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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Disable Quick Create f...
Microsoft Dynamics CRM (Archived)

Disable Quick Create form of Appointment.

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Posted on by Anchal Kumar 85

I had appointment grid on dashboard now the problem is when i click on add button of grid that is opening quick create form of appointment but i want to open regular(main) form. Allow quick create property of appointment is already checked and i am not able to to mark uncheck. 

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  • Verified answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    I would suggest you to try deactivating or setting security roles for the form, but I just give a try and it didn't allow me to do that

    You could open the Ribbon, and change the command that is triggered there, for a JS function that would open the full form (I do believe this is not supported though)

  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    We are doing exactly what Oliver explained, it supported.

    Create a new solution with only adding Appointment entity & take a backup.

    Open Appointment entity only solution in Ribbon workbench, customize the command, then replace the command with your own JavaScript command to open regular form using openEntityForm

    community.dynamics.com/.../xrm-utility-functions-openentityform

  • HodgesW Profile Picture
    HodgesW 410 on at

    [quote user="Arun Vinoth Thiyagarajan"]

    We are doing exactly what Oliver explained, it supported.

    Create a new solution with only adding Appointment entity & take a backup.

    Open Appointment entity only solution in Ribbon workbench, customize the command, then replace the command with your own JavaScript command to open regular form using openEntityForm

    community.dynamics.com/.../xrm-utility-functions-openentityform

    [/quote]

    So does that mean it would always open as a blank form regardless of the page you come from? Kind of a bummer to have to create a JS 'if' statement for every type of entity where you want to utilize this function and still have some auto-fill capabilities. 

    Strangely enough, utilizing the "+" quick create option in the top right next to search and advanced find, still opens the full form for Appointments and Tasks.

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