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Populate certain field when Creating a record from subgrid.

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Posted on by RTG

Hi All,

I have an Entity A and Entity B. Entity B has a sub grid on Entity A.

i wanted to try out a functionality in which if I am creating a new Entity B record from sub grid(clicking on Add record + button), i want certain field(Single Line of Text) to have "Not required" populated.

whereas when i am navigating to the entity from sitemap and creating a record, the field should not be automatically populated.

Is it possible? I am trying out JavaScript for this.

Can you please suggest/help on how can I achieve this?

Thanks in advance.

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Pradeep Rai 5,489 Moderator on at

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You want to populate hardcoded value or some values from entity A. Please confirm?

Thank You,
Pradeep Rai.

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RTG 15 on at

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Hi Pradeep Rai,

it should be hardcoded.

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Pradeep Rai 5,489 Moderator on at

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Hi,

You can achieve the same with JavaScript and you need register the script on Quick Create Form.

as described in below link:

Which means when you create the record from subgrid it will open quick create and your logic will execute.

But when open the record from sitemap then CRM will open Main form and we do not have any logic on main form so it will be blank.

Thank You,

Pradeep Rai.

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RTG 15 on at

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Hi ,

thanks for your quick answer.

the subgrid button doesn't open the quick create form instead in both the cases main form is opened.

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Pradeep Rai 5,489 Moderator on at

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Hi,

Please refer below link to open quick create form for subgrid.

https://carldesouza.com/quick-create-forms/

Thank You,
Pradeep Rai.
Please mark the answer as VERIFIED. If this is helpful.

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RTG 15 on at

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Hi,

the forms in both the ways to create a record are same.

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Pradeep Rai 5,489 Moderator on at

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You mean, you will use main form only to create records?

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Abdul Wahab 12,119 Moderator on at

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Hi RTG,

As per my very little knowledge, you can achieve your requirement using field mapping.

For more details: www.linkedin.com/.../

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Does same process will be applicable when user will try to create Entity B record directly ? If no then will have to add some exemption in JS for this scenario.

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RTG 15 on at

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Hi ,

If a user creates a record For entity B directly, it will not populate the one of the field(Single line of text) present on the form.

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