Behaviour of the “Add New” button on sub grids in CRM2013

CRM2013 displays the subgrids slightly differently than CRM2011.  The “Add New” button on subgrids behaves in two different ways.

 

Scenario 1

The following screen shot displays the contact grid on the account form.

 

The “+” icon represents the “Add New Contact” button. When you click on the button, it pops up the search box as shown in the following screen shot.

On click of the   button, the system displays the following pop up. You need to click on “+ New” button at the bottom right corner to open a new contact form.

Scenario 2

The following screen display the opportunities grid on the account entity.

 

On click of the “+” button. the system displays the new opportunity form.

 

Reason for the behaviour

The difference in the behaviour is  because of “Field Requirement“ property of the lookup field.

In I:N relationship, if the “Field Requirement” property of the look field is “Business Required” then “Add New” button will display a new record form. The following screen shot displays “Field Requirement” of “Business Required” for the “Potential Customer” field in opportunity entity.

 

And if the “Field Requirement” property of the look field is not “Business Required” then “Add New” button will display search box as discussed in scenario 1. The following screen shot displays “Field Requirement” of “Optional” for the “Company Name” field in contact entity.