Dynamics 365 Open Quick Create Form and Save/Refresh calling record

If you are working in a scenario where you have to open Quick Create Form through JavaScript and save/refresh the calling record after the quick create form has been saved, you have few choices.

In this article I will show you how you can leverage the async and await operators in JavaScript to solve this scenario.

First thing let’s try to define async and await

Async: - pretty much a function that returns a promise

Await: - makes JavaScript wait until the promise has been settled.

First thing let’s define the function that is going to Open Quick Create Form

function QuickCreate() {

    var entityFormOptions = {};

    entityFormOptions["entityName"] = "contact";

    entityFormOptions["useQuickCreateForm"] = true;

    // Set default values for the Contact form

    var formParameters = {};

    formParameters["firstname"] = "Sample";

    formParameters["lastname"] = "Contact";

    formParameters["fullname"] = "Sample Contact";

    formParameters["emailaddress1"] = "contact@adventure-works.com";

    formParameters["jobtitle"] = "Sr. Marketing Manager";

    formParameters["donotemail"] = "1";

    formParameters["description"] = "Default values for this record were set programmatically.";

    // Open the form.

    return Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

        function (success) {

            console.log(success);

            return success

        },

        function (error) {

            console.log(error);

            return null;

        });}

Next we are going to define the function that is going to consume the QuickCreate() and see how we can use the JavaScript operators

async function ConsumeQuickCreate (formContext) {

    //here you can define which fields you want to update after the quick create has saved

    formContext.getAttribute("statuscode").setValue("set your value here");

    var success = await QuickCreate();

    if (success) formContext.data.refresh(save);

}

As you have noticed in the code above formContext.data.refresh(save); is not going to be executed until the QuickCreate() function has return a value.

Thanks For reading