In this blog, we will learn to open the ‘new entity’ form or a ‘quick create’ form in D365 CE(CRM).
Use Case:
In my example, I have created a new column(field) of type two option on opportunity. Whenever a user updates its value to YES, a new form of entity “Demo” should open with the pre-populated field values.
Implementation
Syntax:
Xrm.Navigation.openForm(entityFormOptions,formParameters).then(successCallback,errorCallback)
entityFormOptions is an required parameter.
Code to open New Form:
var formCustomizations = {
openDemoForm: function (executionContext) {
var formContext = executionContext.getFormContext();
var createDemo = formContext.getAttribute("vv_createdemo").getValue();
var opportunityId = formContext.data.entity.getId();
var opportunityName = formContext.getAttribute("name").getValue();
if (createDemo === true && createDemo !== null) {
var entityFormOptions = {};
entityFormOptions["entityName"] = "vv_demo";
var formParameters = {};
formParameters["vv_name"] = "Sample";
formParameters["vv_description"] = "This is sample record";
formParameters["vv_age"] = 25;
formParameters["vv_topic"] = 772500003;
formParameters["vv_country"] = [772500000, 772500002, 772500005];
formParameters["vv_interested"] = false;
formParameters["vv_date"] = new Date();
formParameters["vv_amount"] = 800.78;
formParameters["vv_fpn"] = 0.00078;
formParameters["vv_dn"] = 89.78;
// Lookup field
formParameters["vv_author"] = "3793ebd4-ac3f-eb11-a813-000d3a56963a";
formParameters["vv_authorname"] = "vaishali vyas";
formParameters["vv_authortype"] = "contact";
// Lookup field
formParameters["vv_opportunity"] = opportunityId;
formParameters["vv_opportunityname"] = opportunityName;
formParameters["vv_opportunitytype"] = "opportunity";
// Open the form.
Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});
}
}
}
NOTE: To open the ‘Quick create’ form, add the below property on entityFormOptions Object.
rest everything will be the same as the code given above.
entityFormOptions["useQuickCreateForm"] = true;
Call the “openDemoForm” function on change of “Create Demo” field.

- After doing everything successfully, when you will update the ‘create demo’ field value to ‘Yes ‘, a new entity form will open up.
Main Form


Quick Create Form
