Thursday, November 7, 2013

Behaviour of the “Add New” button on sub grids in CRM2013

CRM2013 displays the subgrids slightly differently than CRM2011.  The “Add New” button on subgrids behaves in two different ways.

 

Scenario 1

The following screen shot displays the contact grid on the account form.

image 

The “+” icon represents the “Add New Contact” button. When you click on the button, it pops up the search box as shown in the following screen shot.

image

On click of the image  button, the system displays the following pop up. You need to click on “+ New” button at the bottom right corner to open a new contact form.

image

Scenario 2

The following screen display the opportunities grid on the account entity.

image 

On click of the “+” button. the system displays the new opportunity form.

 

Reason for the behaviour

The difference in the behaviour is  because of “Field Requirement“ property of the lookup field.

In I:N relationship, if the “Field Requirement” property of the look field is “Business Required” then “Add New” button will display a new record form. The following screen shot displays “Field Requirement” of “Business Required” for the “Potential Customer” field in opportunity entity.

image

 

And if the “Field Requirement” property of the look field is not “Business Required” then “Add New” button will display search box as discussed in scenario 1. The following screen shot displays “Field Requirement” of “Optional” for the “Company Name” field in contact entity.

image

3 comments:

  1. Great. Thanks for the post. i was wondering how to control this behavior.

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  2. Excellent material as usual. How on earth do you find these cool stuff

    ReplyDelete
  3. Thank you for sharing, it saved my time with CRM system!

    ReplyDelete