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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create new record from...
Microsoft Dynamics CRM (Archived)

Create new record from lookup field with bypassing the search dialog

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Posted on by Tino Rabe 652

Hi,

I want to create a new record from a lookup and bypass the search dialog.

I have followed this documentation: http://kunaltripathy.com/2017/11/27/dynamics-365-portals-create-new-entity-record-within-lookups/

It works perfectly fine and I can see the "New" button on the search dialog for the lookup field.

Next step in my desired scenario is not to show the search dialog.

Instead I want to call the record creation entity form directly from the the lookup field.

Does anyone have an idea on how to achieve this?

Thank you an best regards. 

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I have the same question (0)
  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    There is no direct method available for this, so you can try playing with JQuery.

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Tino,

    I would look at the following:  www.daisychubb.com/.../make-a-custom-button-web-resource-htmljavascript-in-microsoft-dynamics-crm

    You should be able to use this approach and create a web resource to populate fields of your new entity or even open that main form if you would like.

    Hope this helps.

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