Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portal Custom Entity F...
Microsoft Dynamics CRM (Archived)

Portal Custom Entity Form Need to add four buttons at the bottom

(0) ShareShare
ReportReport
Posted on by R89 135

Hi

I have a portal-->Entity Form-->Request. How do I add four buttons to the form at the bottom. I would like to have he form to have a) Save as draft b) Delete Draft c) Save Request d) Save and Close

First button will save the data on the portal form in draft mode without submitting it to further action (Status : Still in Draft). Second button will give the option of deleting the request if it is in status Still in Draft. Third button will change the status to Submitted for further processing in CRM. Fourth button will change the status to Submitted and closes the form and takes the user to Home page. Also is there a way to change the form to read only mode once it is submitted.

Form and entity are custom.

Thanks for your help

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    Onclick of that button can i call the js defined in dynammics crm. Or i can create custom button by webtemplate and bind js on and create record in crm

  • Community Member Profile Picture
    Community Member on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    Goto your entity forms, there you'll find Additional settings. Select workflow type and there you'll have to select your on-demand workflows on that particular entity. After you save and expose that form on portal you'll see a button and on click of that button your on demand workflow will be executed in the back end.

  • Community Member Profile Picture
    Community Member on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    Sir, how can we create or display button on ms crm portal and call functionality as done in crm?

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    Hi Rizwan,

    Can you create a new thread with some more details specific to your requirement? This will also help others to respond to you and help you.

  • Rizwan Aarif Profile Picture
    Rizwan Aarif 480 on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    How do we add custom javascript and bind to the newly created custom button (Ravi) ?

    I need to get a field updated which is not present on Entity Form when user submits the data.

    Can you suggest how to approach it?

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    Hi,

    You can configure multiple button for an entity form using the Action Button Configuration under advance setting.

    Refer below screenshot-

    addbutton.png

    Hope this help

  • Verified answer
    Lakshmisha Shetty Profile Picture
    Lakshmisha Shetty on at
    RE: Portal Custom Entity Form Need to add four buttons at the bottom

    Hi,

    You can add a custom button on the entity forms. On click of that button call the JavaScript function to do the necessary action in CRM.

    You can set the form to read-only using JQuery.

    Hope this will help you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,432 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans