Friday Flash Fix: Open a Quick Create Form using Xrm.Utility

The Xrm.Utility provides functions that can be used in client side scripting. In CRM 2015 Update 1, one of these functions is openQuickCreate. This function is used to open a new quick create form in CRM.

It can be called as below:

Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback);

entityLogicalName – Logical name of an entity like an account, contact etc. It is a required parameter.

createFromEntity - Lookup parameter that provides default values based on mapped attribute values.

parameters – Querystring parameters used to populate the values on the newly created form.

successCallback – Call back function called on successful creation of record.

errorCallback – Function called when the operation fails.

var objCurrentAccount= {
    entityType: "account",
    id: Xrm.Page.data.entity.getId()
};
var callback = function (obj) {
    console.log("Created new account with id:" + obj.savedEntityReference.id);
}
var objChildAccount= {
 name: Xrm.Page.getAttribute("name").getValue(),
 telephone1:Xrm.Page.getAttribute("telephone1").getValue(),
 fax:Xrm.Page.getAttribute("fax").getValue()
 };
Xrm.Utility.openQuickCreate("account", objCurrentAccount, objChildAccount).then(callback, function (error) {     console.log(error.message); 
});

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Happy CRM’ing!