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Using subgrids and associated views to create new records in CRM 2015 RRS feed

  • Question

  • What we would like to do is have the "New Opportunity" or + symbol to open up the full opportunity form and not just the quick add form. Is there a solution for this?
    Tuesday, May 10, 2016 12:43 PM

Answers

  • One way to achieve this is to disable the associated entity for quick create so that when you add a new record using + button of the associated view the full form gets opened up. But if you disable the Quick Create functionality for the entity then you will not be able to use the quick create form for this entity.

    An alternative solution would be add a custom button in the associated view for adding a new record and hiding the existing one and then write a script to open the record as in full Form of this entity. This will apply to all the associated views of the entity. 

    Thanks,

    Sam


    Inogic | http://inogic.com/blog/ | news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"


    • Edited by Sam-Inogic Wednesday, May 11, 2016 10:48 AM
    • Marked as answer by malobk Wednesday, May 11, 2016 11:48 AM
    Wednesday, May 11, 2016 10:35 AM

All replies

  • The quick create form is also used as the MSCRM tablet app form of choice for new records. You can turn off the quick create ability for each entity to get the "full" form to be displayed in all cases, but then it is obviously removed from the Quick Create menu. A decision on what you want to happen is needed.

    It still would be nice to know if an alternative option is available for the sub grid and associated view "New" forms. Of course in 2011 the associated view brought up the full form.

    Tuesday, May 10, 2016 6:24 PM
  • One way to achieve this is to disable the associated entity for quick create so that when you add a new record using + button of the associated view the full form gets opened up. But if you disable the Quick Create functionality for the entity then you will not be able to use the quick create form for this entity.

    An alternative solution would be add a custom button in the associated view for adding a new record and hiding the existing one and then write a script to open the record as in full Form of this entity. This will apply to all the associated views of the entity. 

    Thanks,

    Sam


    Inogic | http://inogic.com/blog/ | news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"


    • Edited by Sam-Inogic Wednesday, May 11, 2016 10:48 AM
    • Marked as answer by malobk Wednesday, May 11, 2016 11:48 AM
    Wednesday, May 11, 2016 10:35 AM