Friday, January 20, 2017

Quick Create and Javascript

With the latest versions of CRM we have got the quick create forms, in which only a number of fields would be displayed. Also the form comes up as a pop up. One thing to note with this is when you click the + sign if the quick create form to pop up the relationship should be a mandatory one between the 2 entities. If this is not the case then when you click on the + sign you would get a sort of existing lookup feature wit 10 records and then a + sign on that.

With quick creates whether to validate a value of a field or stop the record from creating is something a lot of developers would ponder about. This is because the requirements do vary with each client and they don’t want to proceeding saving the record just like from a normal main form in CRM.


The question remains whether this possible using javascript. The answer is yes, this is possible. However you would have to write odata queries to check values of the parent record as it is not easy getting values from the record which has opened the quick create. Using odata queries you definitely can query the parent record or any record you need to do validations. So yes, javascripts are definitely possible with CRM quick create form.

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