CRM 2013：保存后强制刷新表单

Question

我们需要在保存后刷新表单（以确保某些隐藏/显示逻辑根据字段值按预期工作）。

目前表单在保存记录后不会自动刷新。

我浏览了一些文章并找到了这个参考： http://msdn.microsoft.com/en-us/library/dn481607%28v=crm.6%29.aspx

当我尝试执行以下任一操作时，它会导致无限循环并引发“Callstack超出最大限制”错误。

1. OnSave(context)
   {
     //my logic 
     ...
     ...
   
     Xrm.Page.data.save.then(SuccessOnSave, ErrorOnSave);
   }
   
     function SuccessOnSave()
    {
     //force refresh
      Xrm.Page.data.refresh();
    }
     function ErrorOnSave()
     {
       //do nothing
     }
   

2.   OnSave(context)
    {
      ...
     ...
     //force refresh
     Xrm.Page.data.refresh(true).then(SuccessOnSave, ErrorOnSave);
   }
   
     function SuccessOnSave()
    {
     //do nothing
    }
     function ErrorOnSave()
     {
       //do nothing
     }
   

有人可以解释一下如何使用刷新或保存方法来强制刷新表单吗？

拉杰什

Answer 1

我用下面的代码来实现它

 Xrm.Page.data.save().then(
    function () {
        Xrm.Page.data.entity.attributes.forEach(function (attribute, index) {
            attribute.setSubmitMode("never");
        });
        Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId());
    },
    function (errorCode, message) {
    }
    );

Answer 2

对我来说，这就是解决目标的原因（CRM 2015）

// Save the current record to prevent messages about unsaved changes
Xrm.Page.data.entity.save();

setTimeout(function () { 
    // Call the Open Entity Form method and pass through the current entity name and ID to force CRM to reload the record
    Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId()); 
}, 3000);

Answer 3

如果您想对表单数据进行硬刷新，您可能需要重新加载位置。我过去所做的是将刷新逻辑放在加载表单时（保存后）调用的函数中。棘手的部分是如果表单在 CRM 2013 中自动保存，则可以调用该函数。您还需要考虑到您不想在第一次加载时刷新表单，因为这会导致无限的重新加载循环。这是一个例子：

var formLoaded = false;
function formLoad() {
    if (formLoaded) {
        window.location = location.href;
    }
    formLoaded = true;
}

Answer 4

您已将 OnSave() 方法附加到 OnSave 事件。因此，从逻辑上讲，如果您在同一事件中再次调用 save ，则调用会递归进行。

来自 MSDN

Xrm.Page.data.refresh(save).then(successCallback, errorCallback); 参数：save - 一个布尔值，指示是否应保存数据 刷新后。

所以，你必须将'false'传递给这个方法（你只需要刷新，不需要保存）

Answer 5

由于我找不到以“通用”可重用方式编写的完整代码，因此如下：

var triggeredSave = false;
//Attach the OnSave Form event to this OnSave function  
//and select passing of context as the first parameter.
//Could instead be attached programmatically using the code:
//Xrm.Page.data.entity.addOnSave(OnSave);
function OnSave(context) {
    var eventArgs = context.getEventArgs();
    var preventedAutoSave = false;

    //Preventing auto-save is optional; remove or comment this line if not required.
    preventedAutoSave = PreventAutoSave(eventArgs);

    //In order to setup an after save event function, explicitly
    //invoke the save method with callback options.
    //As this is already executing within the OnSave event, use Boolean,
    //triggeredSave, to prevent an infinite save loop.
    if (!preventedAutoSave && !triggeredSave) {
        triggeredSave = true;
        Xrm.Page.data.save().then(
            function () {
                //As the form does not automatically reload after a save,
                //set the save controlling Boolean, triggeredSave, back to
                //false to allow 'callback hookup' in any subsequent save.
                triggeredSave = false;
                OnSuccessfulSave();
            },
            function (errorCode, message) {
                triggeredSave = false;
                //OPTIONAL TODO: Response to failed save.
            });
    }
}

function PreventAutoSave(eventArgs) {
    if (eventArgs.getSaveMode() == 70 || eventArgs.getSaveMode() == 2) {
        eventArgs.preventDefault();
        return true;
    }
    return false;
}

//Function OnSuccessfulSave is invoked AFTER a save has been committed.
function OnSuccessfulSave() {
    //It seems CRM doesn't always clear the IsFormDirty state 
    //by the point callback is executed, so do it explicitly.
    Xrm.Page.data.setFormDirty(false);

    //TODO: WHATEVER POST SAVE PROCESSING YOU REQUIRE
    //e.g. reload the form as per pre CRM 2013 behaviour.
    ReloadForm(false);

    //One scenario this post save event is useful for is retriggering
    //Business Rules utilising a field which is not submitted during save.
    //For example, if you implement a Current User field populated on Form 
    //Load, this can be used for user comparison Business Rules but you 
    //may not wish to persist this field and hence you may set its submit
    //mode to 'never'.
    //CRM's internal retriggering of Business Rules post save doesn't
    //consider changes in fields not submitted so rules utilising them may
    //not be automatically re-evaluated or may be re-evaluated incorrectly.
}

function ReloadForm(preventSavePrompt) {
    if (preventSavePrompt) {
        Xrm.Page.data.entity.attributes.forEach(function (attribute, index) {
            attribute.setSubmitMode("never");
        });
        Xrm.Page.data.setFormDirty(false);
    }

    Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(),
                               Xrm.Page.data.entity.getId());
    //Another way of trying Form reload is:
    //window.location.reload(true);
}

Answer 6

使用 Mscrm.Utilities.reloadPage();

Answer 7

我发现this post 有助于展示Xrm.Page.data.refresh() 和Xrm.Utility.openEntityForm(entityName, id) 之间的区别。

TL;DR - 如果您希望重新绘制屏幕，​​请考虑使用 Xrm.Utility.openEntityForm(entityName, id)。

Answer 8

您可以通过在表单上放置 Modified On 字段来实现。并将默认属性设置为 false。

使用下面的JS刷新表单

function refreshCRMFORM()
{
setTimeout(function () { 
    // Call the Open Entity Form method and pass through the current entity name and ID to force CRM to reload the record
    Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId()); 
}, 1000);
}

在已修改字段上创建 On Change 事件并提供上述函数名称。