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

Quick Create form for Opportunity Products Grid

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Posted on by ashok teja 290

Hello, 

We have a requirement where we need to open 'Quick Create' form for opportunity products on click of opportunity product grid plus '+'  button  on 'Opportunity Form', We've enabled the 'Quick Create' functionality for the 'Opportunity Products' and created a quick create form, Created a new view and added on 'Opportunity' form still it's not opening quick create form instead opening main form, we also tried by hiding add existing button for opportunity products views using ribbon workbench.

Thanks 

Ashok J

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  • Suggested answer
    AbiRami Profile Picture
    AbiRami 516 on at

    Hi ashok,

    Refer the link below:

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

    Thanks

  • ashok teja Profile Picture
    ashok teja 290 on at

    Hello Abi,

    Thanks for your response, We've already tried with the link, which you provide, but it didn't work, It's opening main form instead of 'Quick Create'.

    Thanks

    Ashok J

  • Verified answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    In the opportunity product add button write your code to open the quick create form

    Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback);

    msdn.microsoft.com/.../jj602956.aspx

  • ashok teja Profile Picture
    ashok teja 290 on at

    Hi Alagu nellaikumar,

    We tried this and it's worked perfectly in online CRM(Dynamics 365- 8.2), We added a new view on opportunity form and made changes in the command actions of  Opportunity product grid plus '+' button using ribbon workbench but when we did same in one of our On-Premise CRM it's not working as expected, It's opening inline edit grid like below even we added a new view. 

    5557.opportunity.PNG

    Do you have any suggestions to fix this issue. 

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