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Microsoft Dynamics CRM (Archived)

Synchronize fields of a form in CRM

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Hello good afternoon. I have a problem wanting to update the fields of the Opportunity entity (Amounts). I currently have this Opportunity form with a Quote Sub-grid.

6403.z.JPG

When you add a new quote, a new form is opened to be able to register in particular the amount fields.

1651.zz.JPG

When recording the Quotation record, a plugin is launched that records the amount fields of this form and updates in the Opportunity entity.

But closing the Quotation form does not automatically update the Opportunity form.

4375.zzz.JPG 

Will there be any way to update automatically?

Because when I refresh the page I see the change in the Opportunity form.

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I have the same question (0)
  • rthompson Profile Picture
    1,532 on at

    Hi

    To refresh the sub-grid you can add a "AddEventToGridRefresh" event.

    function OnLoad() {

      AddEventToGridRefresh('accountContactsGrid', AdviseUser);

    }

    www.crmanswers.net/.../bind-function-to-subgrid-refresh.html

    Also have to add the proper timing base on your plugin to complete.

  • Community Member Profile Picture
    on at

    Hello good morning.

    The sub-grid if updated.

    The problem I have is that other fields are not updated (To specify the fields in image 3)

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