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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to open a main for...
Service | Customer Service, Contact Center, Fie...
Suggested answer

How to open a main form in Modal Dialog when clicked on New Record in Look up field

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Posted on by Himanshu_Sharma 20

I am trying to achieve this functionality of opening up modal dialog when I am on a lookup field.

Step 1: Go to a lookup field

Step 2: Click the search icon and at the bottom of the drop down, select the "New record"

Step3: Currently it opens up a quick create form

I want the main form to open up in modal dialog.

Additional Information:

Currently I am able able to open a Modal dialog (Main form in read only) through java script when I click on any specific record displayed by the lookup. But as I said earlier, I want the same functionality when I try to create a new record.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    How to open a main form in Modal Dialog when clicked on New Record in Look up field
    Hello User,
     
    Please refer below article which will help you to resolve your issue. 
     
    Thank you,
    Amit Katariya
  • Community member Profile Picture
    Community member 2 on at
    How to open a main form in Modal Dialog when clicked on New Record in Look up field
    Is there any way to achieve this? I also have the same requirement.
  • Satish1024 Profile Picture
    Satish1024 107 on at
    RE: How to open a main form in Modal Dialog when clicked on New Record in Look up field

    Got it. So, you dont want quick create form to open. I am afraid there is not much we can do here.

  • Himanshu_Sharma Profile Picture
    Himanshu_Sharma 20 on at
    RE: How to open a main form in Modal Dialog when clicked on New Record in Look up field

    I have the quick create form currently opening for the entity in question (Account entity). I was exploring to open the main form as a Dialog in create mode.

    But then that "Form Open" should trigger once a user selects the "new" link/button on lookup field.

  • Suggested answer
    Satish1024 Profile Picture
    Satish1024 107 on at
    RE: How to open a main form in Modal Dialog when clicked on New Record in Look up field

    Not related to modal dialog but if you want to prevent opening another window, you can create a 'quick create' form for the entity in question.  When you click on the new button from lookup/subgrid, it will open in a pane right-hand side. Maybe it is a better solution.

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