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open quick create form from lookup field in enitty form RRS feed

  • Question

  • Hello,
    I need to know how to set which form to open when we click on the +New button in lookup fields in an entity form in microsoft dynamics crm.And is it possible that we can populate quick create form fields based on a form field ,on which the lookup field from which the quick create form was opened, is present?
    Thursday, December 3, 2015 1:07 PM

All replies

  • Hi,

    It should be the first Quick create form in the order list that is used. As for the pre population of fields from the record you create it on you can use mappings on the relationship settings.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Tuesday, December 8, 2015 8:06 AM
  • I got the solution for opening quick create form.
    We can set it by setting the following properties to the lookup field.
    document.getElementById("lookupfieldname").setAttribute("entitylogicalname", "nameofentityyouwanttoset");
    document.getElementById("lookupfieldname").setAttribute("entitytypecode", "codeforthatentity");  

    But I need to know that is it possible that we can populate quick create form fields based on a form field of the form on which the lookup field,from which the quick create form was opened, is present?
    Tuesday, December 8, 2015 12:32 PM
  • Have you had a look at the mapping on the relationship between the two entities?

    BTW, document.getElementById isn't a supported solution, so I'd be careful using that.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Tuesday, December 8, 2015 12:38 PM