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Autosave quick create a form record on fields change and open the created record

3 min readNov 7, 2020

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Requirement:

The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record.

In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in the Account Quick Create Form, the record will automatically save and it will open the created account record.

Steps:

  1. Go to Default Solution or your customization solution and Open the Quick Create Form from Account Entity

2. Click on the Form Properties to edit the form properties of Account Quick Create Form and add the script on the form.

3. Click on the +New button to add the JavasScript web resources on the form so that you can use the script function on Form Events

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Amit Prajapati
Amit Prajapati

Written by Amit Prajapati

I am Technical Consultant from Mumbai, India. I like to contribute my knowledge to the community and good social cause.

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