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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Saving record after op...
Microsoft Dynamics CRM (Archived)

Saving record after opening form using javascript

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Posted on by Pocia 71

Hello,

I have a case, where I'm opening the pre populated email form (using the openForm function). I need to save it immediately after opening in order to add attachments, and save operation should be performed automatically. Is it possible to achieve using javascript?

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  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi,

    Yes you could do it using JavaScript. I think you need to call js function on onload of form. Also inside function you need to check form type should be create.

  • Pocia Profile Picture
    Pocia 71 on at

    Yes Pravin, I thought about it too, but I want to save the Email after only after opening it through script invoked by ribbon button on Account, and onLoad approach would work also after I open Email form from another places in the system

  • Verified answer
    Kunal Sharma 2019 Profile Picture
    Kunal Sharma 2019 Microsoft Employee on at

    you can configure the form to get extra parameter LInk and then pass extra parameter to the form as part of form parameter of openform and as the extra parameter will come from js you can differentiate the source.

  • Verified answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi Pocia,

    As suggested by Kunal, you could pass one parameter on ribbon button action and check that parameter to save record.

    Anyway if you open email from other places that parameter will be null.

  • Pocia Profile Picture
    Pocia 71 on at

    Thank you guys, parameter based approach worked.

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