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Microsoft Dynamics CRM (Archived)

Quick View Form on child entity and creating records from it

Posted on by 65

New to working in D365 (I'm coming from CRM2011 so I've missed a few versions). I'm trying to figure out an issue I'm having in D365 (on premise v8.2). I've added a quick view form from contact (for addresses) into one of our child entities. This is displaying addresses for the contact on the child record form, as intended (I selected the appropriate lookup to the contact and then contact as the related entity).

However, now when I press the + on my quick view form to add a new address record, it's trying to attach the address to the child record, rather than the contact and thus a business process error throws as "Parent type 10065 not supported for address type 1071!"

10065 is the type for the child entity, although I'm not sure what "address type 1071" is as it's not an option on the Address Type field.

Why is this not mapping the contactid for the address since that is the lookup I have selected for the form? Is this expected behavior from a quick view form? Will I need to code around this with a workflow or plugin when adding an address to go get the contactid? I was hoping to use this quick view form several places in our system so they can add an address to the contact from several places in the system that have contact as their parent record.

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  • Mproper Profile Picture
    Mproper 65 on at
    RE: Quick View Form on child entity and creating records from it

    Thanks. I ended up coding it into an address precreate plugin to pick up the current (child) parentidtype, then querying for the contact it was related to and setting the parentid to that contact's GUID (and the parentidtype to "contact"). Working fine now.

    I don't think I can add a subgrid for it since there's no relationship between the address entity and the child entity, but the plugin is working fine.

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Quick View Form on child entity and creating records from it

    Hi there,

    The quick view form is only aware of the "host" entity when a new record is added.

    You could try to use a normal subgrid to show and add the addresses on the child entity form.

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