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Microsoft Dynamics CRM (Archived)

"+" button in editable grid is not working.

Posted on by 290

"+" button in editable grid is not working.

Even if I use Associate view button I have to refresh the page to see the records.

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  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: "+" button in editable grid is not working.

    Hi Jomy,

    I think you are probably missing some details from you question.

    Does the plus button open a new form or quick create form, or does it just do nothing?

    If it opens a new form or quick create form then it is doing what it's supposed to do.

    Editable grid does not create new records, just edits existing ones.

    The main question is what happens after you save the quick create form or new form. Does the record not show up on the editable grid, and then you have to refresh?

    Can you please provide some further information?

    Thanks.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: "+" button in editable grid is not working.

    Hi Jomy ,

    if you are Admin the last chance before to open a ticket to Microsoft is to check if there is any customization over your entity within the Ribbon Menu.

    Proceed as follows:

    1) Create a solution

    2) Add your entity to solution. NB Only Metadata (no attributes, viewes or other stuff)

    3) Export

    4) Unzip

    5) Open customization.xml file

    6) Search for RibbonDiff

    7) If there something inside the found tag related to contact, you have found your issue!

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Jomy Jose Profile Picture
    Jomy Jose 290 on at
    RE: "+" button in editable grid is not working.

    Thank you for the reply, but I tried as System Admin and still facing the same..

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: "+" button in editable grid is not working.

    Hi Jomy,

    please check the following privilege over you main entity and contact entity, please set in these two entities:

    User Role -> Main Entity -> Assign -> Organization

    User Role -> Main Entity -> Assign To -> Organization

    User Role -> Contact -> Assign -> Organization

    User Role -> Contact -> Assign To -> Organization

    Then try.

    If this action work, go "downstair" until reach your goal.

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn   Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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