Answered

Calling Flow from Custom Button in Dynamics

(0) Share

Report

Posted on by ameyholden1

I'm having trouble writing the command/javascript for a custom button in Dynamics.

I want to be able to press a button in Dynamics which calls a flow to do various things e.g. update the status of a record and start an approvals process - all I want to send is the record GUID to flow so that I can trigger the relevant actions in Flow.

Kind of similar to this but instead of var pathObj being a fixed string I want this to be the record GUID

var pathObj = { "path": "/Account/" };

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/how-to-trigger-a-microsoft-flow-from-a-custom-button-in-dynamics-365

Can someone help me with what the JavaScript command would look like which is called on the button? I know it's probably very simple but I've read endless blogs and spent all day tearing my hair out trying to do it. Feeling very defeated 😞

Categories:

Building flows

I have the same question (0)

All responses (4)

Answers (1)

abm abm 32,865 Most Valuable Professional on at

Like (0)

Report

Hi @ameyholden1

Which version of Dynamics are you using? Version 9 onwards Xrm.Page is deprecated. To get the Id you need to get the formContext. Have a look at below articles how to get the GUID

https://debajmecrm.com/2018/11/16/xrm-page-is-deprecated-with-version-9-0-how-do-i-get-the-clienturl-and-form-data-in-ribbon-actions/

https://carldesouza.com/dynamics-365-client-api-changes-globalcontext/

Thanks

Was this reply helpful? Yes No
Verified answer

ameyholden1 26 on at

Like (0)

Report
Thanks for your suggestions and response @abm I really appreciate it. The issue was actually with my code where I was parsing the JSON - updated code below which works a dream so we can close this thread 🙂

function sendFlowRequest(formContext) { var CJGuid = formContext.data.entity.getId(); CJGuid = CJGuid.replace(/[{}]/g,""); parent.$.ajax ({ type: "POST", url: "**FLOW URL HERE**", contentType: 'application/json', data: JSON.stringify({"CJGuid" : CJGuid}), success: function () { alert("success"); } }); }

Was this reply helpful? Yes No
matscho 2 on at

Like (0)

Report

Hey,
I have a similar problem, where i want to start a flow via a button on the ribbon. My only problem is the authentication with the http request. Have you left your http request open for anyone or did you accomplish to authenticate your user for the http request? (using Oauth2)

Was this reply helpful? Yes No
ameyholden1 26 on at

Like (0)

Report

When I implemented this the only option on http requests was to have it open to anyone. I doubt it would be possible to do with the authenticated option due to the nature of triggering the request via JS there is no authentication pass through. If you want to lock down to authenticated I would suggest using a button to pop out a custom page as a modal, and run the flow in the 'OnStart' property of the custom page.

Like this but without the user inputs, you would just need some kind of 'Loading/In progress' message and then a success response/button to close etc. I've been meaning to write up a blog post on this exact thing... thanks for the reminder!

Was this reply helpful? Yes No