Checklist for Enabling Quick Create from Sub-grid

17 Apr 2016 | Dynamics CRM | Dynamics CRM Online

There have been a few instances where I've wanted to launch a quick create a record directly from a sub-grid add-button. That is, without having an extra step of bringing down the lookup view and then clicking the + New button.

The expected result

While the required steps are covered between these two great posts - here and here, I have summarized the checklist here for convenience.

In order to get the CRM sub-grid to show the quick create dialog, ensure that:

  1. The Allow quick create is enabled for the child entity.

    Enable Quick Create

  2. A quick create form exists for the entity. If not, create a new one.

    Ensure Quick Create form exists

  3. Ensure that the related foreign key field is Business Required.

    Ensure foreign key is business required

References

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