I have an interesting problem I've been beating my head against for the past few days in CRM 2013.
I have created a quick create form for quotes that I use to populate a new quote with a standard set of items based on a chosen template from a custom entity. This all works fine. I've added a subgrid to the opportunity form to show the associated quotes. When I click the + button on this subgrid, it opens a new quote form instead of the quick create form. If I add the same subgrid to an account form, it acts as expected and opens a quick create form. I would really like to have the customer working through an opportunity form.
So far, I have tried setting opportunityid field to required, creating a new opportunity form, and checking the add new button actions in Ribbon Workbench. Everything appears to be OK, so I don't understand why it opens a full form instead of a Quick Create form. Is there something about the System relationship between opportunities and quotes that cause CRM to not use the Quick Create form?
I would love some suggestions!
Ray