Introduction:
Since the new refresh forms, we now see sub grids added on the form by default instead of the left navigation links to see the related records. The + (add) button on the sub-grid however appears to work differently for the Case Sub-grid and the Contacts grid on the Account form.
So when do we get a Lookup to choose from an existing record and when do we get a Quick Create Form to create a new record? This indeed is not a difficult question to answer.
It all depends on the field...(read more)![]()
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