If you have any doubt in the post please post comments. I will try to solve your problem.
In CRM, When click "+" icon(add) button some of the sub-grid will open "Quick create form".W e need remove that quick form and will open as main form.
For example:
In Account when we click "+" icon(add) button of contact it will open as "Quick create form".
Solution :
1) Go to customization and click "contact" entity. You see "Allow Quick Create" check box is checked.
In CRM, When click "+" icon(add) button some of the sub-grid will open "Quick create form".W e need remove that quick form and will open as main form.
For example:
In Account when we click "+" icon(add) button of contact it will open as "Quick create form".
Solution :
1) Go to customization and click "contact" entity. You see "Allow Quick Create" check box is checked.
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2) Uncheck the "Allow Quick Create" check box and publish the solution.
3) Now open the account form, click "+" icon(add) in the contact sub-grid.Now see contact main form will open
Nice solution
ReplyDeletebut this disables the quick creation of record from the quick create button on top bar. what if we just want to remove it from the subgrids?
ReplyDeleteThere are lot of ways. But usually if user don't need to add a record, you have to remove create rights of that entity for that user.If you want to remove create only in sub grid then you have to load that entity in ribbon work bench. In that sub grid section there is a button called "AddNew", you will give enable rule for that button. If you have any queries search ribbon work bench in my blog
DeleteHi, im trying to achieve the same thing but through ribbon work bench, there are two buttons with the + sign Add New and New, now if i hide Add New there is no plus button, so the one left does not show.
DeleteWhy would be give enable rule and not just hide the button is there a difference?
http://sharathdozen.blogspot.de/2016/11/replace-quick-create-form-by-main-form.html
ReplyDelete