Transcript:
0:00 [Music]
0:04 hi everyone Patrick from North52 here
0:07 in this video I'm going to demonstrate
0:09 how to set up a ribbon button on
0:11 Dynamics 365 to fire a Nord 52
0:15 formula when the ribbon button is
0:18 clicked we will be able to clone a quote
0:20 and then have the newly cloned quote
0:22 open on screen for us to do this we will
0:26 need a Nord 52 formula to carry out the
0:29 Clone and opening the new record and we
0:31 will need to add the button to the form
0:34 ribbon we will start with a new formula
0:38 it will be on the quote entity and B of
0:41 type client side
0:43 calculation these formula types carry
0:45 out their work and then return a result
0:48 back to the form that called it in this
0:51 case the return will be the instruction
0:53 to open the new
0:54 quote we open the functions tab search
0:58 for clone hold down the shift key and
1:01 click on the function name this will
1:03 bring up the function wizard The Entity
1:06 we want to clone is a quote and the
1:08 record goid is the good of the quote we
1:11 are currently
1:12 on in the child records we Select Quote
1:15 details as this is the relationship to
1:18 the quotes line items this will allow us
1:21 to clone them as well we will leave the
1:23 enable prefix set to true this will add
1:26 a small identifier at the start of the
1:29 name of the new created quote so it can
1:31 be differentiated from the original
1:33 quote hit generate and the line of code
1:36 is added to the formula canvas copy out
1:39 this
1:40 line next we need to use the open entity
1:43 form function again using the shift
1:47 click to open the wizard the name will
1:50 be quote and into the ID we will copy
1:52 the Clone command and then hit
1:56 generate the Clone function will fire
1:58 first clone owning the quote and its
2:00 line items then the open entity form
2:03 will fire and send the call back to the
2:06 form to open the newly created quote
2:09 once the formula is saved a short code
2:11 is generated and this will be the
2:13 parameter we use in ribbon workbench so
2:16 make sure to take note of
2:18 it open up ribbon workbench this version
2:21 I'm using comes as a tool in the
2:23 extremely useful xrm toolbox there are
2:26 links to webbon workbench and xrm
2:28 toolbox in the description if you need
2:30 them I have a solution created on my
2:32 Dynamics 365 instance called quick
2:35 ribbon quote this solution file contains
2:38 only the quote
2:42 entity the first step is to add a new
2:45 command I will change the command name
2:47 to make it more
2:49 identifiable
2:51 n52 do clone
2:53 command we will be adding four
2:56 JavaScript actions to this command the
2:59 first three will be reference
3:01 libraries type in the
3:03 following North52
3:07 uncore SL JavaScript SL n52 dot then
3:13 copy it into your clipboard using contrl
3:15 C and then hit enter this will search
3:18 your Dynamics 365 instance for
3:21 JavaScript web resources matching that
3:23 name and three should appear select the
3:26 first one client side and set the
3:28 function name to be
3:30 is Nan i s n
3:34 n add a second JavaScript action and
3:38 then contrl V search and select the
3:41 second file Json 2 again add is Nan as
3:46 the function name finally we add a third
3:49 JavaScript and select the rest file and
3:52 set is N9
3:58 again
4:01 the fourth JavaScript action will be a
4:02 little different in the library type nor
4:05 52 corqui uncore ribbon and hit enter
4:10 click on the file and this time we will
4:13 need to add a real function name we will
4:16 use n52 Quick ribbon. execute formula on
4:21 form we will add a single parameter to
4:24 this action the short code of the
4:26 formula we created
4:28 first
4:32 our Command is now
4:35 complete now we add the button to the
4:38 form drag your button onto the form view
4:41 we update the ID field setting it to n52
4:44 clone button we add our newly created
4:48 command and set the label to be clone
4:51 quote we will use an outof the-box icon
4:54 for our button from the start dialogue
4:57 we can just click on this dialogue
4:58 button and see exactly what icon is
5:01 being used and then copy and paste the
5:03 reference into our new
5:08 button the button is now fully set up so
5:12 we hit
5:16 publish when the publish completes we
5:18 will navigate to a quote and when we
5:21 open it we will see the new button clone
5:23 quote is clearly visible on the
5:25 ribbon click on the Clone quote button
5:28 and a new quote is created and opened as
5:31 you can see the little identifier has
5:32 been added to the quote
5:36 name thanks for watching and as always
5:39 if you have any questions or need any
5:40 assistance please contact support at nor
5:44 52.com or visit support. 52.com