The Quick Create form in CRM 2013 is a new interface for the user, to allow them to quickly add records without leaving the main navigation window. Quick Create forms are a really slick new interface option for CRM configuration and have never previously been a viable option in MSCRM. Quick Create forms were typically done with multi-form or JS onload of a form type of create, but the new UI allows for a much better implementation.
One concern I originally had surrounding these forms was that they wouldn’t support robust customization with JavaScript, based on my experience with mobile express and some other “light” CRM forms. The good news is that the Quick Create form supports all Onload Onsave and Onchange code, just like the regular forms.
To test, I created a simple “hello world” alert method and added it to onload, onchange of phone and onsave.
Things could get really interesting with these options, using web services, dynamically pulling data, etc. Quick create forms are a pretty neat new option, and I’m excited to start using them!
Quick Create Form:
JS on Quick Create Form Editor:
Quick Create Form:
Onload Alert:
Onchange of Main Phone:
OnSave:
