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No quick create for cases from contact

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Posted on by Robin Pi

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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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Priyesh 7,392 User Group Leader on at

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RE: No quick create for cases from contact

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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Wouter Madou 3,392 on at

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RE: No quick create for cases from contact

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/

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