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Passing field values to quick create from subgrid of "All record types"

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Posted on by fishyjj

I have a situation where I have two entities -- one is the Contact entity and the other is a custom entity that has a N:1 relationship to contact. On the custom entity form, I'd like to include a subgrid of cases. Because case is not directly related to this custom entity, I cannot use the "related records" type for the subgrid. So I'm using the "All Records Type" -- When a user clicks on the "+" on the subgrid to create a case, I'd like to pass the quick create form the proper value of the Contact that is associated to the custom entity record. Is there a way to do this with javascript either on the custom entity form, using the subgrid object, or on the case quick create form? Or some combination of these? If my question is unclear, I'd be happy to clarify. Thanks in advance for any help.

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RE: Passing field values to quick create from subgrid of "All record types"

I think you can write a workflow or javascript that will update the contact related custom entity based the condition you provide. But the script function should be called "OnSave" of Cases "Quick Create Form".

Hope the below links may be helpful for you.

community.dynamics.com/.../197378

www.inogic.com/.../automatic-record-creation-or-update-rules-in-dynamics-crm-2015-sp1