Changing the behavior of the +New button in a party list

Question

I have an existing field that uses partylist that will allow multiple Accounts in one field. However, when selecting on the +New button shown, it shows the quick creation for 'Contact' instead of 'Account'

I am wondering if I can customize the behavior of the +New button

Answer 1

No you cannot change the behavior of + New Button w.r.t Partylist. Yes you are right by default CRM opens Quick create of contact. I just tried that on my instance for Classic UI (i.e old UI)

However if you are on Version 9 or above of CRM I would recommned move to new UI. Below is lookup for Appointment entity which is party list. Here you can choose which entity you wish to have a quick create for and then will open a particular entity quick create from.

Answer 2

Sounds like you are not using Contacts but only Accounts as Activity parties in your scenario.

In that case, you can use setEntityTypes to control the entity types you want to leverage for that lookup control ie. Activity party. This will regulate the + New button experience for opening Quick create form.

function onFormLoad(executionContext) {
    var formContext = executionContext.getFormContext(); 
    formContext.getControl('requiredattendees').setEntityTypes(['account']);
}