Hi,
Is it possible to open a model form when creating a new subgrid record? I know this is possible because MS itself does this in for example the Field Service module. But I cannot find a way to trigger an event from the +new button. I know its possible to create a button yourself and add the JS to that but I would prefer to avoid that and use only OOB.
MS's own documentation shows you can create a new record this way but doesn't mention how to trigger it from +new.
Hi @NoName404
The other option, if you want the main form to open from the new button of a subgrid, is to deactivate the creation of records with quick creation forms, that way the main form will always be used and you do not need to use code, you set it to table settings
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Yes right now - OOB - you can open a new form dialog without code only from a Lookup column. MS hasn’t added that easy config option to open or create from dialog inside subgrids…yet.
Like you mentioned, both dialogs are possible with JS code customizations but requires app support to have experience with these abilities when making changes in the future. The JS isn’t very complicated but to delete the subgrid’s +New and recreate it with your custom JS would take a bit of know-how. Ribbon Workbench does a great job at making it easy make this change but you’d have to carefully document it for future support.
I was afraid that would be the case. Kinda annoying its obviously possible because MS is doing it themselves but then they expose only half of what you need in the API...
Its also not very consistent from a user pov. Why can you open the form in a dialog when selecting a record but not when creating a new record?
I could use a quick create form but there is a bug (or feature...) that doesn't display embedded forms properly (only 1 line).
Hi @NoName404,
Unfortunately no out of the box no-code way to open a main form dialog from a sub grid. It's something I've wanted for sometime myself.
If you have quick create enabled for the table, then you can create a new record using that, but of course we know quick create forms have some limitations.
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