Launch Quick Create Form from Subgrid in Dynamics CRM 2013

In CRM 2013, while doing with “Add New/ Existing” record from subgrid, by default the respective entity’s form is opened. But, this involves an overhead for the user because the user actually needs to navigate to the form, Save & Close the record to back to the parent entity form.

Instead of this if we can open the respective child entity’s Quick Create form, it would not only give a better look-n-feel, but also saves the navigation overhead.

I have used the steps and screenshots for achieving this using the Ribbon Workbench 2013 tool, but experts can change the XML as well to achieve the same:

First step is to open the the Ribbon Workbench 2013 Tool and locate the “Add Existing” button on subgrid.

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Define Actions as:

FunctionName: Mscrm.GridRibbonActions.addNewFromSubGridStandard

Library: /_static/_common/scripts/RibbonActions.js

Parameters as:

2

Define the following Display Rules as:

Mscrm.ShowForOneToManyGrids

Mscrm.AppendToPrimary

Mscrm.CreateSelectedEntityPermission

Mscrm.AppendSelected

Mscrm.AppendSelected

3

We need to add steps only for “Mscrm.ShowForOneToManyGrids” rule. For the other rules, steps need not be defined.

Define the Enable Rules as:

Mscrm.AppendToPrimary

Mscrm.EntityFormIsEnabled

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Now “Publish” your ribbon customizations and now onwards on clicking “Add New/Existing” always the Quick Create form comes up!

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