Adding a button on ribbon and on click, opens quick create form using ribbon workbench in XRM ToolBox
In this blog, we’ll see how to create a button on ribbon by using ribbon workbench in XRM toolbox and on click, open quick create form.
Step 1- Insert a ribbon button on any required record form using ribbon workbench on XRM toolbox.
Step 2- Name the ribbon button (anything as required)
Step 3- Add button properties-
- Give ID name
- Label name
- Icon for the button
Step 4- Add the following code to open a quick create form on click of the button
var RecordaMeeting = {
//RecordaMeeting.OpenRecord
OpenRecord: function (primaryControl) {
var entityFormOptions = {};
entityFormOptions[“entityName”] = “Add the entity name”;
entityFormOptions[“useQuickCreateForm”] = true;
var formParameters = {};
// Open the form.
Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});
},
Step 5- After adding the script, add the command for the button-
- Web resources library name
- Web resources function name
- CRM Parameter: PrimaryControl
Step 6- Add command on button properties.
Step 7- Publish the button.
Screenshots of implementation:
Step 8- Button appears on the ribbon for the required entity.
Step 9- On click of button, quick create form opens.
Hope this helps!!