Override OOB case button with Multi-Action

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Posted on by Community Member Microsoft Employee

Hi,

Following 'https://community.dynamics.com/crm/f/117/t/246006', am trying to override case cancel OOB button in D365 v9. I check a custom field and only when it is filled , call the OOB fucntion 'CrmService.IncidentRibbon.CommandBarActions.cancel'

 1. Js on the form...

function cancelreasoncasebutton() {

//alert("start");
Xrm.Page.getControl("ecr_cancelreason").setVisible(true);
var casereason = Xrm.Page.getAttribute("ecr_cancelreason").getValue();

if(casereason == null)
{
//alert("cancel stage");

Xrm.Page.ui.setFormNotification("Please fill Cancel Reason Field !!.","INFO","emailCheckNotification");
Xrm.Page.getControl("ecr_cancelreason").setNotification("Please Write the reason to cancel the case.");
break;
//return true;
}
else
{
// call CRM OOB function - CrmService.IncidentRibbon.GridCommandActions.cancelCase
//CrmService.IncidentRibbon.GridCommandActions.cancelCase();
CrmService.IncidentRibbon.CommandBarActions.cancel();

}

}

2. Add the function call in Action (Ribbon workbench)

After publish, When click the cancel button... Does nothing. Am i missing anything? Any pointers?

Br,Jackie

Categories:

Case Management

All responses (6)

Answers (2)

Verified answer

RaviKashyap 55,410 on at

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RE: Override OOB case button with Multi-Action

Hi,

This is happening because from the button JS, you are setting the form notification and field notification but you do not have any code/logic to remove the notifications. You can add the below method and register it on change of description/reason field. This will remove the notification from form/ field. Ensure that you use the same text "emailCheckNotification" in both places

===============

function onchangeDescription() {

var casereason = Xrm.Page.getAttribute("description").getValue();

if (casereason == null) {

Xrm.Page.ui.setFormNotification("Please fill Cancel Reason Field !!.", "INFO", "emailCheckNotification");

Xrm.Page.getControl("description").setNotification("Please Write the reason to cancel the case.");

}

else {

Xrm.Page.ui.clearFormNotification("emailCheckNotification");

Xrm.Page.getControl("description").clearNotification()

}

}

================

** Personally I will prefer just an alert instead of showing notification.

Hope this helps.
Community Member Microsoft Employee on at

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RE: Override OOB case button with Multi-Action

Thanks Arun for pointers.

There was an additional 'NaN' step and break in js... I removed them & followed according to Ravi's suggestion and it seems to work except : I can't save the record.. after i fill the description/reason field ..

@ Ravi , any step i am missing ?

thanks in advance

br,jackie
Verified answer

RaviKashyap 55,410 on at

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RE: Override OOB case button with Multi-Action

Hi,

You need to first validate if the function is tied up with the command r not. You can check this by putting just an alert in the function and then see if you get an alert or not. If youa re not getting an alert then the problem is within the command. If you are getting the alert but then the other code is not working then its the code issue. Few things which I noticed that you have break statement added which is not correct. remove that. Also ensure that the field is on the form and is visible.

I tried the same implementation on my test org for the description field and it worked as expected. On Ribbon workbench, i clicked on edit command and then instead of system javascript web resource and function, I used my custom.

Refer below-

===================

function cancelreasoncasebutton() {

alert("start12345");

debugger;

Xrm.Page.getControl("description").setVisible(true);

var casereason = Xrm.Page.getAttribute("description").getValue();

if (casereason == null) {

Xrm.Page.ui.setFormNotification("Please fill Cancel Reason Field !!.", "INFO", "emailCheckNotification");

Xrm.Page.getControl("description").setNotification("Please Write the reason to cancel the case.");

}

else {

CrmService.IncidentRibbon.CommandBarActions.cancel();

}

}

==========================
Suggested answer

Arun Vinoth 11,615 on at

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RE: Override OOB case button with Multi-Action

Hope you did customize command too. Have you tried to put debugger; to see if its invoked at all?

You can debug for any errors or broken code.
Community Member Microsoft Employee on at

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RE: Override OOB case button with Multi-Action

@Arun : Thanks for the quick reply. The link - community.dynamics.com/.../246006

And , yes I did selected customized button and also took back up of the solution from sandbox.
Suggested answer

Arun Vinoth 11,615 on at

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RE: Override OOB case button with Multi-Action

Btw, the link in your question is broken.

Before doing changes, have you right clicked & press "Customize button"? You have to do this always before customizing any OOB button. Also, take a backup before customizing Ribbon workbench.

Now, you can take a backup from other environment & import to start again.