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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Open Quick Create form...
Microsoft Dynamics CRM (Archived)

Open Quick Create form with N:N Relationship subgrid

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Posted on by Community Member Microsoft Employee

Hello everyone!

I have this request. I have a N:N relationship between Items and Transfers of items (inventory management system). 

I have the subgrid of transfer in my Items form. When i click the + sign i want to open the quick create form. Basically i want to avoid the lookup and just go straight on to the quick create or popup form. However there is no related field , no mapping i can do to make the field Mandatory. When you make it required the form opens in quick create. It seems that CRM relates the two entities internally and there is no way to map them otherwise.

How can i do it?

Thanks a lot !

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  • Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: Open Quick Create form with N:N Relationship subgrid

    If your query is resolved, feel free to mark responses as answers. Thank you

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open Quick Create form with N:N Relationship subgrid

    Thanks for your reply. Yes it will work with 1:N . However an Item can have many Transfer , but also the same Transfer can be used for more than one item , for example From England to Germany. Therefore i need N:N relationship

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open Quick Create form with N:N Relationship subgrid

    yes i'm using native N:N relationship. This could work only with manual Relationship by creating a middle table to connect with two 1:N relationships to the other two entities

  • Verified answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: Open Quick Create form with N:N Relationship subgrid

    Hi Shak,

    In that case, as you said no need to use existing item transfer, and an item can have more than one transfers, the ideal relationship for this scenario is 1:N. For N:N, it won't work as you expected.

    Kindly tick verify answer if this resolves your query.

  • Suggested answer
    Rahul-Waghmare Profile Picture
    Rahul-Waghmare 990 on at
    RE: Open Quick Create form with N:N Relationship subgrid

    Hi Shak,

    Which relationship you are using manual or native. I think quick create functionality will work only with manual N:N relationship not with native N:N relationship.

    Regards,

    Rahul

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open Quick Create form with N:N Relationship subgrid

    Thanks for the reply.

    I think that method only works for 1:N relationships. I have tried that and it works for 1:N .

    The problem is with N:N relationships which is seems it won't work like that.

  • Suggested answer
    Rahul-Waghmare Profile Picture
    Rahul-Waghmare 990 on at
    RE: Open Quick Create form with N:N Relationship subgrid

    Hi,

    This link may help you.

    www.powerobjects.com/.../open-quick-create-sub-grid

    Regards,

    Rahul

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open Quick Create form with N:N Relationship subgrid

    The reason i want to use Quick Create is because there is no need to choose an existing Transfer. An item can have many transfer from one place to another but there is no need to choose an existing transfer of another item for the current one.

    Is there no way to do this?

    I have tried to add a lookup field "Regarding Item" which auto populate the value on the Transfer form , also made it Business Required but still won't bring up the quick create form or popup.

  • Suggested answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: Open Quick Create form with N:N Relationship subgrid

    Hi Shak,

    Can you please let me know any specific reason to open quick create form directly? As, the OOB behavior seems logical and allows user to select existing record and if it is not present then create it instead of directly creating. This will remove chances of having duplicate records and hence I believe it should be used as it is.

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