强制在Dynamics CRM 2011中为查找字段创建新记录

Question

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.

Answer 1

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

Answer 2

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.