How to add a Quick Create Form in a Sub Grid in CRM 2013



  • In this post we will explain how to configure the Quick Create Form in an entity Sub Grid taking for example the relationship between Account-Contact.

    If you go to the default Contacts Sub Grid in the Account's Form and click de "+" button you will notice the following:


    Look Up will appear to search for an existing Contact or to create a new one in another form. So where is the new feature of the Quick Create Form? We need to configure some settings to achieve this. First for all if you don't have a Quick Create Form you need to create it, to do this go to Settings->Customizations->Custom the System and select the entity Forms section (in this case Contact)->New->Quick Create Form:


    Once is created go to the entity section and in the Data Services section check "Allow quick create" checkbox:


     

    Save and Publish the Customizations.

    Now go to the entity that contains the sub grid relationship (in this case Account) and select the 1:N relationship (in this case contact_customer_accounts) and enter to edit it:


    Here we need to change the Field Requirement from Optional to Business Required:


     

    Save and Publish.

    Now return to the entity form that contains the sub grid (in this case Account) and click the "+" button.
    The Quick Create Form will appear in the top of the window to create the new entity relation (in this case Contact). Complete the information and save to later appear in the sub grid.
     

    Enjoy it!

    Original Reference:

    http://community.dynamics.com/crm/f/117/t/115487.aspx



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