Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
How to call the save method with a custom ribbon button in CRM 2011 RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello there

    I'm adding a custom button in the ribbon of my CRM 2011, How can I call the save method or another like save and close with this custom button. I read in some pages that it is possible using JScript libraries and functions, but no the webresourses, for example: I can do that this button shows an alert message with the text "Hello world", but I don't know how call the save method in a similar way to: "Xrm.Page.data.entity.save()".

    Anyone know how to do this?

    Thanks.

    Mario MI

    Friday, August 10, 2012 6:21 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You need to create the custom action like below:

    <Actions>
        <JavaScriptFunction Library="$webresource:WEBRESOURCE_NAME" FunctionName="CUSTOM_FUNCTION_NAME">
              <CrmParameter Value="FirstPrimaryItemId" />
        </JavaScriptFunction>
</Actions>

    And also you need to create the method in the custom web resource(WEBRESOURCE_NAME):

    function CUSTOM_FUNCTION_NAME(){
  Xrm.Page.data.entity.save(); // Save
  // or
  Xrm.Page.data.entity.save('saveandclose'); // Save and Close
}

    Good luck

    Monday, August 13, 2012 7:46 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

       You can use Visual Ribbon Editor to create a new button by connecting it to your CRM Server.

    Try Downloading the Tool using this link:http://crmvisualribbonedit.codeplex.com/

     Create a new Button in the Entity where You need. Under the Actions Tab, Call the JavaScript Function you have written for performing Save / Save&Close Action. Also You can add the CRM Parameter(Primary Item Ids) under your JScript Function.

    Naren

    • Proposed as answer by Parthiban.T Monday, August 13, 2012 8:56 AM
    Monday, August 13, 2012 7:15 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You need to create the custom action like below:

    <Actions>
        <JavaScriptFunction Library="$webresource:WEBRESOURCE_NAME" FunctionName="CUSTOM_FUNCTION_NAME">
              <CrmParameter Value="FirstPrimaryItemId" />
        </JavaScriptFunction>
</Actions>

    And also you need to create the method in the custom web resource(WEBRESOURCE_NAME):

    function CUSTOM_FUNCTION_NAME(){
  Xrm.Page.data.entity.save(); // Save
  // or
  Xrm.Page.data.entity.save('saveandclose'); // Save and Close
}

    Good luck

    Monday, August 13, 2012 7:46 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thanks, it works

    Mario MI

    Sunday, September 9, 2012 11:50 PM