Allow Synchronous on-demand workflows to refresh the user's form

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Posted on by Community Member

Hi,

We have a synchronous on-demand workflow that executes logic and then deactivates the record. After the workflow finishes executing, it does not refresh the UI. So, the user does not know if the workflow they activated actually deactivated the record.

Here's an article on the exact same question. Except that in our case, it's an on-demand workflow.
https://ideas.dynamics.com/ideas/dynamics-crm/808620

Any ideas on how to accomplish the form refresh while customizing as little as possible? We have CRM 2013 On-premise.

Best,
Tony

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RE: Allow Synchronous on-demand workflows to refresh the user's form

Thank you all for the responses!

Kylie: We will proceed with your suggestion.
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gdas 50,091 Moderator on at

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RE: Allow Synchronous on-demand workflows to refresh the user's form

I think Kylie and Ravi are correct you need customization for that. You can introduce new button in ribbon and onclick of the button you can run the workflow and the refresh the form by using Xrm.Page.data.refresh().

Here is the code for run workflow using JavaScript

//Get the workflow id

var workFlowName = "myWorkFlow";

var workFlowId = "";

var xmlData = Xrm.Page.context.getClientUrl() + '/XRMServices/2011/OrganizationData.svc/WorkflowSet?$select=WorkflowId&$filter=StateCode/Value eq 1 and ParentWorkflowId/Id eq null and Name eq \'' + workFlowName + '\'';

var xmlHttp = new XMLHttpRequest();

xmlHttp.open("GET", xmlData, false);

xmlHttp.send();

if (xmlHttp.status == 200) {

var result = xmlHttp.responseText;
workFlowId = //------ (write logic to parse workflow id from xmlHttp object)

}

//Calling workflow

var functionName = "executeWorkflow >>";

var query = "workflows(" + workflowId.replace("}", "").replace("{", "") + ")/Microsoft.Dynamics.CRM.ExecuteWorkflow";

var data = {
"EntityId": accountId
};

var req = new XMLHttpRequest();

req.open("POST", encodeURI(Xrm.Page.context.getClientUrl() + "/api/data/v8.1/" + query), true);

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.onreadystatechange = function() {

if (this.readyState == 4 /* complete */ ) {

if (this.status == 204) {

//success callback this returns null since no return value available.

} else {

//error callback

}

}

};

req.send(JSON.stringify(data));
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RaviKashyap 55,410 Moderator on at

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RE: Allow Synchronous on-demand workflows to refresh the user's form

I think the option Kylie has suggested would be best for you as it involves less customization. You could also try a ribbon button and then from that ribbon button run your workflow followed by refresh the entity. This would requires more customization i.e. creating a ribbon, adding javascript code to run workflow and the refresh the entity.

Hope this helps.
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KylieKiser 2,174 on at

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RE: Allow Synchronous on-demand workflows to refresh the user's form

You cannot refresh the form with an on-demand workflow.

Instead of triggering on-demand you could use a field on the form (checkbox to start the process) then use a Real-time workflow. If you have this fire on the save you should be able to have the save occur, implement your logic, and deactivate the record all as part of the save action. So the form will refresh.