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?
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;
I've voted it Razwan, thanks.
SO, the conclusion, it is bug an please help to vote this:
THanks.
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
Hi Razwan, just give the link, I will help you to vote this bug :)
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.
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?
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?
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?
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.
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