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Over-ride quick create form when adding new contact from Subgrid

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Posted on by Seamus

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Hello,

I have a subgrid of contacts linked to an account but when I click on "+" to add a new contact from within this subgrid of contacts (on the ACCOUNT form), I am only offered the "quick create" contact form.

Is there a way of over-riding this behaviour and associating a different/custom form for adding a contact at this level?

Thanks for your help.

- Seamus

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Bipin D365 28,961 Moderator on at

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RE: Over-ride quick create form when adding new contact from Subgrid

Hi,

You are correct. This setting applied at Entity level and can not be configured to restrict to certain forms.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Seamus 1,575 on at

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RE: Over-ride quick create form when adding new contact from Subgrid

Thanks, good advice. The only issue is that it is the contact entity, - so, many other Users (accessing via different forms) need to use quick create. I presume I can't restrict 'quick create' to certain forms - I presume it is disabled at entity level?
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RE: Over-ride quick create form when adding new contact from Subgrid

Hi Seamus,

If so, you could uncheck the Allow quick create.

And then click the Form Order button to move your custom form up:

Finally, publish your customizations.

By the way, make sure you select the form in the APP Design.
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Bipin D365 28,961 Moderator on at

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RE: Over-ride quick create form when adding new contact from Subgrid

Hi,

Have you tried disabling Allow quick create option ?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Seamus 1,575 on at

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RE: Over-ride quick create form when adding new contact from Subgrid

Thanks for your help - yes I want to show Custom Main form instead of Quick create form. I have tried unselecting all but 2 contact forms (including the quick create - it is NOT selected) but it is still defaulting to quick create. Note: The context may be key here - I am trying to create a contact from within a subgrid of associated contacts on the ACCOUNT form using the "+ New Contact" option.
Seamus 1,575 on at

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RE: Over-ride quick create form when adding new contact from Subgrid

Thanks for your help - that is an option but ideally I am trying not to use a quick create form at all - but instead use a "normal" custom form, however I am not getting the option of a form selecter, - it is just defaulting to quick create.
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Bipin D365 28,961 Moderator on at

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RE: Over-ride quick create form when adding new contact from Subgrid

Hi,

Do you want to show Custom Main form instead of Quick create form?

You can unselect quick create form from App designer and add your new custom form in App designer.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
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RE: Over-ride quick create form when adding new contact from Subgrid

Hi Seamus,

Do you mean you want to use your custom quick create form to replace the original quick create form?

If so, please follow the steps.

1. Navigate to Contact entity and create a quick create form.

2. Save and close it and click the Form Order button to move your new created form up.

3. Save and then publish your customizations.

Result: