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Create a new record from a parent record using a Smart Button


You want to create a shortcut button to create a child contact record on the account main form command bar (Rather than the + button on the contact subgrid). You also want to map the values using the default mappings.


1. Install the Smart Buttons Solution
2. Open the Ribbon Workbench with a solution containing the Account entity (no sub-components)
3. Drag a Quick JS button, name the button something like 'Create New Contact'
4. Enter the following JavaScript

var entityFormOptions = {
"createFromEntity": {

// Open the form.

It should look something like the following:

You can use this API to also show the Quick Create Form, or open a Main Form Dialog

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