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Microsoft Dynamics CRM (Archived)

Quick Create Functionality from a Quick View Form

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Posted on by Community Member Microsoft Employee

Hi all,

I'm running into an issue with quick create functionality not working as expected from a quick view form; namely, that it doesn't use the quick create form and instead pops open the main form of the entity in a new browser window. 

Description of the Problem

I'll try to explain this as best I can

- I have the Account entity related to two custom entities (ID and Alert), both in 1:N relationships.

- On the Account, I have a sub-grid showing all related Alert entities.  Using the '+' on this sub-grid triggers the Quick Create functionality correctly.

- I then wanted to 'push' those alerts to all related ID entities.  I would also like to allow our users to be able to create Alerts on the ID level, which would be related to the Account and subsequently appear on the other related IDs.  To do this I created a Quick View form that shows the Account-Alert sub-grid and added it to the ID entity.

- Clicking the '+' on the sub-grid in the Quick View form located on the ID pops up the main form of the Alert entity instead of the Quick Create form.


Everything else about this solution appears to work perfectly.  Is there a way to force the Quick Create form to be used instead of the main form?  Or perhaps another solution I have overlooked?


Thanks in advance for any help you can offer.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Quick Create Functionality from a Quick View Form

    Sorry #1 above was unfinished.  It should read:

    1.  Quick Create is enabled for the Alert entity, and it does have a Quick Create form.  The Account lookup on the Alert is required.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Quick Create Functionality from a Quick View Form

    Thank you both for your replies.  As I feared, I don't think I explained the situation correctly.

    1.  Quick Create is enabled for the Alert entity, and it does have a Quick Create form.  The

    2.  The Quick Create functionality works without issue when initiating from a sub-grid on the main form of the Account entity.

    3.  When I create a Quick View of that sub-grid and add it to the ID entity, the Quick Create functionality does not work.  Clicking the '+' on the sub-grid contained in the Quick View opens the main form of the Alert entity instead of the Quick Create form

    I made an ID lookup field on the Alert entity and made it required as suggested; however, that removed the ability to create an Alert on the Account entity, because there is no associated ID when creating from the Account.  It also did not resolve the issue described in 3 above.

    Thank you.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Quick Create Functionality from a Quick View Form

    Chrish,

    You need to enable the 'Allow Quick Createfor the entity: Account-Alert and make sure you have at least one Active Quick Create Form for this entity and make sure also, the ID lookup field in the Account-alert entity is 'Required', this is important.

    Hope this helps.

    Thanks.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Quick Create Functionality from a Quick View Form

    First check have you set Allow Quick create option for your Alert Entity.

    3438.quickcreate.PNG

    If not then check this Allow Quick Create, Save and Publish entity customization. then check this entity has any quick create form or not.. if not need to create quick create form

    Hope this will help..

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