Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Quick Create form from + New button

  • 1.  Quick Create form from + New button

    TOP CONTRIBUTOR
    Posted Apr 02, 2020 10:21 AM
    Hey folks,
    I hope everyone is good in these crazy times.

    Does anyone know if it possible to get the Quick Create form to load from the main + New button in the ribbon on a view?
    It loads fine on subgrids and from the + button on the right, where you select the entity but the main button seems to only load the Default form.



    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Quick Create form from + New button

    TOP CONTRIBUTOR
    Posted Apr 02, 2020 10:43 AM
    Hello Dony,
    That is possible but it would require customization of Ribbon and some JavaScript.

    ------------------------------
    Andrew Butenko
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Quick Create form from + New button

    TOP CONTRIBUTOR
    Posted Apr 02, 2020 11:15 AM
    Hi Andrew

    Would that be a Ribbon Workshop job?
    Also, presumably this would be transferable in a managed solution?

    Thanks!
    Donal

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Quick Create form from + New button

    TOP CONTRIBUTOR
    Posted Apr 02, 2020 11:29 AM
    Donal,
    I believe you meant Ribbon Workbench - yes.
    Transferable in a managed solution - absolutely.

    ------------------------------
    Andrew Butenko
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Quick Create form from + New button

    TOP CONTRIBUTOR
    Posted Apr 02, 2020 11:32 AM
    Ha - yes I did - thanks - I'll start looking there

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role