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How to add save button on form

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Posted on by Mattw112b

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I feel like this should be easy...

We use Dynamics 365, I have a form with a multiline text field.

I would like to have a save button next to it that the end user can press that saves the form.

Yes I know I can tell them to use the 'button' on the bottom right of the screen... but end users like big visible buttons. Anyway.

I created a web resource html button that calls a function.

Created the jscript resource with basic save code.

I have added the jscript as a library on form properties.

I have added the webresource button on the form.

saved/published...

But nothing happens when I press the button.

Using the inspector I can see it was saying somethign about running scripts had not been enabled?? Googled it and somehow made that go away, but still getting error.

Couple weird things, in my html dynamics keeps adding something about emails every time I save it. Then when the button fails says that is not an option.

So, I know first response is going to be 'post your code'... lol. But honestly I have rewritten things so many times and tried so many things not sure that helps.

I'm assuming some one has already done this and can point me tot he instructions.

OR...

Is there a different option?

Also, what I didn't mention is I have a Microsoft Flow tied to when a record is updated... so need the button to kick off the flow.

Thanks,

Terry

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ba365guy 2,950 on at

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Have a look at this link and the video in the link. This might help.

pcf.gallery/.../

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SErf 659 on at

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In the new update the Save button on the top left will be enabled by default.

docs.microsoft.com/.../save-always-visible-command-bar-edit-forms

I would suggest you wait for the new update instead of spending resources on this.

I do understand that users like big Save buttons but you can educate that Dynamics Autosaves everything when navigating away from a record or that they can use Ctrl. + S to save.

You also have to load the WebResource on the form and not only add the library.

In the window where you add the WR to the form you can execute it in the OnLoad method.

Still, I'd suggest you wait it out.

Good day!

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Mattw112b 387 on at

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Hi,

I have imported this solution and added the control as shown in the video and instructions. I have the button showing on my form, I have set the onchange fields to run a js function of a library I load on the form... but when I click the button nothing happens. No errors, nothing. I have tried redoing this several times. In the developer debugger in the browser I also see nothing when I click on the button.

Any one actually having this work right now? Can't figure out why it wouldn't be firing.

Thanks,

Terry

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Mattw112b 387 on at

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PS - I just changed my JS code to:

alert( 'Hello, world!' );

saved/published...

Refreshed my form and this instantly fired onload?? But I don't have this set to fire on load? I only have it tied to OnChange specifically on my button?

Terry

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LeoAlt 16,331 Moderator on at

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Hi partner,

I also tried the PCF control mentioned above and I found that there's some uncertainty about its trigger condition. I add the JS code to onchange event and only triggered successfully few times.

It doesn't always succeed. Maybe I didn't have the right configuration somewhere.

Then I tried another way, I added an HTML page to show the save button on the form and it worked well.

1.Create an HTML with save method JS to show the save button which you want to put on the form.

2.Add the HTML into the form as a web resource.

3.Save and publish. Let's have a try.

Done!

You could also refer to this blog.

https://mscrmtutorials.com/create-a-custom-html-button-in-dynamics-365/

Hope it helps.

Best Regards,

Leo

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Mattw112b 387 on at

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I cannot get the pcf control to work... I've followed instructions and done it a million times but never does anything.

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LeoAlt 16,331 Moderator on at

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Hi partner,

You could try my ways in my last answer, I used web resource without any third-party tools.

Regards,

Leo

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