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Microsoft Dynamics CRM (Archived)

Quick Create

Posted on by

Hi,
I would like to click on "+" on the subgrid and have it open the Quick Create From.

8510.QuickCreate.PNG

However, there seems to be 3 clicks before loading the Quick Create,

I set the related lookup on the Quick-create form as business required but its not helped.

Any ideas ?

Thanks,

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  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Quick Create

    Hello,

    1. Doublecheck that you have 1-N relationship used in the grid and not N-N.

    2. Doublecheck that you set requirement level on the lookup field. Setting it on the form through some way doesn't work.

    3. Doublecheck that you published customizations after changes were done.

    4. Try to open browser in incognito mode - there is a chance that customizations were not shown due to cashing.

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