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.
*This post is locked for comments
Thank you Michel and Goutam!
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
Hi Eric ,
Here is the sample Javascript.
Share
Report
All responses (
Answers (
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
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
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.
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.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156