locked
How to restrict using Quick create form RRS feed

  • Question

  • Hello All,

    We have a scenario, where we need to block quick create option from the Sub Grid of parent entity and we don't want to restrict quick create option. Below is the scenario as a example.

    Example:

    We enabled the quick create form in opportunity and account. There is a custom self relationship with opportunity to opportunity. We want to enable quick create form in opportunity and want to open the main opportunity information form from account while creating a record from opportunity subgrid.

    Can any one help me on this?

    Regards,

    Kumar R

    Monday, January 5, 2015 11:14 AM

Answers

  • Though I have not tried this but it should be possible by customizing Sub grid Ribbon definition for Opportunity.

    If you want to permanently remove "Quick Create" option for opportunity subgrid than by hiding "Add Exisitng" subgrid definition should fix it.

    You should be able to customize it based on specific logic 

    • Marked as answer by Kumar_R Tuesday, January 19, 2016 4:12 AM
    Monday, January 5, 2015 12:51 PM