Best way to trigger custom workflow

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Posted on by Abdul Wahab

12,119 Moderator

Hi all

I have a button from which I want to trigger custom workflow. I know How to trigger custom workflow with the help of workflow? but I want to know the best way?

Thank You

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Alagunellaikumar 6,212 on at

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RE: Best way to trigger custom workflow

Hi

use process.js

processjs.codeplex.com

community.dynamics.com/.../143712

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Shidin Haridas 3,497 on at

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RE: Best way to trigger custom workflow

Hi Abdul,

1. The recommended way would be to create a custom action and trigger it using JavaScript as recommended by Nadeeja.

2. You can also use 3rd party libraries, such as 'Process.js', as suggested by Nithya. But you will have a dependency on a 3rd party library, if you choose this method. And since, 'Process.js' is relatively new, I would not suggest this.

3. Another easy way would be to create a dummy field and have it on your form, but hidden. Modify your workflow to be triggered on change of this field.

So, your JavaScript modifies this field -> the field change triggers the workflow.

4. There is a new feature in 'Ribbon Workbench' by Scott Durow, called 'Smart Buttons'. I have not worked much with them. But I believe they can be leveraged for your scenario.

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Shidin Haridas 3,497 on at

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RE: Best way to trigger custom workflow

Hi Abdul,

1. The recommended way would be to create a custom action and trigger it using JavaScript as recommended by Nadeeja.

2. You can also use 3rd party libraries, such as 'Process.js', as suggested by Nithya. But you will have a dependency on a 3rd party library, if you choose this method. And since, 'Process.js' is relatively new, I would not suggest this.

3. Another easy way would be to create a dummy field and have it on your form, but hidden. Modify your workflow to be triggered on change of this field.

So, your JavaScript modifies this field -> the field change triggers the workflow.

4. There is a new feature in 'Ribbon Workbench' by Scott Durow, called 'Smart Buttons'. I have not worked much with them. But I believe they can be leveraged for your scenario.

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Nithya Gopinath 17,078 on at

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RE: Best way to trigger custom workflow

Hi Abdul Wahab,

You can download the Process.js library from the link below which contains the method Process.CallWorkflow.

See: https://processjs.codeplex.com/

Try the code below.

Process.callWorkflow("4AB26754-3F2F-4B1D-9EC7-F8932331567A", Xrm.Page.data.entity.getId(), function () { alert("Workflow executed successfully"); }, function () { alert("Error executing workflow"); });

Hope this helps.

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Nadeeja Bomiriya 6,804 on at

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RE: Best way to trigger custom workflow

Hi Abdul,

You can create a custom action and call it using JavaScript. Inside custom action you can call the workflow.

debajmecrm.com/.../invoke-your-custom-action-from-dynamics-crm-web-apidynamics-crm-2016

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