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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.

I have the same question (0)
  • Suggested answer
    Satish1024 Profile Picture
    Satish1024 107 on at

    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.

  • Himanshu_Sharma Profile Picture
    Himanshu_Sharma 20 on at

    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.

  • Satish1024 Profile Picture
    Satish1024 107 on at

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

  • Community member Profile Picture
    Community member 2 on at
    Is there any way to achieve this? I also have the same requirement.
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at
    Hello User,
     
    Please refer below article which will help you to resolve your issue. 
     
    Thank you,
    Amit Katariya

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