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Hi,
So I'm using ink ribbon workbench in order to customize my ribbon I was able to create a button to call for a workflow now I'm looking for some guidance how can I create a button to call for Action that I created.
So if someone can help me to explain how can I create button to call for Action I will appreciate it.
Thanks in advance
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Hi alexyou,
Bit confused about your question. If you want to call Action (javascrit) in the Ribbon Workbench, please follow below link
crm.fueledbysleep.com/.../getting-started-with-actions
www.cobalt.net/.../ribbon-workbench-solution
If you want to call Workflow using Action by Javasctipt then please have a look below link.
dynamicscrmcoe.com/calling-custom-action-using-javascript
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/invoke-custom-actions-workflow-dialog
https://github.com/jlattimer/CRMRESTBuilder
Thanks
Justin Jose
Hi Alex,
Step1 : Add a javascript web resource like below.
function CallActionFromJavaScript() {
var accountId = Xrm.Page.data.entity.getId(); // record ID
var entityName = "account"; // Entity Name
var requestName = "Plugin_process"; // Action Name
ExecuteAction(accountId, entityName, requestName);
}
function ExecuteAction(entityId, entityName, requestName) {
// Creating the request XML for calling the Action
var requestXML = ""
requestXML += "<s:Envelope xmlns:s=\"schemas.xmlsoap.org/.../envelope\">";
requestXML += " <s:Body>";
requestXML += " <Execute xmlns=\"schemas.microsoft.com/.../Services\" xmlns:i=\"www.w3.org/.../XMLSchema-instance\">";
requestXML += " <request xmlns:a=\"schemas.microsoft.com/.../Contracts\">";
requestXML += " <a:Parameters xmlns:b=\"schemas.datacontract.org/.../System.Collections.Generic\">";
requestXML += " <a:KeyValuePairOfstringanyType>";
requestXML += " <b:key>Target</b:key>";
requestXML += " <b:value i:type=\"a:EntityReference\">";
requestXML += " <a:Id>" + entityId + "</a:Id>";
requestXML += " <a:LogicalName>" + entityName + "</a:LogicalName>";
requestXML += " <a:Name i:nil=\"true\" />";
requestXML += " </b:value>";
requestXML += " </a:KeyValuePairOfstringanyType>";
requestXML += " </a:Parameters>";
requestXML += " <a:RequestId i:nil=\"true\" />";
requestXML += " <a:RequestName>" + requestName + "</a:RequestName>";
requestXML += " </request>";
requestXML += " </Execute>";
requestXML += " </s:Body>";
requestXML += "</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/XRMServices/2011/Organization.svc/web", false);
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "schemas.microsoft.com/.../Execute");
req.send(requestXML);
//Get the Resonse from the CRM Execute method
var response = req.responseXML;
alert("Saved successfully");
}
Step 2: Add a custom button and call the above function from that custom button, below is the link for adding button ,
If you find it helpful, please mark my answer as Verified.
Best Regards,
Shahbaaz
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