Subgrid "+" sign to create a new email record, instead of lookup - How?

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Posted on by rskadk1

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Hi,

Usually I have the activities as subgrid on my case form. When I click the "+" sign I can choose between tasks, emails etc. When I click ex. Email. It opens a new window where I can create the email.

However if I display emails in a subgrid on my case form (Then I can create a view with relevant email data.ex To, From etc - and these information's cannot be accessed from activities unfortunately?). Then when I click the "+" sign I get the l lookup field, and not the new window where I can create a new record.

Other places in the system I have changed the parent/primary key in the "target entity" to business required, then I don't get the lookup window.

But how can I do this for email? I tried changing the "regarding" to business required, but this doesn't changed the behavior?

I only wan't to use standard CRM customizations, not javascript etc etc to make it work..

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rskadk1 886 on at

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LuHao 40,892 on at

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Hi rskadk1,

The social panel of the Case form is the Timeline component, which is different from the normal sub-grid.

For Timeline, please refer to this article:

https://community.dynamics.com/crm/b/matthewwebbdynamics365/archive/2017/06/27/activity-timelines-in-dynamics-365

For a normal sub-grid, we click on the "+" sign. The first thing that appears is the search box. If we can't find the record we want, we can click "+New" to create it.

If we want to click the "+" sign and pop up the window for creating an email, then we have to set the Records of the properties of the sub-grid as All Record Types instead of Only Related Records.

In addition, we can create new emails with Quick Create.

If my answer is helpful, please mark it as verified. This will help other users with the same theme.

Hope this helps.

Best Regards,

Lu Hao

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rskadk1 886 on at

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Thanks for your answer Lu Hao,

This approach works almost. I can get the "+" sign and popup window working from the Email subgrid in cases (I have displayed the email subgrid - and do not use the social pane for creating email)

However following your approach I see all emails in the subgrid, not only the related emails to the case. Further more the regarding field is not populated automatically by doing this. So this approach will not work unfortunately..

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LuHao 40,892 on at

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Hi rskadk1,

I am sorry that I misunderstood your needs.

Here is a good solution:

We need to create a Lookup field for the Email entity and set its Target Record Type to Case. Then set its Field Requirement to Business Required.

Then, in the sub-grid properties, we select the Entity as Email Messages(field name) instead of Email Messages (Regarding).

Please refer to these articles:

https://crmtipoftheday.com/8/make-a-subgrid-button-launch-a-new-record-form/

https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/10/23/know-how-d365-customer-engagement-sub-grid-create-new-record-or-lookup-to-existing

https://community.dynamics.com/crm/f/117/t/136320

If my answer is helpful, please mark it as verified. This will help other users with the same theme.

Hope this helps.

Best Regards,

Lu Hao

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CRM Develope 894 on at

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Hello

Please check below link :-

www.inogic.com/.../sub-grid-add-action-behavior-in-dynamics-crm

Thank you

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Aric Levin - MVP 30,190 Moderator on at

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You need to change hide the Add Existing buttons for the subgrid on the email entities. If you don't have Ribbon Workbench installed download Ribbon Workbench 2016 or it's available as part of XrmToolbox.

Create a solution and include the email entity in the solution (no need to add forms, views, etc...)

Open Ribbon workbench and choose the solution that you just created. You will see the email entity Home, Subgrid and Form command bars. In the subgrid command bar, you will see 2 Add Existing {0} buttons.

Simply right click on each, and choose Hide:

Hope this helps.

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rskadk1 886 on at

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I set the "regarding" field on email entity to Business Required. This fixed the issue.

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