Cancel Subsequent Actions in Multi-Action Form Button

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Posted on by gqmulligan

I recently upgraded to CRM 2016 from 2011. I had a custom script that executed only when the "Resolve Case" button was clicked to validate that certain fields were filled in. This was done by having the script run when the form was saved and checking to see that the saveMode had a value of 5.

Unfortunately this no longer works in CRM 2016 because the saveMode always has a value of 1 during a normal save operation and when resolving the case so I am looking for alternative solutions.

A potential easy solution is to move the JavaScript to run when the "Resolve Case" button is clicked. I can do this using the ribbon workbench to add an action to the button but what I cannot figure out how to do is cancel the subsequent default action if validation fails so the user cannot continue to close the case. Is this possible? I could also manually call the default script from within my own script but I could not figure out how to do that from CRM 2016 either. If neither of these can work are there any other solutions to validating a case before resolving it?

I have seen that synchronous workflows are an option but there is some extra logic in the JavaScript that is not directly supported by workflows so I would like to avoid that if possible.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I would suggest to use Ribbon Workbench to override default behavior of Resolve Case action in following way:

1. Execute your validations and if something wrong - notify user why he can't close the case and just quit code execution.

2. If validations passed successfully - just call OOB "Resolve Case" function.

I've implemented exactly the same logic for "Close Opportunity as Won/Lost" and it worked fine for me.

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gqmulligan on at

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Andrew, thanks for the suggestion but I could not get that to work in CRM 2016 as I mentioned. What version are you using? My understanding is with the newer turbo forms you can no longer easily access other JavaScript files like in previous versions where they were available globally. What method are you using to call the default script?

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ashlega 34,477 on at

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Btw, there is an alternative here:

community.dynamics.com/.../150866

(create a real-time workflow for validations and stop it as cancelled with an error message)

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Here is article how you can customize Standard Buttons - https://ribbonworkbench.uservoice.com/knowledgebase/articles/81981-2-customising-standard-ribbons

Here is my instance and Case Ribbon opened in Ribbon Workbench:

So OOB function name to call OOB "Resolve Case" dialog is Mscrm.CommandBarActions.resolve.

Good luck and feel free to ask if something is not clear.

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gqmulligan on at

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Thanks Andrew. This is exactly what I needed. Sad to say I had a typo in the function that caused it to fail before and that led me down the wrong path. This does work as expected.

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Hello,

Following your steps, am trying to override case cancel OOB button in D365 v9. I check a custom field and only when it is filled , call the OOB fucntion'

CrmService.IncidentRibbon.CommandBarActions.cancel'

Added the following js to the form .

function cancelreasoncasebutton() { //alert("start"); Xrm.Page.getControl("ecr_cancelreason").setVisible(true); var casereason = Xrm.Page.getAttribute("ecr_cancelreason").getValue(); if(casereason == null) { //alert("cancel stage"); Xrm.Page.ui.setFormNotification("Please fill Cancel Reason Field !!.","INFO","emailCheckNotification"); Xrm.Page.getControl("ecr_cancelreason").setNotification("Please Write the reason to cancel the case."); break; //return true; } else { // call CRM OOB function - CrmService.IncidentRibbon.GridCommandActions.cancelCase //CrmService.IncidentRibbon.GridCommandActions.cancelCase(); CrmService.IncidentRibbon.CommandBarActions.cancel(); } }

2. And add the function call in Action (Ribbon workbench)

After publish, When click the cancel button... Does nothing. Am i missing anything? Any pointers?

Br,Jackie

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