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Create And Open - Entity Generator

# Create And Open - Entity Generator

# This is a tutorial on how to use custom TS code to generate an entity record from an entity form through ribbon button.

You have to add JS function to RibbonDiff.xml, so it looks something like this.

You must use createAndOpen function and talxis_entitygenerator.js library.

Here is the whole RibbonDiff.xml, but be careful you still have to play with the sequence and TemplateAlias to get it exactly where you want it.

<?xml version="1.0" encoding="utf-8"?>
<RibbonDiffXml xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <CustomActions>
    <CustomAction Id="ntg.lead.createAndOpen.CustomAction" Location="Mscrm.Form.lead.MainTab.Save.Controls._children" Sequence="49">
      <CommandUIDefinition>
        <Button Command="ntg.lead.createAndOpen.Command" Id="ntg.lead.createAndOpen.CommandDefinition" LabelText="$LocLabels:ntg.lead.createAndOpen.LabelText" Sequence="49" TemplateAlias="o1"  ModernImage="$webresource:ntg_createadnopenicon.svg" />
      </CommandUIDefinition>
    </CustomAction>
  </CustomActions>
  <Templates>
    <RibbonTemplates Id="Mscrm.Templates" />
  </Templates>
  <CommandDefinitions>
    <CommandDefinition Id="ntg.lead.createAndOpen.Command">
      <EnableRules />
      <DisplayRules />
      <Actions>
       <JavaScriptFunction FunctionName="createAndOpen" Library="$webresource:talxis_entitygenerator.js">
        <CrmParameter Value="PrimaryControl" />
        <StringParameter Value="ait_GenerateCase" /> (name of my action
       </JavaScriptFunction>
      </Actions>
    </CommandDefinition>
  </CommandDefinitions>
  <RuleDefinitions>
    <TabDisplayRules />
    <DisplayRules />
    <EnableRules />
  </RuleDefinitions>
  <LocLabels>
    <LocLabel Id="ntg.lead.createAndOpen.LabelText">
      <Titles>
        <Title description="Generate new record" languagecode="1033" />
      </Titles>
    </LocLabel>
  </LocLabels>
</RibbonDiffXml>
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You must use 2 parameters the first one is always PrimaryControl and the second one is the name of your workflow action.

Then you have to create an action with the given name. And add 2 Process Arguments just like in the picture Process Arguments The names must be the same as on the picture.

Then you have to add at least 3 steps to your Action Workflow Setup Create Entity where you can add some data to your freshly created entity and create the entity itself. ReturnRecordUrl where you set Value to Record URL Create the entity(you want). CreateEntityName holds the name of the entity you are creating. For example talxis_document. And now you are good to go. You can add more steps to your action to fill empty fields that need to be filled.

Introductions