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D365 force record save, server side on update

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Posted on by CgRuMy

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Hi All,

I want to know if there is a way to save (force) a record server side on an update?

it cannot be JavaScript as that only runs client side - meaning when a user open the record - no one will ever open these records... so the auto save option will also not work as that is client side as well (i think)

i'm creating a record via a workflow and the record has calculated field which populates another field after the create. This causes the record to be in an unsaved state...

I need to somehow save the record... either with a workflow or a plugin or flow?

many thanks!

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Vijay Tailor 431 on at

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Hi Cg,

you can try wirth xrm function (like Xrm.Page.data.refresh and Xrm.Page.data.save) that will help you to save data at the server level

you can check below-mentioned URL. hope it will help you.

carldesouza.com/.../

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Brandon Sambat on at

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I think another option would be to create a plugin that run against an update or change. This could execute against the backend to perform a save.

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CgRuMy 397 on at

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Hi Vijay, surely this will only execute when on the form? meaning client side as its script

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CgRuMy 397 on at

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Hi Brandon, you don't maybe have the source code lying around somewhere haha? i dunno how to write plugins... thanks

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Mahendar Pal 45,095 on at

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Not sure I understand it correctly but if you are creating record through the server side process and calculated field is triggered it will be automatically saved. Can you share some more details how it is not saved.

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CgRuMy 397 on at

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Hi, the workflow creates the record, after create the calculated field is triggered and it sets another field (on the same record) to a value. This "set" causes the record to go into a unsaved state. I need to somehow force 'save' this change without opening this record...

thanks

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