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Create an editable quick view form in Dynamics CRM

Table of contents

How it works

EditableQuickViewForm allows to show and edit a regular quick view form inside a form.


Configuration

Since using a lookup type attribute in binding controls is not permitted yet in current tools, this version is considered non supported. If you want a supported version, go to next section for the supported version.

1. import the solution EditableQuickViewForm.
then go to main form in design mode and select the lookup you want to use for the quick view form

2. Click on Custom Controls, Search EditableQuickViewForm, and select it

3. Fill the parameters then save and publish customizations.

PCF Parameters


  • Lookup Attribute : The lookup used in the form
  • Quick Form ID : (Required) Guid of quick form view
  • Form Title : (Optional) Title of the form

Configuration (for supported version)

1. import the solution EditableQuickViewForm0.
then go to main form in design mode and select any text field on the form

2. Click on Custom Controls, Search EditableQuickViewForm0, and select it

3. Fill the parameters then save and publish customizations.

PCF Parameters


  • Any Text Attribute : The lookup used in the form
  • Lookup Attribute : The lookup used in the form
  • Quick Form ID : (Required) Guid of quick form view
  • Form Title : (Optional) Title of the form

Solution Downloads

Dynamics CRM Solution

EditableQuickViewForm Solution 1.0.0.3

EditableQuickViewForm0 Solution 1.0.0.3 (Supported version)