Microsoft Dynamics® CRM Training
Saving in Flow Forms
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The December 2012 Service Update introduced new flow forms to the Account, Case, Contact, Lead, and Opportunity entities in Microsoft Dynamics CRM. One of the most notable differences between the flow forms and the old forms is that the ribbon has been replaced by a command bar. As a result, the “Save”, “Save & Close”, and “Save & New” buttons that many are used to seeing in the ribbon are no longer present. They can still be found in classic mode and the old forms. But how do we save a record from a flow form?
There are actually a couple of different ways records save in flow forms. The first works similarly to clicking the “Save & Close” button in the ribbon of the old form. All I have to do is close a record. When I close the window of the record, Dynamics CRM automatically saves any changes I have made, essentially performing a “save and close”.
There are a couple of ways to perform a simple “save” in a flow form. The first happens automatically. Approximately every 30 seconds, Dynamics CRM checks to see if any unsaved changes have been made to an open record. Watch what happens when I change the Purchase Timeframe of this Opportunity record. In the bottom-right corner of the record is a save icon that looks like a floppy disc. The words, “unsaved changes” now appear next to the icon. If I keep this record open, soon enough Dynamics CRM will save the record for me and those words will go away. I don’t have to worry about unsaved changes being lost should something unexpected happen while I work with a record.
The second way I can perform a simple save in the flow forms is by clicking the small save icon in this corner. The record does not close, nor does it refresh, but the latest progress is saved. There shouldn’t be a real need to click the save icon, at least not regularly, but it is good to know that it’s there.
Flow forms can also perform the “save and new” function. By simply clicking New in the command bar, Dynamics CRM saves the currently open record, then refreshes as a new one. No new windows have opened so I don’t have to close a bunch when I’m done creating new records.
When creating a new record, Dynamics CRM does not save periodically like it would a regular record in the flow form. Closing a record that has not yet been created does not perform a save either. Instead, the record is only saved once I click Create in the command bar, or the save icon in the bottom right corner. I could also click New to perform another “save and new” function.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.