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Is it possible to add a new product without being taken to a different page in UCI?

Posted on by 155

H Guys,

We are currently in the process of migrating from Legacy Web App to UCI and have been trying to customize it according to our needs.

Is it possible in UCI to make it so that when we add a new product it doesnt take us to a new page?

It takes us to this page.

pastedimage1601500882159v1.png

While on the legacy it just gives us like a search box right in the same page where you can search the product.

pastedimage1601500928391v2.png

  • Suggested answer
    sdfasdf Profile Picture
    sdfasdf 840 on at
    RE: Is it possible to add a new product without being taken to a different page in UCI?

    Yes, you might want to use the Quick Create form, as stated in this thread. Please refer to this article: docs.microsoft.com/.../create-edit-quick-create-forms

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Is it possible to add a new product without being taken to a different page in UCI?

    Hi Jimmar,

    You should be able to use the Order Product quick create form.
    This is the default, out-of-the-box, experience in the Sales Hub when adding a new product to an order:

    pastedimage1601501244397v1.png

    Henry

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