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Thread by Noel (10 replies) | Slack Archive

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Started by Noel • Mar 28, 2025 5:32 PM

Total Replies

10

Participants

3

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Quiet

— No recent activity

Duration

5:32 PM

Mar 28

Original Message

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N

Noel Williams5:32 PM

when using CrmActionButton to add an association is there a way to refresh the component once the association has been added?

      <CrmActionButton
        actionType="OPEN_RECORD_ASSOCIATION_FORM"
        actionContext={{
          objectTypeId: "0-1",
          association: {
            objectTypeId: context.crm.objectTypeId,
            objectId: context.crm.objectId,
          },
        }}
      >
    Add Contact
      </CrmActionButton>

doesn't look like onCrmPropertiesUpdate works with associations.

Replies

10 messages in thread

NoelReply 1Mar 31, 2025 7:03 PM

<@U03FJQPSC0Y>, checking to see if you have any suggestions.

Leandro MichelenaReply 2Mar 31, 2025 8:07 PM

<@UCTAN7RPA> we solved something similar to that by: 1. Creating our own record association modal and manage that through API calls using the<https://...

Sejal ParikhReply 3Mar 31, 2025 8:45 PM

Hi Noel, there isn't a way to refresh it today, but Leandro's solution is the closest it could get

NoelReply 4Mar 31, 2025 9:57 PM

ugh, that's a lot of functionality to replicate from the add associations panel. I was afraid this was going to be the answer.

Leandro MichelenaReply 5Mar 31, 2025 10:00 PM

Yeah, we find filter which records any given user should have access. Replicate the search bar and filtering took a little bit of coding. Create assoc...

NoelReply 6Apr 1, 2025 2:44 PM

yeah, creating the associations via API is the easy part, it's the search UI and filtering that has me worried.

NoelReply 7Apr 1, 2025 2:51 PM

<@U03FJQPSC0Y> any plans to add a method like onCrmAssociationUpdate([ObjectType]) to subscribe to association changes made in the UI? I definitely se...

NoelReply 8Apr 1, 2025 3:07 PM

It looks like the functionality does exists with some components, as the CrmAssociationTable component refreshes when an association is added/removed ...

Sejal ParikhReply 9Apr 1, 2025 9:44 PM

Hi Noel, I will check with the team to see if they plan to add this.

NoelReply 10Apr 1, 2025 10:04 PM

<@U03FJQPSC0Y>, Thanks, I appreciate it. I would also, suggest that the other Crm Card Action actionTypes of Create a note, Create a task, Send a one-...