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Microsoft Dynamics CRM (Archived)

No quick create for cases from contact

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Posted on by 102

Hi,

I have the problems with the quick create functionality.

In our contacts, we have 4 subgrids. One for Opps, one for cases, one for orders and one for appointments. Quick create works fine on appointments and on opps. But on cases it won't. On orders quick create is disabled.

So: for cases I enabled the Allow quick create checkbox in the solution and created a quick create view, but pressing (+) will just open the search.

BUT: I have a subgrid for cases in accounts too and there the quick create view works great.

Any suggestions?

Best,

Robin

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I have the same question (0)
  • Verified answer
    Wouter Madou Profile Picture
    3,392 on at

    Make the contact lookup on case mandatory.

    Alternatively disable the 'add existing' button through the ribbonWorkbench.

    edit: Here is a good explanation to your problem:

    https://www.powerobjects.com/blog/2015/03/10/open-quick-create-sub-grid/

  • Verified answer
    Priyesh Profile Picture
    7,396 User Group Leader on at

    Hi,

    The reason you are seeing only the search despite having Allow Quick Create enabled for Cases is - The Contact lookup on the Case record is not set to required. Please set it to Business Required so that Quick Create is triggered from the Contact entity.

    Hope this helps.

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