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Microsoft Dynamics CRM (Archived)

Create New my Default on Look up field

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Posted on by 375

Hi - Is there a way to force the system to create a new record when you click the lookup button (instead of having the lookup appear then having to click new)? I know you can achieve this functionality via the sub-grid by making the 1:N relationship required.  Haven't had any luck on the look up field, if its even possible...

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  • Verified answer
    RugerSR762 Profile Picture
    RugerSR762 375 on at
    RE: Create New my Default on Look up field

    That's what I figured. thank you!

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Create New my Default on Look up field

    Not in any supported manner, there isn't.  Lookups by design assume you're looking up an existing record.

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