Need to add button in ribbon

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Posted on by Community Member

Hi Guys,

Thanks for your all previous informations and it will be very useful.

I have created new entity called credit card application form and now I need to add approve button in ribbon and once I select the button the form status should changed to Approved and same for reject process.

I have added the button in ribbon but don't know how to add that functionality. Please guide me to do this.

Thanks & Regards,

Suresh K

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T.I.A 1,760 on at

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RE: Need to add button in ribbon

These fields could be mandatory, try populating these fields then press your button and let's see what the outcome is
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RE: Need to add button in ribbon

Hi,

I have followed as per the instruction and also the java script but I got an error like "You should specify a parent contact or account". our version id is 8.0.

Could you tell me why the error is showing?

Regards,

Suresh K
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Ammar Zaied 1,670 on at

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RE: Need to add button in ribbon

Hi,

you must use the RibbonWorkBench : ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench
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T.I.A 1,760 on at

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RE: Need to add button in ribbon

So you have a button, for that button to be visible it needs a command.

go to the command for your button (if you don't have one then create one). Then where I've put a 1, click add action and make sure you select JavaScript action. You're going to want a JavaScript function that you can reference from the ribbon workbench ( 2 = web resource where the JavaScript lives, 3 = function you want to use)

function example() {

debugger;

//update

var clientURL = Xrm.Page.context.getClientUrl();

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

var req = new XMLHttpRequest();

req.open("PATCH", encodeURI(clientURL + "/api/data/v8.1/incidents(DC9E62A8-90DF-E311-9565-A45D36FC5FE8)", true)); //replace this guid with recordId

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.onreadystatechange = function () {

if (this.readyState == 4 /* complete */) {

req.onreadystatechange = null;

if (this.status == 204) {

alert("success");

}

else {

var error = JSON.parse(this.response).error;

alert(error.message);

}

}

};

req.send(JSON.stringify(

{

statecode: 0,

statuscode: 1

}));

}
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RE: Need to add button in ribbon

Hi,

I tried that one but it's not working. Can you share me the screenshot of this process along with the java script details.

Thanks for understanding
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T.I.A 1,760 on at

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RE: Need to add button in ribbon

Go to the commands for your button in the ribbon workbench and add a JavaScript action. Then you need to adapt similar code to this to change the status

syednizamsyed.blogspot.com/.../change-record-status-through-webapi-in.html

mscrmtechie.blogspot.com/.../change-record-status-using-javascript.html