Cloning a Record in Dynamics CRM
Posted on 10/22/2017 12:22:00 AM by Levin, AricDevelopment Dynamics 365 Dynamics CRM
So the first step of course is using Ribbon Workbench to create the button, enable/display rules and the command. We start of by adding our entity that we want to customize to a new Unmanaged solution. We only need to add the entity, and not all of the components of the entity. Once we created the solution we open Ribbon Workbench, and select the new solution that we created.
We can not add a new button with an image to the form command bar, as shown in the picture below:
You should also add the Label, Alt, Tool Tip Text and Tool Tip Description. It is a good habit to have the Tooltip Description display a different text that the Tool Tip Text. We can now create the display rule. We created a simple display rule only with a FormStateRule that has a State of Existing. This means that the Clone Command will only be available for records that already exist in the System, but not for newly or disabled records. You can change the display rule, as you wish.
Let's go ahead and look at the finalized button properties before publishing the solution changes.
The above function calls the callCloneAction, and passes the Guid of the entity record, the name of the entity and the name of the SDK message that will be created. The below code snippets show the callCloneAction and callProcessAction functions. Although these can be combined into one, we separated them, since we have multiple function calls to Actions in our code, and use the callProcessAction for multiple purposes. If you only have one call to callProcessAction, you can keep it separate, or add it to your global script library to be used across multiple entities.
We now have to add the Plugin/Action code and register it. The first thing to do is create a new plugin. If this is the first time you are creating a new plugin, please follow the Microsoft MSDN article on how to create a Basic Plugin here. In our Plugin project, we created two classes, although this can be done with one. The first class shown below is just the entry point which calls the actual class that processes the action.
In our second class (GlobalSettingLogic), which is only a class that hold the logic of the requirement we will add the following function:
We now how to Build our Plugin, and deploy it using the Plugin Registration Tool (as shown in the following screenshot). The Action Process must have been completed prior to this step in order for it to appear as a Message in the Plugin Registration Tool.
Once the Plugin is registered, you are basically done. You can now test it out, and go to your form, click on the Clone button and a newly Cloned record can be created. The final form will look like this with the Clone button:
Navigate to original post to enter comments
Popular Blog Categories
- Business Solutions
- Cloud Platform
- Common Data Service
- Dynamics 365
- Dynamics CRM
- IT Solutions
- Office 365
- Online Services
- Power BI
- Power Platform
- PowerApps Component Framework (PCF)
- Skype for Business
- Small Business Solutions
- Unified Interface