Hello,
I need to know how to set which form to open when we click on the +New button in lookup fields in an entity form in microsoft dynamics crm.And is it possible that we can populate quick create form fields based on a form field ,on which the lookup field from which the quick create form was opened, is present?
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I got the solution for opening quick create form.
We can set it by setting the following properties to the lookup field.
document.getElementById("lookupfieldname").setAttribute("entitylogicalname", "nameofentityyouwanttoset");
document.getElementById("lookupfieldname").setAttribute("entitytypecode", "codeforthatentity");
But I need to know that is it possible that we can populate quick create form fields based on a form field of the form on which the lookup field,from which the quick create form was opened, is present?
I agree but I have two fields(Account and Contact) on my form which are having the +New button.But each one opens the same quick create form(Contact)..It should open two different forms depending on from where it is opened.How to configure that?
And my next question states that if I open a quick create form by the +New button can I populate its fields from the fields of the form,from where the quick create form was opened?
Hi Ripal,
"I need to know how to set which form to open when we click on the +New button in lookup fields in an entity form in microsoft dynamics crm."
For this, Actually you can't set which form to open while clicking +New button.But you can create your custom quick create form.
"And is it possible that we can populate quick create form fields based on a form field "
I am sorry I didn't get this.
I am talking about the 2nd button.But i have two fields in opportunity form relating to 2 entities which can be either account or contact.So if i click on new button on those fields it opens the same quick create form both the time. i need to change the default behaviour ..Is it possible?
Hi Ripal,
What button you want to change? (see image)
For button 1 if you want something like this check here:
ribbonworkbench.uservoice.com/.../489288-show-or-hide-the-add-new-button-on-form-sub-grid
For button 2 its automatic as soon you create the related entitie.
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