CRM 2013 – Interesting Quirks

Data Grid “+” does either Add New or Add Existing

So, hypothetical situation, I need a data grid on a custom entity (call it Group) to allow me to add existing related records of Users.

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Followed the steps as such:

  1. Go to User, add a new lookup field Group, and make it Business Required
  2. Go to the Group custom entity and add a data grid to Users
  3. Save and publish all customizations.

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Now, the interesting behavior is that, once you navigate to Group, and click on the “+” sign to add a reference to a system user, you get prompted directly to create a new user. But that’s not what I want. I just want to associate an existing user to the Group.

Turns out that it matters a lot how you define the group lookup on the User form. Here’s how it works:

If the lookup to Group is defined as Business Required on the User form, then in the Group form data grid the “+” sign will create a New User record.

On the other hand, if the lookup to Group is defined as either Business Recommended or Not Required, then in the Group form data grid the “+” sign will open up a lookup field, allowing you to reference an existing User.

Just something to keep in mind when working with relationships.

Enjoy!

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