Dynamics CRM Development: Tips and Tricks – Calling a Workflow from Ribbon Button
Let’s say you have a situation, where you want to perform some operation on custom ribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called ‘ConfirmRequest’. On the click event of this button I have to generate an ORDER and also want to send an email. The best way to achieve this is by creating a workflow. But the issue is, how to call workflow on the button click.
There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding. Download Ribbon Workbench and go through below steps.
Here are the steps to follow:
- Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
- Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
- Open advanced find window
- Look for processes and search for your workflow name
- Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
- Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.
- Expand the commands, “Solution Elements” tab.
- Right-click on the Command of the custom button that you want to use. Example ‘CCSDP.opportunity.GenerateOrder.Command’ and select ‘Edit Actions’.
- Add a JavaScript Command and set the following properties:
Function Name Mscrm.FormAction.launchOnDemandWorkflowForm Library /_static/_forms/form.js Parameters 1: Type = Crm Parameter,
Value = PrimaryEntityTypeCode
2: Type = String,
Value = Workflow ID which is extracted from advance find
- Click on OK. And publish it.The workflow will start getting called from the click of the custom button.
Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Dynamics CRM.
Let’s say you have a situation, where you want to perform some operation on custom ribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called ‘ConfirmRequest’. On the click event of this button I have to generate an ORDER and also want to send an email. The best way to achieve this is by creating a workflow. But the issue is, how to call workflow on the button click.
There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding. Download Ribbon Workbench and go through below steps.
Here are the steps to follow:
- Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
- Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
- Open advanced find window
- Look for processes and search for your workflow name
- Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
- Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.
- Expand the commands, “Solution Elements” tab.
- Right-click on the Command of the custom button that you want to use. Example ‘CCSDP.opportunity.GenerateOrder.Command’ and select ‘Edit Actions’.
- Add a JavaScript Command and set the following properties:
Function Name Mscrm.FormAction.launchOnDemandWorkflowForm Library /_static/_forms/form.js Parameters 1: Type = Crm Parameter,
Value = PrimaryEntityTypeCode
2: Type = String,
Value = Workflow ID which is extracted from advance find - Click on OK. And publish it.The workflow will start getting called from the click of the custom button.
Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Dynamics CRM.