Auto Save A form that is created from a workflow

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hey every one hope you are well

i have a form that is created from a workflow and i have have some business rules and workflows that is activated after the record creation which force the user to enter to the from to save it ,if possible how can i make the system auto save the form after its already created and without the user Interventions with the form at all do not open it or anything.

Best Regards

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sardar ahmed 520 on at

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Hi Alaa Mezian crm,

Usually, when ever a form is updated through workflow or business rule, it will be saved automatically.

Check any script which you have on form load, and add the below line to the end of the function which is called on load.

if (Xrm.Page.data.entity.getIsDirty()) {

Xrm.Page.data.save();

}

else you can add the system setting to automatically save the form when ever a change has been made as below

Regards

Sardar Ahmed

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Will thanks alot sardar thats clearfy some stuff ,i should now refraise the question formula

is there any way that the business rule will be activated without opening the form <is there an alternative if so please inform me.

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sardar ahmed 520 on at

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Hi Alaa Mezian crm,

Yes, business rules can be executed at the server side, without the need of opening the form. To do this, just change the scope of business rule to "Entity".

Please refer the below link for more details.

http://www.inogic.com/blog/2014/09/business-rule-updates-in-dynamics-crm-2015/

Thanks and Regards

Sardar Ahmed

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thanks sardar for the feed back

i am facing a problem setting the scope of the business rule to an entity scope

that might be occurring because the record form that the business rule will be applied for is created from a workflow i gusse

any way i am facing this error run validation fauiler you cant create this rule because its contain cyclical reference

please keep in mind after the record is created from a workflow a business rule will apply to calculate something which change some fields values Now i want all this to autosave with the user interaction with the created form and by that i mean without opening it , save it , or update it ,Also after some transaction occur another business rule will be triggered based on some conditions here two i dont want the user to save i want the form to auto save everything ,Sorry for the long reply but i am trying to clarify my issue

Best Regards

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Hi there!

There are many choices when it comes to CRMs: Salesforce, Zoho, SugarCRM, Dynamics, Oracle, Zendesk, among others. All these systems have different features suited for different business sizes and needs. Which works best depends on your situation, but the best way to maximize these CRMs is to integrate them with phone systems and other apps.

You can do this with a CTI software like Tenfold. Tenfold taps the data in your CRM and connects it to your phones to streamline the sales call workflow and help your sales team achieve better results. Tenfold is also equipped with other functions to integrate leads, create tasks faster, save call data and track emails.

Here is the link: www.tenfold.com/.../dynamics

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