(+) in new grid is opening a wrong quick create form

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Posted on by SPAdmin

Hi Guys,

If I go to Project Service --> Project Contract

Open any existing Contract form then there is a subsection called Contract lines under which there is a grid called Project baseline, like the below screen

If I click on the (+) of the project-based line then it opens a wrong quick create form "quick create order line"

We have noticed this from 18th April. How to revert it to open the correct form.

Can anyone help, please?

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SPAdmin 95 on at

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RE: (+) in new grid is opening a wrong quick create form

The issue got resolved after unchecking "Allow quick create"
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: (+) in new grid is opening a wrong quick create form

Hi SPAdmin,

This article explains how opening a quick create view from a Sub-Grid works.
SPAdmin 95 on at

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RE: (+) in new grid is opening a wrong quick create form

I will explore it but for a better understanding, could you please tell me how we can associate a quick create form with (+) button? it is important for me to understand.
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: (+) in new grid is opening a wrong quick create form

Hi SPAdmin,

One option is to alter the + button on the Sub-Grid using the Ribbon Workbench for Dynamics 365 & Dynamics CRM.
SPAdmin 95 on at

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RE: (+) in new grid is opening a wrong quick create form

Yes, the salesOrderDetail quick create is matching. Donno how it got linked with the + button, how to link another form with the + button?
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: (+) in new grid is opening a wrong quick create form

Hi SPAdmin,

Do any of these forms match the form that appears when you click the + Button?
SPAdmin 95 on at

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RE: (+) in new grid is opening a wrong quick create form

This are the forms in Order Line entity
SPAdmin 95 on at

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RE: (+) in new grid is opening a wrong quick create form

This is the screenshot of the sub-grid
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: (+) in new grid is opening a wrong quick create form

Hi SPAdmin,

Double click the Sub-Grid from the form editor. On the Display tab you will find a Data Source section that will tell you the primary data source.
SPAdmin 95 on at

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RE: (+) in new grid is opening a wrong quick create form

I am not sure which entity it is, should it be the order entity? Can you see the entity name as per my screenshot?