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Microsoft Dynamics CRM (Archived)

hide lookup records in subgrid, create new entity in one click

Posted on by Microsoft Employee

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In a sub-grid, how can I hide past created entities? I don't want users to select duplicates. Each record needs to be unique/used only once.

Is there a way to create a new record by clicking the yellow highlighted + icon? instead of the magnifying glass and +new

Thanks

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  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: hide lookup records in subgrid, create new entity in one click

    Hi Cythia

    You could put a filter on that view to hide records that have a created on date (every record will have that)

  • Verified answer
    Saroj Das Profile Picture
    Saroj Das 3,355 on at
    RE: hide lookup records in subgrid, create new entity in one click

    Make the Regarding field of your child record (the form which is opening on click of New currently ) as Business required. The New record form will open when you click on the + button.

    Thanks,

    Saroj

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