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Customer experience | Sales, Customer Insights,...
Suggested Answer

Open new record creation in window instead of new window

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Posted on by 2
Hi,
 
On the opportunity record we have created a related entity and showed this as a sub grid on the opportunity form.
This works as expected. What I need is that when on the top right of this subgrid a new record is added, the window to add this, is opened on the right side of the window as a sort of overlay, so you still see the opportunity record. Now if I /Add new record/ a whole new window is opened, when I press save and close I return to the opportunity but I want to see the opportunity record still.
 
How can I achieve this?
 
Regards, Paul
 
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Paul,
    ..the window to add this, is opened on the right side of the window as a sort of overlay,...
    What you want to show is the Quick Create form.
    Following these steps:
    1.Enable 'Allow quick create' for the related entity.
    2.Create one quick create form for this related entity:
    3.Add this quick create form to the current app.
    Please refer to the following blogs for more details:

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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