Hello
I have a requirement to clone a custom entity record and open the record (clone) automatically in a new window.
I know we can
- create a real time workflow to clone a record
- use the function openEntityForm to open the record in new window
But I am finding a way to see how can I open the cloned record automatically?
Will be helpful if anyone can advise me please?
Regards
B
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you could create an additional lookup field, put it on the form, make it hidden, and populate it from the same workflow.
How can i get the record id in the look up field and what shall i populate from the workflow?
Hi Alex
It worked thank you very much for your help.
You have been very helpful and spent time in explaining the steps.
Regards
B
No it didn't call the alert that means it hasn't called the function.
When I refreshed the record page it showed me this exception message, does it give any clue after seeing my code?
"Uncaught ReferenceError: errorCallback is not defined"
Regards
B
Hi Alex
Thanks for your reply.
I have made the changes it has moved a step forward.
Now the lookup is getting populated on clicking the ribbon button but the record is not opening automatically :(
Let me know if I am missing something pls?
Regards
B
Hi Babu,
are you getting that "Workflow executed successfully" message?
If yes, try calling refresh right after that alert - see below. I've also removed brackets which you put after openClonedEntityXYZ.. Did you define errorCallBack somewhere - I don't see it in your code? If not, add an empty function at least:
function errorCallBack()
{
}
function triggerCloneWorkflow()
{
Process.callWorkflow("9C3AB0D5-BC11-46A5-AFF3-303123ACBCFA",
Xrm.Page.data.entity.getId(),
function () {
alert("Workflow executed successfully");
Xrm.Page.data.refresh(true).then(openClonedEntityXYZ, errorCallback);
},
function () {
alert("Error executing workflow");
});
}
Hi Alex
When I click the ribbon button the workflow fires and created the record but the below code (refreshing the form) is not taking any effect hence the lookup field is not getting updated so the cloned record is not getting opened automatically.
function triggerCloneWorkflow()
{
Process.callWorkflow("9C3AB0D5-BC11-46A5-AFF3-303123ACBCFA",
Xrm.Page.data.entity.getId(),
function () {
alert("Workflow executed successfully");
},
function () {
alert("Error executing workflow");
});
Xrm.Page.data.refresh(true).then(openClonedEntityXYZ(), errorCallback);
}
function openClonedEntityXYZ()
{
var clonedKeyDate = Xrm.Page.data.entity.attributes.get('xyz_clonedEntity');
var windowOptions = {openInNewWindow: true};
if(clonedKeyDate != null)
Xrm.Utility.openEntityForm("xyz_entity", clonedKeyDate.getValue()[0].id, null, windowOptions );
}
Can you advise me please?
Thanks
Hi Guys
Thanks for your replies.
I have created a ribbon button which will call the code below
function triggerCloneWorkflow()
{
Process.callWorkflow("9C3AB0D5-BC11-46A5-AFF3-303123ACBCFA",
Xrm.Page.data.entity.getId(),
function () {
alert("Workflow executed successfully");
},
function () {
alert("Error executing workflow");
});
}
When I click the button I am getting "Error executing workflow", is there anything that I am missing here?
Regards
B
Hi B,
that should work, too.
Although, I'm pretty sure process.js supports any type of workflows - it probably does not care that much since how you call the workflow is no different between real-time and async workflows.. What's happening on the server at that moment is different, though. For the real-time workflows they will start right away and your "client-side" will wait till the workflow has completed
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