How to set field value in a Quick create form based on the lookup field

(1) Share

Report

Posted on by Jay33

I want to show/hide or set field values in a Quick Create form based on the lookup field calling the Quick Create form.

Want to know ways to open different custom quick create forms from different lookups

Could someone assist me with this, please?
Thanks!

I have the same question (0)

All responses (4)

Answers (0)

Leah Ju Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Partner,

Maybe you can use Javascript to open quick create form:

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform

Was this reply helpful? Yes No
Abhiram Thulasi 2 on at

Like (0)

Report
Copy link

Link copied!

Hi,

You can achieve this requirement using JS. Please refer to the below details to call quick create form of a table using JS.

You may pass additional parameters based on your lookup values.

https://carldesouza.com/using-xrm-navigation-openform-to-open-quick-create-in-dynamics-365/

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform

Was this reply helpful? Yes No
HeidiN 4 on at

Like (0)

Report
Copy link

Link copied!

Agree with the other 2 replies, this solution requires custom code.

You were **so close** to being able to use Business Rules.... And gosh do I love Business Rules.

If "based on the lookup field calling the Quick Create form" and "Want to know ways to open different custom quick create forms from different lookups" were not part of your requirements, you'd be rocking and rolling with out-of-the-box configuration solutions.

Was this reply helpful? Yes No
Ram Prakash Duraisamy 2,289 on at

Like (0)

Report
Copy link

Link copied!

HI,

On Load of Quick Create based on the Lookup Get the value from the Parent Record using ODATA and you can implement the Logic for Show/Hide or Set value.

Please mark as Answer if it is helpful and provide Kudos

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Follow me on Twitter : @rampprakashd
Blog : https://microsoftcrmtechie.blogspot.com

Was this reply helpful? Yes No