This is probably a request that has been required many times, but recently, one of our customers had a request to open an OnBase document based on some data that was available in a subgrid. Since OnBase has a web to query the database using a query string in their web application, this seemed to be an easy enough solution.
Recenly we received requests from clients and some questions from Dynamics Community members on how to Clone records. Although there are some available solutions out there, and the various possibilities on how to implement this, we would like to demonstrate here one possibly and not to complicated way on how to implement this. This implementation involved using Ribbon Workbench to create the Clone button and a Command that will execute a JavaScript function, which will call an action and execute Plugin/Action code to copy the record.
When choosing to execute webapi functions, that are various methods that are available. The first option of course is to use the default GET, POST and PATCH required to Retrieve and Update data in CRM using the Web API.
This blog post will demonstrate how to create a simple button using Ribbon Workbench which will execute a JavaScript function on the client. In order to do this make sure that you have Ribbon Workbench installed in your CRM environment, or you can use the Ribbon Workbench that is available with XRMToolbox.
