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Microsoft Dynamics CRM (Archived)

Remove drop-down from sub-grid add button

Posted on by 685

I want to remove the dropdown from the Subgrid on Add button. Please guide me for the same. I have Lead's Subgrid on Account Entity.

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  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Remove drop-down from sub-grid add button

    Hi  Hardik,

    You can see the lookup as when you are creating the record of lead there is no required field except lead name , so you can go to lead entity and make another field mandatory or make the related field as required .

    So it will allow to create in new window with all the mandatory fields for lead entity instead of only lookup.

    Hope this helps.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Remove drop-down from sub-grid add button

    Hi harry,

    It is related to entity permission, if you remove the create rights for that entity you wont see that add button, Please try and let me know.

    Best Regards,

    Shahbaaz

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Remove drop-down from sub-grid add button

    Edit the Lead ribbon and disable the 'Add Existing{0}' button under the Sub-Grid ribbon.

  • Suggested answer
    Clem Profile Picture
    Clem 2,541 on at
    RE: Remove drop-down from sub-grid add button

    Hello,

    To directly open the quick create form from the + button, please follow these instructions : stuffandtacos.azurewebsites.net/.../directly-create-new-record-with-on-subgrids

    Clément

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