Views:

Description

Opens a new quick create form.
 

Signature

OpenQuickCreate('name', 'fromentity', 'parameters')

Example 1

Open a quick create Account form.

OpenQuickCreate('account')

Example 2

Open a quick create Contact form with the Last Name field set to Gates

OpenQuickCreate(
  'contact',
  'null', 
  SetAttribute('lastname', 'Gates')
)

Example 3

Open a quick create Contact form with the Customer field set to the current Account

OpenQuickCreate(
  'contact', 
  'null', 
  SetAttribute('parentcustomeridname', [account.name]), 
  SetAttribute('parentcustomerid',[account.accountid]), 
  SetAttribute('parentcustomeridtype','account')
) 

Example 4

e.g. Open a quick create Appointment form with the From field set to the current Lead record and its location and subject set using the Lead fields. 

OpenQuickCreate(
  'appointment',
  [lead.leadid], 
  SetAttribute('location', [lead.address1_composite]),
  SetAttribute('subject',
    'Reminder Meeting with Potential Client : ' + [lead.subject] )
)

 

Parameters

Name Type Description Required
controlname xxxx xxxx xxxx
entitylogicalname xxxx xxxx xxxx
nameofview xxxx xxxx xxxx
FetchXml xxxx xxxx xxxx
LayoutXml xxxx xxxx xxxx
isDefault xxxx xxxx xxxx

Microsoft APIs

This North52 function relates to the following Microsoft APIs: