Refresh form after custom button action

(0) Share

Report

Posted on by Community Member

Hi all,

I have a command button on my form created in ribbon workbench. this button runs a real time workflow that creates a new record in another entity and also updates a field on the current form.

This all works fine except i also want the current form to refresh afterwards to show the field update rather than having to press F5.

I have a web resource to refresh the form which works as ive tested directly on the form however when i try to run this via ribbon workbench after the workflow command nothing seems to happen.

Not sure what ive done wrong here?

*This post is locked for comments

I have the same question (0)

All responses (17)

Answers (0)

Royal King 27,686 on at

Like (1)

Report

If you have below script in your custom button it will refresh your form

Xrm.Utility.openEntityForm("entityname",recordGuid); // replace entityname and guid

Was this reply helpful? Yes No
ScottDurow 21 on at

Like (0)

Report

This should work since actions will execute in sequence, waiting for the previous to complete.

If you use Xrm.Page.data.refresh(false); it will refresh your form.

Why don't you simply put this after the call to the Custom Action - since it's probably done via an Async http call?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks but still no luck. The workflow fires but the form does not refresh.

Javascript web resource is simply as below:

function refreshform () {

Xrm.Page.data.refresh(false);

}

Thanks

Was this reply helpful? Yes No
Jharana Baliyar Singh 2,667 on at

Like (0)

Report

Hi Terry,

please try on this below links,

stackoverflow.com/.../crm-2013-javascript-form-reload-on-attribute-onchange-crashes-on-ie9-10-11-but-w

www.crmanswers.net/.../the-xrmpagedatarefresh-method.html

Hope it may help you!!

Thanks,

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks but this does not help. I can refresh the page with no problem. I just cant get it to work via Ribbon workbench after my workflow has run.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Anyone got any other ideas on this one?

Was this reply helpful? Yes No
ScottDurow 21 on at

Like (0)

Report

Could you post your ribbon xml and I will take a look.

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

Terry,

Have you tried using another method:

missdynamicscrm.blogspot.sg/.../the-difference-xrmpagedatarefresh-vs-crm-utility-openentityform.html

Thanks.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Terry,

Wondering if you can trace the sequence of events to find why the page is not refreshing.

btw, could you please share the screen with the button you placed?

good luck,

harihar

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Scott, here is the xml. thanks.

<RibbonDiffXml>

<CustomActions>

<CustomAction Id="new.new_opportunities.Button1.Button.CustomAction" Location="Mscrm.Form.new_opportunities.MainTab.Workflow.Controls._children" Sequence="10">

<CommandUIDefinition>

<Button Command="new.contact.Form.RunWorkflow1.Command" Id="new.new_opportunities.Button1.Button" Image32by32="/_imgs/ribbon/runworkflow32.png" Image16by16="/_imgs/ribbon/StartWorkflow_16.png" LabelText="$LocLabels:new.new_opportunities.Button1.Button.LabelText" Sequence="10" TemplateAlias="o1" />

</CommandUIDefinition>

</CustomAction>

<CustomAction Id="new.new_opportunities.Button2.Button.CustomAction" Location="Mscrm.Form.new_opportunities.MainTab.Save.Controls._children" Sequence="80">

<CommandUIDefinition>

<Button Command="new.contact.Form.RunWorkflow1.Command" Id="new.new_opportunities.Button2.Button" Image32by32="/_imgs/ribbon/runworkflow32.png" Image16by16="/_imgs/ribbon/StartWorkflow_16.png" LabelText="$LocLabels:new.new_opportunities.Button2.Button.LabelText" Sequence="80" TemplateAlias="o2" />

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

</Templates>

<CommandDefinitions>

<CommandDefinition Id="new.contact.Form.RunWorkflow1.Command">

<EnableRules>

<EnableRule Id="Mscrm.FormStateNotNew" />

<EnableRule Id="Mscrm.RunWorkflowPrimary" />

<EnableRule Id="new.new_opportunities.EnableRule2.EnableRule" />

</EnableRules>

<DisplayRules />

<Actions>

<JavaScriptFunction FunctionName="Mscrm.FormAction.launchOnDemandWorkflowForm" Library="/_static/_forms/form.js">

<CrmParameter Value="PrimaryEntityTypeCode" />

<StringParameter Value="76B48F49-DBB3-4784-A103-F6BEE7F52836" />

</JavaScriptFunction>

<JavaScriptFunction FunctionName="refreshform" Library="$webresource:new_refresh_form" />

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules />

<DisplayRules />

<EnableRules>

<EnableRule Id="new.new_opportunities.EnableRule2.EnableRule">

<CustomRule FunctionName="displayconverttobid" Library="$webresource:new_convert_to_bid_button" Default="false" />

</EnableRule>

</EnableRules>

</RuleDefinitions>

<LocLabels>

<LocLabel Id="new.new_opportunities.Button1.Button.LabelText">

<Titles>

<Title description="Convert to Bid" languagecode="1033" />

</Titles>

</LocLabel>

<LocLabel Id="new.new_opportunities.Button2.Button.LabelText">

<Titles>

<Title description="Convert to Bid" languagecode="1033" />

</Titles>

</LocLabel>

</LocLabels>

</RibbonDiffXml>

Was this reply helpful? Yes No