Microsoft Dynamics CRM (Archived)

Lookup sub grid (CRM 2013)

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Posted on by Raphi

186

Hello

I created a sub grid in the entity "Accounts" with "Allow quick create".

But when I want to add something, I can first search for an entry.

How can I directly create (without clicking on the "+", magnifier and "New+") a new entry (like it is for the sub grid "Recent Cases" or "Recent Opportunities")?

Greetings

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Raphi 186 on at

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If it would be possible to change the view of the subgrid to the associated view then the problem would be solved, but I just can choose between active and inactive

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Aileen Gusni 44,524 on at

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Hi, make sure in your new entity, the relationship field to the Account is required.

Then, here is the result on your Account subgrid when click the + button

*It is similar to Recent Cases and Recent Opportunities subgrids.

No more Magnifier and Lookup Searching Box at the very first.

Hope it helps!

Thanks.

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Raphi 186 on at

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Very nice!! Thank you very much!!

Would it be possible for you, to look at my other request? community.dynamics.com/.../127672.aspx :)

Thank you again!

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Aileen Gusni 44,524 on at

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Hi Raphi, Thank you.

I will take a look your another request, but maybe need your clearer explanation about that, okay, we move to your next question.

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