Share
ReportI want to clone a record and immediately opens in another tab of the browser.. Can you pls guide me to proceed on this
You’re offline. This is a read only version of the page.
524
I want to clone a record and immediately opens in another tab of the browser.. Can you pls guide me to proceed on this
Yes sir, I made the plugin that duplicates one selected record using ribbon button with JavaScript Web Resource,
You need the ID to the record you want to duplicate, I get it from SelectedIds property on ribbon button
First you do Xrm.WebApi.retrieveRecord, where you need to delete all the keys starting with "_yourorgname", delete the id, and format the lookups (If these steps are not clear I can explain in more detail)
After that INSIDE the then in retrieve record you call an async function which will look like this:
All responses (
Answers (
var duplicateAndOpen = async (recordName, data, pControl) => {
try {
var newRecord = await Xrm.WebApi.createRecord(recordName, data);
await pControl.refresh();
entityFormOptions["entityName"] = recordName;
entityFormOptions["entityId"] = newRecord.id;
Xrm.Navigation.openForm(entityFormOptions);
} catch (err) {
console.log(err);
}
};Hi,
You need to check out our Click2Clone add-on that does exactly what you want. It clones a Microsoft Dynamics 365 CRM record and opens the cloned record in a new tab. Also, it gives you the provision to add a suffix or prefix to the cloned record for easy distinction from the original record. And all this in just 1 click and for both custom and OOB entities.
You can download it from our website or from Microsoft Commercial Marketplace AppSource, for get a 15-day free trial.
Click2Clone is a preferred app on AppSource and is one of the most loved apps from Inogic’s suite of 15+ Microsoft Dynamics 365 CRM / Dataverse apps. It not only clones a single record, but also clones multiple records in one go, creates multiple copies of a single record, and also does deep cloning. Also, with Click2Clone, cloning a record from one entity to another entity also becomes easier.
Watch our short demo video to get a better understanding of our 1 Click Dynamics 365 CRM Records Cloning app Click2Clone.
Thanks!
Hi,
You can use the level up extension in chrome browser as shown below:
Nothing in this post....
But already I tried like this..
Creating a custom action, from that im invoking custom workflow. In custom workflow I have done the business logic for cloning, and it works. But I need to receive the cloned record's guid and it has to be open in another window.
So, I created a out argument in Custom Action, and assign the value through out argument in custom workflow, but in javascript, it shows null value.
See this post, us.hso.com/.../..
You can do it with javascript or use Plugin/Custom Workflow based on your exact need...
Hope this helps...
Cheers,
PMDY
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156