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Lookup field "+" New Record in Popup Modal

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Posted on by DaxjKent

Hello,

I've added a lookup field to a form that looks up Candidates from a Candidates Entity. When a Candidate does not exist in the Entity I would like to make the "+" button at the bottom of the lookup field open a popup modal form to open a new Candidate. Is this possible?

Thanks for any assistance you can provide.

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LeoAlt 16,331 Moderator on at

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Hi partner,

It is possible in D365. Actually it is by design for lookup field.

For example, I did not find the contact I want in D365 and I want to create a new contact when I choose primary contact in account form, there will be a "+" button in look up field.

Since your "Candidate" should be a custom entity, so if you click on the "+" button, D365 will open a new complete candidate form instead. If you don't want such a big form, you could enable "Quick Create" in Candidate entity properties.

Then if you click the "+" ribbon again, there will be a smaller form.

And you could configure the fields show on the quick create form in form editor.

Here are some documents for your reference.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-quick-create-forms

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-quick-create-forms

Best Regards,

Leo

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DaxjKent 20 on at

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Thanks Leo, I was hoping to use some of the PopUp Modal windows features I have been reading about so I could have our full Main form with tabs popup instead of a limited QuickCreate form.

Is there a way to attach a javascript function to the "+" button to use the

Xrm.Navigation.navigateTo(pageInput,navigationOptions).then(successCallback,errorCallback); function?

Thanks again.

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LeoAlt 16,331 Moderator on at

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Hi partner,

Unfortunately, this + button in look up field is by design.

You could disable the quick create for the entity first, and then click "Ctrl" on your keyboard and click the "+" button in lookup field, this will open the new create form in a new tab in browser.

Regards,

Leo

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___Pool___ 12 on at

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Hello Leo, I am facing a similar problem for which the quick create is not a viable solution due to the fact that our users on the +NewEntity form use a custom ribbon (custom js) to fill some of the fields of the record we are creating.

In the standard ui a popup with the complete form to create the new entity is displayed, so the custom button is available, furthermore once created the new record is automatically filled on the lookup. Do you know if it is planned a release with a similar behaviour?

In the Unified Interface if you drive your users to use the CRTL + shortcut (which is an unfriendly approach for most of the common user), after you create the record when you go back at the form the new created entity is not automatically filled in the field, more clicks that cause complaints

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