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Enabling AddNewStandard button on N:N Subgrids in the Unified Client Interface (UCI)

Posted on by 25

In coming up with a novel solution to solve another long-standing CRM issue (not being able to use variables in subgrid views), I'm using out of the box N:N relationships and subgrids on the account and contact entities along with some other rudimentary wizardry to associate and disassociate records (cases, opportunities, orders, quotes) created within the context of 1:N relationships. It's working great - now I can see Orders related to Accounts across multiple relationships in a single N:N subgrid.

My issue is that the + Add New button isn't displayed in the UCI when selecting Only Related Records, and using the +New option in the Add Existing pane fails to preserve any relationship mapping. See Below:

Adding new in the legacy/web interface:

1 - Click +New from the N:N Accounts:Salesorder subgrid

pastedimage1571852862517v1.png

2 - The Account gets populated on the resulting Salesorder record:

pastedimage1571852910944v2.png

Adding new in the UCI:

1 - Click Add Existing from the subgrid

pastedimage1571853091993v3.png

2 - Click +New on the Add Existing pane

pastedimage1571853118550v4.png

3 - The new record has no relationship mapping 

pastedimage1571853152125v5.png

So the question is - how do we either 1) enable the AddNewStandard button on N:N subgrids in the UCI OR 2) preserve the relationship mappings when creating a new record through the Add Existing route? I've been poking around in Ribbon Workbench and can't seem to make any progress.

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