Microsoft Dynamics CRM (Archived)

How to trigger a workflow on Save Button in CRM

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Posted on by Razim Khan

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Hi Everyone,

there is a requirement , that how to trigger a custom workflow when save button is clicked in dynamic crm.

any help will be appriciated. thanks

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Vardhan 65 User Group Leader on at

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Hi Razim Khan,

call TriggerWorkflow() below function on save of the record.

//function to run the workflow

function TriggerWorkflow() {

try {

if (Xrm != 'undefined' && Xrm != null) {

var entityId = Xrm.Page.data.entity.getId();

alert("entityId: " + entityId);

if (entityId != 'undefined' && entityId != null) {

CallWorkflow(entityId);

}

}

} catch (e) {

alert("RunWorkflow error >> " + e.description);

}

}

function CallWorkflow(entityId) {

/*Generate Soap Body.*/

var request = "" + "<request i:type='b:ExecuteWorkflowRequest' xmlns:a='schemas.microsoft.com/.../Contracts' xmlns:b='schemas.microsoft.com/.../Contracts'>"

+ "<a:Parameters xmlns:c='schemas.datacontract.org/.../System.Collections.Generic'>"

+ "<a:KeyValuePairOfstringanyType>"

+ "<c:key>EntityId</c:key>"

+ "<c:value i:type='d:guid' xmlns:d='schemas.microsoft.com/.../Serialization'>" + entityId + "</c:value>"

+ "</a:KeyValuePairOfstringanyType>"

+ "<a:KeyValuePairOfstringanyType>"

+ "<c:key>WorkflowId</c:key>"

+ "<c:value i:type='d:guid' xmlns:d='schemas.microsoft.com/.../Serialization'>5AE89DDD-8F82-4A50-9A56-771A6CF9778B</c:value>"

+ "</a:KeyValuePairOfstringanyType>"

+ "</a:Parameters>"

+ "<a:RequestId i:nil='true' />"

+ "<a:RequestName>ExecuteWorkflow</a:RequestName>"

+ "</request>";

try {

//Call the function to execute the workflow

XrmServiceToolkit.Soap.Execute(request);

} catch (e) {

alert("TriggerWorkflow error >> " + e.description);

}

}

Note: The below code uses XrmServiceToolkit. Please find the same at the following link xrmservicetoolkit.codeplex.com

In the above code you need to pass Workflow Id/Guid as we passed here “5AE89DDD-8F82-4A50-9A56-771A6CF9778B”.

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Razim Khan 150 on at

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in above code i only need to pass my workflow GUID ??

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Community Member on at

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Hi,

Why don't you register your custom workflow on the update of the record? It will be triggered every time you save it.

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M.Azwar Alam on at

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Hi

1- Trigger your custom workflow on on field change

Mark answer as verified, if it works for you

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Vardhan 65 User Group Leader on at

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Yes you only need to pass Guid of the Workflow. Easy way is to register your custom workflow on change of the Updating Fields as suggested other.

Mark as verified if that works

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Community Member on at

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Hello,

You can try doing it with the Process.js library.

here processjs.codeplex.com

And with this snippet you could trigger your workflow.

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 you.

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ashlega 34,477 on at

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+1 for Guillaume

Why do you need to trigger it manually (through javascript) if you can simply register it on the create of the record and on the update of the attributes? (which is the same as triggering it onsave, essentially)?

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Razim Khan 150 on at

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thanks Guillaume Domont

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