Today we are going to
discuss another new form added in MS CRM 2013 called “Quick View Forms”. This
form was initially introduced in Microsoft Dynamics CRM Online Fall 13 Service
Update. Quick view forms are associated with lookup control, for example if you
want to see the details of the record filled in lookup control you can open by
clicking on it, but if you are interested in only key information and don't want
to open complete record, you can utilize quick view form. We can create quick
view form by following below steps, In our example we have created one policy
entity and have policy number lookup in contact entity, so let's create quick
view form for our policy entity:
-
Navigate to
Components->Entities->Policy->New->Quick View Form from your solution.
-
Add key information, drag
and drop required fields.
-
Click on and Save and
Close.
-
Publish your changes.
Note:
-
We have only one Tab in
Quick view form.
-
We can add many sections
in Quick view form.
-
We can also add subgrid
in Quick view form.
Add Quick View Form in Target
form
In our case we want to add
our policy quick view form on contact entity, so let's follow these steps.
-
Navigate to
Components->Entities->Contact->Contact Form from solution.
-
Select section where you
want to add quick view form.
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Navigate to
Insert->Quick View Form from entity ribbon bar.
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Fill details regarding
quick view form like below
-
Click on and Save and
Close .
-
Publish your changes.
-
Create a contact record
and fill policy detail, we should be able to see key field that we added in
our quick view form like below
Note
-
Quick view form will be
visible only when regarding lookup will have some value.
We will continue discussing
new features added in MS CRM 2013 in our upcoming posts, so stay tuned.