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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add existing to contac...
Microsoft Dynamics CRM (Archived)

Add existing to contact Sub-grid issue on Account form

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Posted on by Community Member Microsoft Employee

Good morning,

I know there's been a lot of posts about this particular problem, but none seem to have solved the issue.

USING: Dynamics 365 - Online

I've got the contact sub-grid on our Account form and the '+' button is referring to quick create, rather than a look up (i.e. add existing).

I've checked/tried:

  • Checking to make sure the 1:N relationship field is optional
  • Ribbonbench to see if anything is quirky on there

The "add existing" is available on the associated view (see below)

Associated-Contact.PNG

Does anyone have any suggestions for changing the sub-grid + to "add existing", rather than "create record"?

I would really appreciate your suggestions!

Thanks,

Chris

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add existing to contact Sub-grid issue on Account form

    Mohd,

    You've prompted my brain...! I was too busy trying to edit the "client" on workbench and didn't think to edit the "contact" workbench. I removed the "don't show on account" command and it works now!

    Thanks so much again!

    Chris

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add existing to contact Sub-grid issue on Account form

    Can you try to create another sub grid and use another relation instead of contact. If this subgrid also doesn't show Add existing lookup then i suggest you share contact opened in ribbon workbench screenshot.

    https://community.dynamics.com/crm/b/gonzaloruiz/archive/2013/04/29/availability-of-add-new-and-add-existing-buttons-in-sub-grids

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add existing to contact Sub-grid issue on Account form

    Hi Mohd,

    I just tried your suggestion and unfortunately, it's still showing as "create new" record.

    Thanks,

    Chris

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add existing to contact Sub-grid issue on Account form

    I would advise you to recreate the subgrid again and make sure relation is optional before creating subgrid.

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