Its good to learn the ropes of the quick view forms available in CRM 2013. It is possible to add quick view forms for the custom entities as well.
Using Quick View Forms, we could see associated data. Quick view forms could be embedded in a Main form.
Our ball is ready. So lets get it rolling.
1. Lets consider our no-brainer, Account record. Please note the highlighted Primary contact section. Its possible to search contacts here.
2. So lets search a contact and it would bring the contact if it exists. Also note that its possible to create a new contact by clicking on the New button. Now lets select the contact.
3. We could see a little form appeared. That's nothing but a contact quick view form.
4. Next step is to understand how the quick view form is configured in CRM 2013 and How could we place a quick view form in CRM 2013.
5. Lets navigate to Accounts form design.
Settings --> Customizations --> Customize the System--> Default Solution ( OR your custom Solution in which Account entity exists) -->Account entity-->Forms
Please note the following items on the form
6. Here is our major component, Quick view control.
7. Lets click on the Edit button to see the selected Quick view form, account contact card. And here is the design of the Quick View Form - Account Contact Card. We could also find this Quick View form in Solution-->Contact entity-->Forms
4. Next step is to understand how the quick view form is configured in CRM 2013 and How could we place a quick view form in CRM 2013.
5. Lets navigate to Accounts form design.
Settings --> Customizations --> Customize the System--> Default Solution ( OR your custom Solution in which Account entity exists) -->Account entity-->Forms
Please note the following items on the form
- Quick View Form Control button - When we need to place a quick view form on another form, we need to INSERT Quick View Form Control ( In simple words, A placeholder for Quick View Form)
- Quick View Form control that's already on the Account form design. Lets double click on the existing Quick View Form control.
6. Here is our major component, Quick view control.
- The Quick View Form is based on a lookup field.
- Related entity should be selected.
- And then Quick View Form should be selected
- Its also possible to edit the associated Quick View Form.
7. Lets click on the Edit button to see the selected Quick view form, account contact card. And here is the design of the Quick View Form - Account Contact Card. We could also find this Quick View form in Solution-->Contact entity-->Forms
8. Please note that its possible to create multiple Quick View Forms for System entities as well as custom entities.
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