavaScript, you can use code to call the custom action. The technical details can be found in the following link.

https://community.dynamics.com/crm/b/microsoftdynamicscrmandstuff/archive/2016/01/13/web-api-executing-custom-action-via-javascript

or

you can use add the create record function inside the ribbon JavaScript by using client side web-api

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Aric Levin - MVP 30,190 Moderator on at

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Hi Joelon,

Workflows will display the confirmation dialog. This is an out of the box feature.

You can call a custom action, but for that, in Ribbon Workbench, you will have to call a JavaScript function that will call an action.

See the following article to configure Ribbon Workbench for that scenario.

community.dynamics.com/.../creating-a-ribbon-button-using-ribbon-workbench-to-call-a-javascript-action

For executing the action you can use either webapi or process.js

Hope this helps.

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Preeti Sharma 2,678 on at

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Hi,

You can call workflow from ribbon button using javascript. Create a javascript method that will trigger workflow. Call this method on click of button from ribbon workbench.

Below links may help you:

1. stackoverflow.com/.../start-workflow-with-javascript-in-dynamics-crm-2016

2. thabisomotloung.wordpress.com/.../execute-a-workflow-using-javascript

Hope this helps:)

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Joelon 30 on at

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Hi Aric,

I tried this one but it did not call the function on my script.

Also, I checked the Console of my browser via Inspect Element and I get this error when I click the button.

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Joelon 30 on at

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Sorry guys,

looks like I need to call an action from the button click instead of calling the workflow.

It just do nothing when I click the button.

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sandeepstw 4,601 on at

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Hi,

You can debug js in browser. Please check this link for more information.

blogs.msdn.microsoft.com/.../debugging-custom-javascript-code-in-crm-using-browser-developer-tools

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Joelon 30 on at

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Hi Everyone,

Can you help me on this error?

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