CODEWITHSUNDEEP
dynamics-crm-2011
badikumar
badikumar

Reputation: 807

Force creating new record for a lookup field in Dynamics CRM 2011

In a N:1 relationship where I have a lookup field on the N side, is there a way to force the user to create new record instead of selecting one from the lookup view?

Essentially, I have a 1:1 relationship which I'm trying to implement using N:1 and don't want the user to link an existing record that's already linked.

Upvotes: 0

Views: 1372

Answers (2)

Finickyflame
Finickyflame

Reputation: 863

You could always create a new View and set it to the lookup. (Don't forget to disable the view selection in the entity form)

In the view's filter criteria, you could look for those with "Created on" in "the last x hour" where x can be 1.

Upvotes: 0

glosrob
glosrob

Reputation: 6715

You can hide the Add Existing button from the ribbon.

The Ribbon Editor is well worth a download (editing the ribbons is still unnecessarily fiddly for me)

But you can also try one of the several blogs on the subject

Upvotes: 0

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