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quick view refresh after lookup changes RRS feed

  • Question

  • Hello,

    In my incident form i have a quick view - grid of all selected contact's incidents

    when we change the contact in the customerid lookup, the data in the quick view doesn't refresh, we have to refresh the grid manually (right click on the grid -> refresh).

    we are working on crm 2016 (8.0.0.1088) - on-premises so we cannot refresh it by JS using  

    Xrm.Page.ui.quickForms.get(arg).refresh() since this feature was introduced in CRM 2016 Service Pack 1

    a rollup is not an option for us at this time

    any idea how to make it refresh?

    thanks!

    Wednesday, November 15, 2017 5:17 PM

All replies

  • function QuickViewFormTest() {      
        var quickViewControl = Xrm.Page.ui.quickForms.get("related_contact");

        if (quickViewControl != null) {        
          
            setTimeout(function () {         
                quickViewControl.refresh();         
            }, 500);         
        }         
    }
           

    You might be thinking, why there is a timeout of 500 milliseconds. The reason is when you change the contact lookup OOB it fires a refresh of the quick view form which unfortunately does not refresh. This custom code fires another re-fresh just after that which loads the grid

    Saturday, November 18, 2017 8:52 PM