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Hi all,
So I've been trying to via Javascript and the Ribbon Workbench create a quick resolve button for a case without the case resolution dialogue popping up. I've created two web resource scripts:
1. One to act as a trigger to call the actual web resource JS function that closes the incident/case. This function will call my second function and pass along as parameters the case ID and all the incident resolution details.
2. The actual function that performs the closeincident action. It will take the parameter values passed through the 1st web resource script and perform the close incident function.
I built it this way in case I want to reuse the close incident function somewhere else. For example have a button on a email that allows a user to send the email and then close the case.
Thanks to Andrew Butenko for his post on how to do this using Javascript
https://butenko.pro/2017/03/20/close-incident-using-webapi/
Below is the breakdown of each script:
1 Script to trigger the actual close incident function
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Reportfunction triggerCloseIncident (executionContext) {
var formContext = executionContext.getFormContext();
// Get the case ID so that I can pass it as a parameter to the actual close incident function
var caseIdRaw = formContext.data.entity.getId();
var caseId = caseIdRaw.slice(1, -1);
// Create variables for the incident resolution dialogue as well as the case status
var subject = 'quick resolve'
var billableHours = 60;
var resolutionDescription = ' quick resolve';
var resolutionCode = -1;
// Call the second function which does the actual closing of the incident
closeIncident(subject, caseId, billableHours, resolutionDescription, resolutionCode);
// Save and refresh the form after resolving the case
formContext.data.refresh(true);
}
2 Script to actually close the incident case
function closeIncident(subject, caseId, billableHours, resolutionDescription, resolutionCode) {
// Incident Resolution properties
var incidentresolution = {
"subject": subject,
"incidentid@odata.bind": "/incidents(" caseId ")", //Id of incident
"timespent": billableHours, //This is billable time in minutes
"description": resolutionDescription
};
var parameters = {
"IncidentResolution": incidentresolution,
"Status": resolutionCode
};
var context;
if (typeof GetGlobalContext === "function") {
context = GetGlobalContext();
} else {
context = Xrm.Page.context;
}
var req = new XMLHttpRequest();
req.open("POST", context.getClientUrl() "/api/data/v9.1/CloseIncident", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(parameters));
}
I then tested this function by using a two option field on the case form and it works perfectly.
I now want to instead of adding it as a field on the form itself and triggering the quick resolve from the form to instead create a button on the command bar which will call my javascript function 1 which then calls my javascript function 2. The problem is that I'm not sure how to get the case ID from the form via the ribbon workbench. You can see I'm using
to get the case ID to pass to the other function but I'm assuming you can't do this on the ribbon workbench. Also I'm not sure how to perform the same save and refresh action that I'm able to perform using:
Any help would be greatly appreciated.
Hi a33ik
I think you are right. I did have the close incident function run asynchronously. I instead put formContext.data.refresh(true) after the closeincident method runs successfully.
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Answers (
function closeIncident(subject, caseId, billableHours, resolutionDescription, resolutionCode,formContext,buttonContext) {
// Incident Resolution properties
var incidentresolution = {
"subject": subject,
"incidentid@odata.bind": "/incidents(" caseId ")", //Id of incident
"timespent": billableHours, //This is billable time in minutes
"description": resolutionDescription
};
var parameters = {
"IncidentResolution": incidentresolution,
"Status": resolutionCode
};
var context;
if (typeof GetGlobalContext === "function") {
context = GetGlobalContext();
} else {
context = Xrm.Page.context;
}
var req = new XMLHttpRequest();
req.open("POST", context.getClientUrl() "/api/data/v9.1/CloseIncident", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success
if (buttonContext === 'Form') {
// Reload and save the form so that it displays the case as resolved
formContext.data.refresh(true)
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(parameters));
}
To be honest I have no idea why. You can try few other alternatives:
formContext.data.entity.refresh();
or
Xrm.Navigation.openForm passing required parameters that point to your case.
Can I see your closeIncident method? If it's doing the update in async way refresh happens before the update.
Thanks Andrew a33ik
Love your work and I always follow your blog. I've done that and have the updated code below. The strange thing is it's not reloading the page after the incident is closed. I expect as soon as I click on the quick resolve incident button
function ribbonQuickResolveTrigger (PrimaryItemIds,PrimaryControl) {
var caseId = PrimaryItemIds[0].slice(1, -1);
var formContext = PrimaryControl;
var subject = 'quick resolve'
var billableHours = 60;
var resolutionDescription = 'quick resolve';
var resolutionCode = -1;
closeIncident(subject, caseId, billableHours, resolutionDescription, resolutionCode);
formContext.data.refresh(true);
}
Any ideas why?
Basically I need the form refreshed so that it shows to the person who's pressed the quick resolve button that the case has indeed been resolved and that it's now locked from editing. At the moment when I click Quick Resolve. Nothing happens even though I know in the background it has resolved the case. I still need to do a hard refresh of the page in order to see that the case is now resolved.
Hello,
Thanks for reading my blog. If you want to call your code from ribbon to get form context you should pass primarycontrol as a parameter to method - www.magnetismsolutions.com/.../getting-dynamics-365-formcontext-from-ribbon-workbench
Ok so I managed to get the Case ID by passing the PrimaryItemIds CRM Parameter.
I then updated my ribbon button trigger code to the below:
function ribbonQuickResolveTrigger (PrimaryItemIds) {
var caseId = PrimaryItemIds[0].slice(1, -1);
var subject = 'quick resolve'
var billableHours = 60;
var resolutionDescription = 'quick resolve';
var resolutionCode = -1;
closeIncident(subject, caseId, billableHours, resolutionDescription, resolutionCode);
/* BIG QUESTION IS HOW DO I MIMICK THE RELOAD AND SAVE ACTION OF:
formContext.data.refresh(true);
*/
}
EDIT:
Ok so I figured out how to get the formContext via the ribbon by passing the PrimaryControl parameter through. Below is the updated code but the refresh and save isn't happening instantly after the case is resolved. I still need to refresh the page manually to see that the case status has been changed to resolved.
function ribbonQuickResolveTrigger (PrimaryItemIds,PrimaryControl) {
var caseId = PrimaryItemIds[0].slice(1, -1);
var formContext = PrimaryControl;
var subject = 'quick resolve'
var billableHours = 60;
var resolutionDescription = 'quick resolve';
var resolutionCode = -1;
closeIncident(subject, caseId, billableHours, resolutionDescription, resolutionCode);
formContext.data.refresh(true);
}
Not sure why this is happening. Is it because the form is reloading before the incident is resolved?
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