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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Create Form
Microsoft Dynamics CRM (Archived)

Quick Create Form

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Posted on by DDee 504

Hi,

I have an Account form contain the Contact Grid which allow to click on New button to open the Quick Create contact form.

Can you please advise on how do I fill get the account name value (from the Account form)   and fill it in the contact quick create form Account name field ( the Quick create form has the Account name field in the form)?

Thanks,


Ddee

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at
    RE: Quick Create Form

    Hi DDee,

    I am not sure that I understand your question, but you can find more information on Quick Create Forms in this article.

  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Quick Create Form

    HI..

    This should be done by default.. when you are creating contact record from account form, then by default account name is mapped to contact form.. to make parent child relationship.

    In case if you need to move some more information from account to contact when creating contact, then you need to user attribute mapping. You can define attribute mapping form entity relationships.

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Quick Create Form

    Hi,

    You can do this following ways-

    1. Create a mapping between account  and  contact entity where  name of account  is mapped with account name  field of  contact entity. You can see the impacts when you saved the records.

    2. Use JavaScript sessionstorage when you open the account form, in the onload  just set the account name value in the javascript sessionstorage by using key like "loginusername + LastAccessAcccount)

    Lets say for you the key will be "DeeLastAccessAcccount"

    Using quick create javascript onload event get the session storage value and set .

    [View:https://www.w3schools.com/jsref/prop_win_sessionstorage.asp]

    Make sure using this approach you can not work by opening  two window parallel , it will show same value .

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