Use Quick Create for all of the modules record creation

👨‍💻 Development Help
1

Hi,

When someone creates an opportunity from any menu in the system, I want it to display the quick create form, as it only needs to ask a few questions. A logic hook will then use formulas to generate the rest of the information.

I don’t want to modify the edit view to allow for this, as once it is created and the fields are auto-filled, the user can make modifications if needed.

So, for opportunities, when using the opportunity navbar menu or the + icon menu, I want it to use the quick create form instead of the edit form to create a record.

Is this possible?

Thanks
(Suitecrm 8.7.1)

2

Please see if this helps

3

Thanks, This is not quite what I am after. I want to auto-populate fields once the user has input some basic info. For instance, the unique reference number will consist of the initials of the account. I basically want to open the quick create view instead of the edit view when they click create opportunity.