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
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
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
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Solved! Go to Solution.
@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
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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
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Hi @saudali_25 Yes, this is how I've configured table permissions for the Address and Registration tables
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
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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
@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
@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.
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