Microsoft Dynamics CRM (Archived)

Open a quick create form

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Posted on by happyman

565

Hi,

i have added a subgrid on my form, and i'd like when i click on the (+) i can open a quick create form

4301435.Capture.PNG

any help please.

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Anas Rafik 365 on at

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Try to autorize quick create from the entity

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Aric Levin - MVP 30,190 Moderator on at

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That should be default behavior if you have Quick Create Enabled.

If you have an existing solution, go to your solution and enable Quick Create. If not, got to Customizations -> Customize the System and enable Quick Create.

To enable Quick Create, inside the solution window, expand entities, and click on the name of the entity that you want to enable Quick Create for.

On the General Tab of the Entity Properties, scroll down to the Data Services section, and check the Allow quick create checkbox.

Save and Publish your changes.

Go back to your form and refresh it, and then clicking on the plus sign should open the Quick Create form.

Note: Make sure that you have created a Quick Create form for that entity.

Hope this helps.

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Community Member on at

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In order for the quick create form to appear you need to:

- Enable the entity on the general tab for quick create

- Create a form of type "Quick Create" for that entity

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gdas 50,091 Moderator on at

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Hello Happy ,

Please follow below step -

Go to Settings --> Customization -->Customize the System/ Solution --> Find the sub Grid entity

1. Select the entity --> In the entity information page make sure you checked "Allow Quick Create".

2. Go to the forms and make sure you have Form type "Quick Create".

3. Select forms , in the top navigation you can see a button called Form Order , select Quick Create Form set and make your form in the top order.

4. Go to Quick create forms and make one field mandatory.

5. Doing above chages , do publish all customization and then CTRL +f5.

Hope this helps.

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happyman 565 on at

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Hi all,

Thanks a lot for your feedback, it is working now

Can I launch the quick creation page directly without clicking on "new" button

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gdas 50,091 Moderator on at

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Hi Happy ,

Please make the lookup of the parent as “Business Required” in the child form.

In simple way go to Go to Settings --> Customization -->Customize the System/ Solution --> Find the sub Grid entity

Expand the sub grid entity -->Go to N:1 Relationship --> Find the relationship type referential ( Related Entity should be your subgrid entity and parent entity is in which entity form you can see the subgrid) --> Open the relationship and make it mandator --> Save and Close --> Publish .

Hope this helps.

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happyman 565 on at

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Hi Goutam Das,

Thanks a lot.

Can you give please a print screen to give more details.

I appreciate your help

Regards.

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gdas 50,091 Moderator on at

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Hi Happy,

Please find below screenshot -

Here is the output -

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happyman 565 on at

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thanks a lot Goutam Das !

it works fine now :)

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