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Hello everyone,
I have 2 forms on the 'Account' entity - Sales/Purchases. I also have a sub-grid linked with a 1:N relationship to the 'Opportunity' entity. The 'Opportunity' entity also has 2 forms - Sales/Purchases.
When I click on the 'New' ( + ) button on the sub-grid, I want to open the Quick Create form for the 'Opportunity' entity which corresponds to the currently opened form from the 'Account' entity.
Example: Customer Mike is with a currently opened form 'Sales'. When I click on the 'New' ( + ) button on the sub-grid, I want to open the 'Sales' Quick Create form for the 'Opportunity' entity.
We also have a customer Jake who is saved with the 'Purchases' form. I want to automatically open the 'Purchases' Quick Create form to create a new 'Opportunity' for Jake.
Is it possible to achieve this behaviour in a supported way in version 8 in the web (NOT Unified Interface) with JavaScript?
I am sorry if the question is confusing I tried to explain the problem in the best possible way. I am open for follow-up questions and comments.
Thank you for taking the time to read my post.
Hello Bipin,
Thank you for your suggestion.
Unfortunately, I cannot do what you suggest due to requirement restrictions.
I was thinking, maybe there is a parameter on the Quick Create form which keeps information about the navigation stack which includes its parent form? If there is something similar in the documentation I obviously cannot find it.
Hello,
You can achieve your requirement with two client API -
To get the current form selected - docs.microsoft.com/.../formcontext-ui-formselector
To open quick create form [FormId parameter can be used to open specific quick create form and entityFormOptions["useQuickCreateForm"] = true; to open quick create form] -
docs.microsoft.com/.../openform
You will need to either customize existing new+ button or hide OOB button and add your own button.
Good Luck!
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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