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Dynamics 365 general forum

Force the user to add quick create

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Posted on by 140

Hey, guys, I need some feedback on quick create 

I have this quick create and a grid that displays data I was wondering is there any way to force the user to add at least one quick create and if grid counter is 0 prevent them from going to next stage.

Can this be done using dynamic functionality or is there query involved or javascript  

The quick create is from a different entity 

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  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Force the user to add quick create

    Hi partner,

    First, If you want users add records by quick create in subgrid, you could the following ways.

    1.Make sure the entity that you want to create has a quick create form.

    2.The two entities have a 1:N relationship between them and the subgrid is on the parent entity form.

    Second, if you mean you want to prevent them from going to next stage in a BPF if there is no record in subgird, you could refer to the following blog.

    https://community.dynamics.com/365/b/goutamdas/archive/2018/10/13/how-to-prevent-moving-bpf-next-stage-or-set-current-stage-active-based-on-sub-grid-record-count-or-any-type-condition-in-dynamics-365

    Hope it helps.

    Best Regards,

    Leo

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