cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
parvezghumra
Most Valuable Professional
Most Valuable Professional

Add/Create New button on lookup dialog launched from Multi-Step Form

I have a multi step form tied to a 'Registration' table. One of the steps of this multi step form contains a lookup field which targets a custom 'Address' table. The lookup dialog launches as expected for this field. If the record the user wishes to select is not presented in the lookup dialog then they should have the ability to create a new one from this dialog by clicking an 'Add/Create New' button

 

parvezghumra_0-1703710554858.png

 

So far, I have
1. Create a Basic Form for the Address table

2. Configured CRUD permissions for authenticated users on the Address table

3. Created a 'Multistep Form Metadata' record associated with the lookup field on the multi-step form, tying the Basic Form for the Address table in the 'Basic Form for Create' option in Lookup Settings

parvezghumra_1-1703711348484.png

 

I've sync'd all changes but am finding that the 'Add New' button is not rendered. Am I missing something? Is it possible to have an Add New button on lookup dialogs launched from a step in a Multi-Step form?




Parvez Ghumra, XRM Solutions UK
Microsoft Business Applications MVP | Power Platform | Dynamics 365 CE/CRM | Azure - Developer | Technical Consultant | Technical Architect | Community Super User | User Group Co-Organizer | Blogger

If this response helped you in any way, please give kudos by clicking the 'Thumbs Up'/'Like' button and/or marking it as an 'Accepted Solution'. This helps others by providing a quick way to identify likely solutions to their issues.

Also, for more useful content, please free to add me as a friend on this forum, follow my blog, follow me on Twitter and connect with me on LinkedIn

1 ACCEPTED SOLUTION

Accepted Solutions
parvezghumra
Most Valuable Professional
Most Valuable Professional

@bzs Microsoft confirmed to me that this is a bug in Enhanced Data Model sites but they did not commit to a timeline for delivering a fix for it yet.




Parvez Ghumra, XRM Solutions UK
Microsoft Business Applications MVP | Power Platform | Dynamics 365 CE/CRM | Azure - Developer | Technical Consultant | Technical Architect | Community Super User | User Group Co-Organizer | Blogger

If this response helped you in any way, please give kudos by clicking the 'Thumbs Up'/'Like' button and/or marking it as an 'Accepted Solution'. This helps others by providing a quick way to identify likely solutions to their issues.

Also, for more useful content, please free to add me as a friend on this forum, follow my blog, follow me on Twitter and connect with me on LinkedIn

View solution in original post

6 REPLIES 6

Hi @parvezghumra ,

 

It seems you have already done necessary configurations. Just wanted to check if you have added table permission (Read, Create, Append To) to create address record? 

 

Thanks,

Saud

 

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

parvezghumra
Most Valuable Professional
Most Valuable Professional

Hi @saudali_25 Yes, this is how I've configured table permissions for the Address and Registration tables

parvezghumra_0-1703783711809.png

 




Parvez Ghumra, XRM Solutions UK
Microsoft Business Applications MVP | Power Platform | Dynamics 365 CE/CRM | Azure - Developer | Technical Consultant | Technical Architect | Community Super User | User Group Co-Organizer | Blogger

If this response helped you in any way, please give kudos by clicking the 'Thumbs Up'/'Like' button and/or marking it as an 'Accepted Solution'. This helps others by providing a quick way to identify likely solutions to their issues.

Also, for more useful content, please free to add me as a friend on this forum, follow my blog, follow me on Twitter and connect with me on LinkedIn

bzs
Frequent Visitor

I am having this same issue!

Were you able to find the fix to enable the "create" option in the lookup form field?

Nabella30
Frequent Visitor

This blog post should help, he broke it down in a simple step-by-step way.  https://arpitmscrmhunt.blogspot.com/2018/02/enable-new-button-in-lookup-view-of.html

parvezghumra
Most Valuable Professional
Most Valuable Professional

@bzs Microsoft confirmed to me that this is a bug in Enhanced Data Model sites but they did not commit to a timeline for delivering a fix for it yet.




Parvez Ghumra, XRM Solutions UK
Microsoft Business Applications MVP | Power Platform | Dynamics 365 CE/CRM | Azure - Developer | Technical Consultant | Technical Architect | Community Super User | User Group Co-Organizer | Blogger

If this response helped you in any way, please give kudos by clicking the 'Thumbs Up'/'Like' button and/or marking it as an 'Accepted Solution'. This helps others by providing a quick way to identify likely solutions to their issues.

Also, for more useful content, please free to add me as a friend on this forum, follow my blog, follow me on Twitter and connect with me on LinkedIn

pnguyen1241
Frequent Visitor

@parvezghumra  Do you know this is fix?  I'm trying to do this and not sure if it's me or if it's the bug.  I followed all the steps.

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results |Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 1: Community MembersSolutionsSuper UsersSolutionsPower Pages @Inogic  1   @ragavanrajan  2 @aofosu  1 @Jcook  1Open  @OliverRodrigues  1Open  @Lucas001  1Open Open    Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 2: Community MembersSolutionsSuper UsersSolutionsPower Pages @taraubianca25  2 @EmadBeshai  2 @ALP2  2@Fubar 2 @ekluth1  2@ragavanrajan 1 @mandela  1@OliverRodrigues 1 @Ajlan  1Open   @elishafxx  1    @TA_Jeremy  1    @helio1981  1       Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower PagesInogic2@EmadBeshai 6Ajlan1@ragavanrajan 4CraigWarnholtz1@Fubar 4  @Jcook 3  @OliverRodrigues2   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower PagesHenryed071Fubar3Inogic1OliverRodrigues2JacoMathew1EmadBeshai2faruk11  TA_Jeremy1   shubhambhangale1   doug-ppc1   hubjes1  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

  On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (863)