Auto-refreshing views / grid in dynamics CRM 2015

(0) Share

Report

Posted on by Hammad Ahmed

Hi Experts,

Is there a way to auto-refresh the views in Dynamics CRM? Consider the following example:

We have 2 views 'Active Contacts' and 'Inactive Contacts'. The view 'Active Contacts' has a custom action 'Move to Inactive'. When I select a record on this view and select the custom action then it changes the status of the contact record to 'Inactive' through a workflow that is called on selecting that action. After that the 'Active Contacts' view does not refresh itself. I need to auto-refresh this view after every 30 seconds to see that inactive record has moved out of the active contacts view.

Best Regards,

Hammad

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (1)

Suggested answer

SONU 193 on at

Like (0)

Report

Hi hammad,

I think there is a way to do so, but its not a standard feature, its a unsupported way to get it done,

you can refer this article and try it, hope this will work.

http://bruce.windram.co.za/?e=12

Thank you

Nidheesh

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

As of now there is no way to do it in a supported way. But you can have one work around as explained below.

crmtipoftheday.com/.../auto-refresh-crm-dashboard

Just try it out.

Mansoor

Was this reply helpful? Yes No
Anil-CloudFronts on at

Like (0)

Report

We were looking for something similar as well. For Support Queues! But there is no auto refresh option except for the dashboards auto refresh option mentioned below by Mansoor. This would be very important feature to have. We have auto save, now we need auto refresh.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report

We have recently accomplished this by adding a custom button on the view. We used the following JS in the Enable rule of this button.

OnRibbonButtonClicked = function(grid){

setTimeout(function fs(){

document.getElementById("crmGrid").control.refresh();

}, 9000);

return false;

}

This Enable rule will hide the custom button but will refresh the View after every 9000ms. This is an unsupported way but works like a charm :)

Thanks,

Yousuf Ali

Was this reply helpful? Yes No
Anil-CloudFronts on at

Like (0)

Report

Thank you Yousuf. One of our Sr. Devs is going to try this today. I will update you!

Was this reply helpful? Yes No
Anil-CloudFronts on at

Like (0)

Report

Hi Yousuf,

So we were able to deploy this on the service queue view. We also removed the custom button and made it auto enabled so that if you are on that view. It will refresh. We set the refresh to 60 seconds. It seems to work quite well. But several times we see it doing refresh in quick intervals that are spaced 1-2 seconds apart, then it does the 60 second interval and again the quick interval. Not sure if you have faced this before. But Thanks again for showing this solution!

Warm Regards,

Anil

Was this reply helpful? Yes No
GKilpatrick 40 on at

Like (0)

Report

I'm a complete newbie and have no idea how I would create a button on the Queue view. I've had a look at the Ribbon Workbench plug-in for XRM Toolbox but it won't recognise the Queue entity as an entity? I really just want to be able to somehow enable Auto-Refresh on my queue lists. The post I was looking at suggested adding a custom button .. but that's where I got lost. Any suggestions with very basic instructions would be very much appreciated! Thanks GKilpatrick

Was this reply helpful? Yes No
Anil-CloudFronts on at

Like (0)

Report

Hey,

We did implement auto refresh for a client and it was OK. It was not very consistent and it's really a hack. If you still want to deploy it, I have asked my dev team to provide a write up on it. Please ping me on ashah@cloudfronts.com and I will connect you with our team member.

Was this reply helpful? Yes No
Suggested answer

LaszloPenzes on at

Like (1)

Report

If you have the id of one of the records in the view then there's a more elegant and fully supported way which was introduced around 2018:

var lookupOptions = {};

lookupOptions.entityType = "contact";

lookupOptions.id = selectedItems[0];

Xrm.Utility.refreshParentGrid(lookupOptions);

Was this reply helpful? Yes No