Enabling Quick Create forms for Sub-grids – reduce key clicks

Problem Statement

I have an entity that has an associated sub-grid, the user always has to create a new record in the sub-grid each time, how can I utilise the quick create form? In my example lets say I have a projects entity and a milestone entity. New milestones are created for each project and existing milestones should not be selected.

Overview of problem

Have you ever noticed that when you click the ‘+’ symbol on a sub-grid, the inline editor is enabled for a lookup, you can then search by typing a value in or by clicking the “magnifying glass”, now if you want to create a new record you have to first search and then click the new button that opens a new window. So to create my new milestone it would take at least 3 clicks.

Image

What I want to happen is that I select the ‘+’ and the quick create form is displayed immediately. So how do I enable this?

Solution

Steps to enforce the quick create form to be displayed:

  1. Enable Quick Create on the selected entity, in this case MilestoneSUBGRIDCREATE2
  2. Create a new Quick Create Form from the Forms, new menuSUBGRIDCREATE3
  3. Ensure to add the Projects Lookup in this case on to the form
  4. Now for the trick to ensure that on selecting of the ‘+’ the quick create form is displayed, make the Projects entity requiredSUBGRIDCREATE4
  5. Publish the change
  6. Now when I select the ‘+’ button the quick create form is displayed.SUBGRIDCREATE5
  7. Note 1: If had not had a quick create form then the selection of the ‘+’ would open a new window for my new milestone.
  8. Note 2: If I did not have a quick create form and I had not made the field required then the selection of the ‘new’ button in the lookup would of opened the quick create form – so 3 clicks to get to the same place

I hope this has saved you some clicks!

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4 Responses

  1. The shortcut to the form is a must-know for every customizer of CRM 2013, but your use of the Quick Create form is a fantastic addition that eliminates the annoying need to close the new form after it’s been saved. Thanks!

  2. Thanks Steve for this article.
    One thing to be considered is that “Milestone” will appear as well when you click the “+ Create” from the top menu, so that if you do this for many sub grids, it may become too crowded with secondary entities you may not be interested.

  3. Thanks. The selection of “required” in the entity is an important point you have mentioned. It eliminated the need for all the extra clicks.

  4. We can do the same for Add Existing from subgrids with the following at the following blog:
    http://xrmadvice.wordpress.com/2014/07/31/open-quick-create-form-while-adding-a-new-record-from-subgrid/

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