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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Disable Quick Create F...
Microsoft Dynamics CRM (Archived)

Disable Quick Create Forms from Subgrid

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Posted on by Eric Blanco 95

We have enabled the quick create form for the Opportunity entity but noticed that the quick create form also pops up when you click "Add New" from an opportunity subgrid. We want the normal form to pop up from the subgrid. Is there any way to disable quick create form from the subgrid but keep it enabled otherwise? Thanks in advance.

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  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hello,

    This is unfortunately not possible out-of-the-box. When Quick Create is enabled, it will always be used when you are trying to create a record from a subgrid.

      

    You can use the Ribbon Workbench to replace the standard [+] button with a custom one if you like, you can trigger any Javascript code with a custom ribbon button, including code to open a regular popup with a new Opportunity Form.

  • Eric Blanco Profile Picture
    Eric Blanco 95 on at

    Thanks, Michel. Can you point me to any sample javascript to open the default Information form instead of the quick create form? We already have a custom button in the ribbon I can leverage. Thanks.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Eric ,

    You can disable quick create by  going to settings -->Customization -->Customize the system--> Select Entity --> uncheck allow quick create form.

    thecrmwiz.com/.../dynamics-crm-2013-quick-create

    As Michel mentioned earlier  that is the best solution you can create one custom button and on button click write a javascript function to open the enity form using openentityform. Here is the reference.

    msdn.microsoft.com/.../jj602956.aspx

    community.dynamics.com/.../xrm-utility-functions-openentityform

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Eric ,

    Here is the sample Javascript.

    function OpenCreatForm() {  
    var windowOptions = {
        openInNewWindow: true
    };

    //You can  pass parameter  populate related field when open the form
    var parameters = {};
    parameters["FieldName"] = "455555"; //Replace open entity field name which you want to pre-populate
    parameters["FieldName"] = "AnyText"; //Replace open entity field name which you want to pre-populate
 
    Xrm.Utility.openEntityForm("entityname", null, parameters, windowOptions); //Replace the entity name of the Entity which you want to open

}


    Hope this helps

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hey Eric,

    Looks like Goutam beat me to the answer. Xrm.Utility.openEntityForm would be the one you need for CRM 216 :-)

    https://msdn.microsoft.com/en-us/library/jj602956.aspx#BKMK_OpenEntityForm 

      

    This method has been deprecated in Dynamics 365 version 9 though, please take that into consideration. It will be Xrm.Navigation.openForm in version 10

    https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming 

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-navigation/openform 

  • Eric Blanco Profile Picture
    Eric Blanco 95 on at

    Thank you Michel and Goutam!

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