Customer Engagement & Dynamics CRM Forum

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Grid quick Add issue

  • 1.  Grid quick Add issue

    SILVER CONTRIBUTOR
    Posted 8 days ago
    on my account page I have a grid for recent opportunities and it includes a plus sign for a quick create for an opportunity.  Unfortunately this plus sign is not working, it only opens a search box instead of a quick create form.  any thought on why this is happening or how to fix it? Thanks,

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    Jill Vari
    Dynamics 365 CRM Admin/Developer
    Servicelink
    Moon Township PA
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  • 2.  RE: Grid quick Add issue

    GOLD CONTRIBUTOR
    Posted 8 days ago
    If you have a 1:N relationship between entities and the '1' side isn't required (in this case the Account isn't required on the Opportunity), then when you click on the + sign of a sub grid CRM will give you the option of searching for and selecting an exiting record before creating a new one.

    If you're always creating new records you have a few options:

    1 - Make the account required on the opportunity. You can also add a business rule / JavaScript on the opportunity form itself to make the value not required if this isn't something that's filled in 100% of the time.

    2 - Leave things as is and just ask users to click on the magnifying glass and then the 'new' link that shows up in that popup. It's extra clicks though and users generally don't like this if you're 100% sure that you'll never want to look up existing records.

    I'll leave it to the community to come up with other solutions as i'm sure there are a few more :). Item #1 is what I usually do to get around this problem.​

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    Aaron Hirshfield
    Sr. CRM Developer
    Foundation Medicine
    Needham MA
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  • 3.  RE: Grid quick Add issue

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Thanks Aaron.  Updating the relationship and field requirement made the difference. thank you again.

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    Jill Vari
    Dynamics 365 CRM Admin/Developer
    Servicelink
    Moon Township PA
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    CRMUG Summit - Post


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