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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Create a button that closes multiple records

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Posted on by 45

Hi everyone!

As the title mentions I'm trying to create a button that closes multiple records. I've created a workflow that does this but when I've added it to the ribbon through Ribbon workbench in XRMToolBox I'm unable make it appear after several attempts. I noticed that in the new UI to edit apps there is a direct way to add buttons and commands etc right there, we can easily add FX commands or javascripts there.

Since I'm no master at javascript I'd like to use FX, if this isn't possible i would very much appreciate the help with javascript but it will just be a bit more figuring out for me.

What I'm trying to achieve:

Close Opportunities
(Prefferably) only show button if multiple records are selected
Use fx, or javascript if not possible

I have the same question (0)
  • Suggested answer
    moko33 Profile Picture
    1,788 on at

    Here's a way to create appropriate Power FX command for the new Command Designer:

    www.develop1.net/.../how-to-update-multiple-records-in-a-model-driven-app-grid-using-power-fx-commanding

    In Visibility formula I think you can use this formula:

    CountRows(Self.Selected.AllItems) > 1

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Use patch function to close the opportunity records

    jukkaniiranen.com/.../

  • HtFranzen Profile Picture
    45 on at

    moko33 

    I'm unsure what to use as field names etc. It looks in the guide you sent that I'm supposed to use display name of fields, not schema names, is this correct?

    If display name, how does this work when having multiple languages available in the system?

    What we need to set are the fields with asterix in the image, however this is in Norwegian and I'm suspicious about using letters not in english alphabet in the formula.

    7651.Sk_E400_rmklipp.PNG

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Yes we need to use display name and in English.

    You will be auto suggested the field name when you start writting power fx formula

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