Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I display the Q...
Microsoft Dynamics CRM (Archived)

How do I display the Quick Create form based on a contact type?

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I have 2 types of Contacts- A & B. My contact form (Main) consists of a field called Contact Type with the options A & B. Depending on the options chosen, I have different fields displayed through the business rule of visibility. Now, in my case form, I have 2 fields called Name of A and Name of B of the type 'look-up'. My question is when you want to create a new record for say A, how can I configure my Contact Quick Create form to have only the fields relevant to A along with a field specifying that this contact is of type A. 

Then, when I want to create a new record for B from my case form, it should display the Contact Quick create form with fields only relevant for B with the Contact Type field saying this is B. Not sure how to carry this out as I couldn't find any option for creating a business rule in a Quick Create form. Any suggestions would be helpful. Thanks in advance.

*This post is locked for comments

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: How do I display the Quick Create form based on a contact type?

    Seems like only unsupported customization can help which is not recommended.

    Here's how to add a javascript on quick create forms: www.powerobjects.com/.../adding-javascript-to-quick-create-forms-in-crm-2015

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do I display the Quick Create form based on a contact type?

    Hi Prashant, my question is more towards in my case form, I have 2 fields.. Is it possible to display two different Contact Quick Create forms (one for Type A and another for Type B) since there is no business rule possible in a Quick Create Form?

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: How do I display the Quick Create form based on a contact type?

    For a user to create contact of type a or b, he will first have to click on new quick create form and then specify type on the form.

    Are you saying you need two different buttons for quick create contact a and contact b, if yes, it would be unsupported as you would need to place that button on navigation bar.

    if you need two different buttons on command bar or somewhere else it seems possible, let me know for further help

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans