regarding Forms relating to subgrid

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Posted on by Community Member

hi as we know when we click add button of subgrid it will open default information form but here i want to open a custom form (i created a new form) on click of that add button i want tot open my custom form is there any possibility

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ScottDurow 21 on at

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Hi,

The only way that you can reliably control the form for Add New on a subgrid is by enabling quick create and configuring that.

Forms are deigned to be a Role Based way of showing different information to different users - they are not designed to be used conditionally depending on the data in a record or the form that is being used to open the record from.

See info on quick create forms - technet.microsoft.com/.../dn531126.aspx

Hope this helps

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Community Member on at

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hi scott just now i tried creating a new form(main) and clicked the add button in subgrid it opened the form which i have created not the information main form i wonder

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Community Member on at

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andlater deleted my new form then tried this time it opened information main form so CRM taking the new main form default is it correct? have u observed this ?

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now i am trying to again new form but it is showing the default information form i am not ale to creat a new form why? pls explain

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Nithya Gopinath 17,078 on at

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Hi Manikanta,

You could change the form order in the solution. Go to the Solution. Choose the Entity and select Forms.

Click on Form Order dropdown as shown below.

You could change the form order set there.

Also, see: https://community.dynamics.com/crm/f/117/t/232791

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ScottDurow 21 on at

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When you select a form, that form will be used from then on as the default form - so I think you are just seeing this behaviour.

If you are not seeing the new form , you'll need to refresh the browser - and also make sure that you have selected the correct form in the drop download form selector.

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thanks the form opens based on order. here i changed order it worked but the first form is not first (ex: total 3 forms info, new1,new2 here i gave order1 to info but showing new on top) a little confuse. but here the form opening based on order. in the image if u see created 2 new forms both names r showing NEW which leads to confuse how can i change the names

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Community Member on at

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i got the changing name in form properties thanks

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Suggested answer

Nithya Gopinath 17,078 on at

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Hi Manikanta,

Open the forms. Click on Save As and change the name of the forms.

OR

You could go to Form Properties and navigate to tab Display. Change the name of the form there.

Hope this helps.

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