Microsoft Dynamics CRM (Archived)

Save and Refresh a Quote form from HTML button

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Posted on by Emad Hanna

Hi,

I created an html button, I do simple calculations and want to save and refresh the form so the user does not have to?

I've tried.

formContext.data.entity.save("save");

and
Xrm.Page.data.entity.save();

and
//setTieout(function () {
//Xrm.Page.data.save().then(closeemailform, errorCallback);
//}, 6000);

I even tried this as it was the only thing that worked on a CRM form, but not in the html form.

Xrm.Page.data.refresh(true);

Any ideas?

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Answers (1)

Suggested answer

Kokulan 18,054 on at

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RE: Save and Refresh a Quote form from HTML button

Hi

Is there any particular reason for the first refresh?

The reason for the value reverting is that you have not forced a save after you set the values. Since you called the refresh, it reloaded the page again displaying old value.

If these fields are on Quote itself, you dont need the second refresh i think
Emad Hanna on at

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RE: Save and Refresh a Quote form from HTML button

Hi, all of the sudden I'm getting a very strange behavior. I was updating a field and then the now the field reverts to it's previous value.

For example the field had a $5 and when I press my button it changes it to $10, but then instantly it reverts back to $5. It's the craziest thing?

Here is my code.

function CalcMarginButtonClick()

{

//refresh before getting the new number

parent.Xrm.Page.data.refresh(true);

var MarTotal = window.parent.Xrm.Page.getAttribute("new_margin_total").getValue();

var TotalAmt = window.parent.Xrm.Page.getAttribute("totalamount").getValue();

var Frieght = window.parent.Xrm.Page.getAttribute("aaise_freightcost").getValue();

var Tax = window.parent.Xrm.Page.getAttribute("totaltax").getValue();

if (TotalAmt != 0 || MarTotal != 0)

{

var Margin= window.parent.Xrm.Page.getAttribute("new_marginofrevenue").getValue();

var MarRev = (MarTotal/(TotalAmt - Frieght - Tax)) * 100;

window.parent.Xrm.Page.getAttribute("new_marginofrevenue").setValue(MarRev);

window.parent.Xrm.Page.getAttribute("new_marginofrevenue").setSubmitMode("always");

parent.Xrm.Page.data.refresh(true);

}
Emad Hanna on at

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RE: Save and Refresh a Quote form from HTML button

That was the missing piece thank you again Kokulan.
Verified answer

Kokulan 18,054 on at

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RE: Save and Refresh a Quote form from HTML button

Hi

Could you please try parent.Xrm.Page.data.refresh(true); from your webresource?

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/webpage-html-web-resources

I have responded to your other post about refreshing the quote form, not sure if you have tried that as well.