I have a webpage which includes an Entity Form. I have default submit button for this form but I want to add a new button for "Save and Close" process.
I know that I can go different pages under "On Success Settings" tab. But this works for only default submit button. I need this for custom button.
Hi @ArifSarikaya ,
<button type="button" onclick="document.location='https://yourentityformURL.crm6.dynamics.com/main.aspx?cmdbar=true&forceUCI=1&navbar=off&newWindow=true&pagetype=entityrecord&etn=cr63b_employee'" class="btn btn-primary">Primary</button>
Place this under the div or modify according to your need.
Hope it helps.
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Hi @ragavanrajan ,
Thank you for your answer. But I don't want to add a button with link. I know how to do it. Actually I want a custom button for submitting the Entity form on portal and after submit, it should redirect to parent page.
There is a default submit button for entity forms. I can set it to redirect to another page. But I need another button for "Save and Close". Sometimes users need just only saving but sometimes they need save and go back. They don't want to make it with two steps.
How can I add that custom button to the portal?
Hi @Fubar ,
I could not understand how to make with Entity Form. Can you please explain a bit more?
But I need to change the "Save and Close" field to "No" before going back to parent URL. So I need to have submit and change the URL algorithm here again. I could not find a way to do it.
yes we can do it using the yes/no field approach. On click of custom button you need to click the oob submit button and a small workflow will run on change of those fields and create of record which will set the field back to no when it is yes.
Which bits do you not understand?
On the CDS/Dataverse side of things, you know when it was submitted as on create or update the checkbox is set Yes and you can use that to change the Status Reason (via a realtime workflow).
For this type of situation, you may find Web Form is a better construct to use, as each Step saves the record, on the last step you just put some text saying submitting this page is the actual submit (and attach a Metadata item to the last Step that changes the Status Reason to Submitted), and then append another button using jQuery that they can click to redirect somewhere else. - Hit Submit then the records Status Reason is updated, hit the other button redirect to another page (in both cases the data is saved).
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