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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create new record from...
Microsoft Dynamics CRM (Archived)

Create new record from system entity

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Posted on by Vighnesh 1,942

Hi all,

I have a custom entity from opportunity named Quote Request (custom entity) which has 1:N relationship. Opportunity has a sub-grid to Quote request entity. I am aware that if the lookup field is mandatory when we click on '+' button as shown in the screenshot it will create a direct record pulling the mapped field data from the parent record and if set as optional it will search for records>look for more records>Create New.

Is there any possibility where we can create records on the fly without making the field as mandatory? 

When lookup field is set to optional.

Optional.jpg 

When set to business required

Man1.jpg 

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  • tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Create new record from system entity

    Did it work for you?

  • shivaram Profile Picture
    shivaram 3,315 on at
    RE: Create new record from system entity

    Hi Vignesh,

    This is really weird requirement. One time my client also asked this but I failed to do this. Hope you will get solution

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Create new record from system entity

    Let me try it

    Thanks for your response, will post the results soon.

  • tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Create new record from system entity

    Hi,

    You misunderstood me. You will not hide the "+" button. This button in a subgrid works as two buttons in normal grid - "Add new" and "Add existing". You don't want "Add existing" behaviour, you just want "Add new". So you need to hide "Add existing" button.

    Using Ribbon Workbench is really simple just use the one from XrmToolBox:

    http://www.xrmtoolbox.com

    prepare solution containing only your custom entity and you will have a visualisation of ribbons (or command bars as they are now called) and you just look on the "Subgrid" section, right click on "Add existing" and "Hide". Then publish your changes

    Regards,

    Pawel

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Create new record from system entity

    Hi Shaik, Thanks for your response. Can you guide me with the steps to do this Please.

    I don't have much experience with Ribbon customization.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create new record from system entity

    Hi,

    One way to go about it should be to use a Javascript to open up a new entity form for your custom entity.

    Trigger the Javascript on a custom command and use that command on the + button in place of the OOB command by using Ribbon Workbench.

    Hope it helps.

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Create new record from system entity

    Hi Pawel, 

    I don't want to hide the plus button, I want to use the plus button create records without making the lookup field on Quote Request as mandatory.

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Create new record from system entity

    Hi,

    Using Ribbon Workbench, hide "Add Existing" button (available on subgrid) for your Quote Request entity . That should do the trick

    Pawel

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