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rt1357
Frequent Visitor

Control which form is displayed by edit from subgrid

I have a model driven app with a subgrid.

When I click on the +New record for the subgrid the quick create form opens.

If I then select the record in the subgrid and click on the edit button, it opens the main/general form.

Is it possible to configure it to open the record in the quick create form, or is that form only for creating a new record and cannot be used to edit an existing record?

 

TIA
Robert

1 ACCEPTED SOLUTION

Accepted Solutions

hi @rt1357 

 

In a model-driven app with a subgrid, the quick create form is only available for creating new records and cannot be used to edit existing records.

When you click the "Edit" button, it opens the main/General form, which is the default form for editing records.

It is not possible to configure the system to open the quick create form when editing an existing record. If you want to use a custom form for editing, you can create a custom form and set it as the default form for editing in the entity's form settings.

View solution in original post

3 REPLIES 3

Hi @rt1357 

 

You can use the below code for opening the form like that

 

Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
     function (success) {
         console.log(success);
     },
     function (error) {
         console.log(error);
     });

 

Link for your reference : https://debajmecrm.com/opening-a-quick-create-form-in-dynamics-365-use-xrm-navigation-openform-inste...

 

Please mark as Answer if it is helpful and provide Kudos


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rt1357
Frequent Visitor

I'm really trying to avoid adding code.

 

Is the only way to do this through code?

hi @rt1357 

 

In a model-driven app with a subgrid, the quick create form is only available for creating new records and cannot be used to edit existing records.

When you click the "Edit" button, it opens the main/General form, which is the default form for editing records.

It is not possible to configure the system to open the quick create form when editing an existing record. If you want to use a custom form for editing, you can create a custom form and set it as the default form for editing in the entity's form settings.

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