web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / in CRM Online The '...
Microsoft Dynamics CRM (Archived)

in CRM Online The '+' add record button on subgrids no longer loads option to an add existing record, it now only loads the quick create form to create a new record?

(1) ShareShare
ReportReport
Posted on by razdynamics 17,308 User Group Leader

in CRM Online the + add record button no longer loads the option to an add existing record, it now only loads the quick create form to create a new record?

It was working previously but some reason has stopped, and now only loads the quick create form?

*This post is locked for comments

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Razwan,

    It is usually because you set the lookup field to Required Field

    For example:

    Account and Product, have 1 : N Relationship.

    Then in the Account you put Product subgrid, it will have + button to add new Product related to the Account.

    But, in the Product entity, you set the Lookup field to Account, for example: new_accountid field to Required.

    By design, it will open new pop up, if you allow quick create form, which is it will open Quick Create Form, instead. It will not open add existing.

    Hope it helps!

    Thanks.

  • razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    So on an Account, I find it strange im unable to add an existing contact via the + add record button on the contacts subgrid? and likewise for all other subrids, it only launches quick create form, and doesn't allow me to add existing record. And the lookup to contacts from account is not set to required?

  • razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    It looks like this behaviour might be a result from applying the “Microsoft Dynamics CRM 2013 Service Pack 1 and CRM Online Spring ’14″ update.

    Even though the lookup field on the child entity is not required, we still get the ‘Add new’ dialogue instead of the expected ‘Add existing’ lookup… :-(

    The release notes don’t mention any changes to this behaviour.

    Is there a fix to get the lookup back?

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Razwan,

    For myself, I prefer to have expected open new pop up :), but in your case might be different.

    I think in another post, you have posted and you've submitted to Microsoft?

  • razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Eileen... this seems to be a bug from CRM 2013 SP1 as the + add record button used to give an option to add an existing records previously, and so I have logged it with Microsoft. the update was applied automatically to crm online so that's what caused a lot of confusion.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Razwan, just give the link, I will help you to vote this bug :)

  • razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Thanks Eileen, heres the link to connect but I don't know if you will be able to access it:  connect.microsoft.com/.../the-subgrid-button-now-only-shows-the-add-new-dialogue-instead-of-the-expected-add-existing-lookup-even-though-the-lookup-field-on-the-child-entity-is-not-required-maybe-caused-by-sp1

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    I've voted it Razwan, thanks.

    SO, the conclusion, it is bug an please help to vote this:

    connect.microsoft.com/.../the-subgrid-button-now-only-shows-the-add-new-dialogue-instead-of-the-expected-add-existing-lookup-even-though-the-lookup-field-on-the-child-entity-is-not-required-maybe-caused-by-sp1

    THanks.

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Apparently this was changed in CRM 2013 Service Pack 1 and CRM Online Spring ’14″ update, but in fact it has a negative impact to the user as it forces the user to use the navigation to find the entity and records in question via advanced find before they can update the record relationship with its account? Surely this is far more cumbersome process and involves a lot more effort than using the subgrids add button when working with related records?

    Even though the lookup field on the child entity is not required, we still get the ‘Add new’ dialogue instead of the expected ‘Add existing’ lookup and I have logged it as something that should be fixed via microsoft connect..please vote on the following link to vote for this fix;

    connect.microsoft.com/.../the-subgrid-button-now-only-shows-the-add-new-dialogue-instead-of-the-expected-add-existing-lookup-even-though-the-lookup-field-on-the-child-entity-is-not-required-maybe-caused-by-sp1

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the September Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
TNJ_CRM_Team Profile Picture

TNJ_CRM_Team 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans