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Unified Interface - Navigation Bar - Quick Create Case

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Posted on by 2

On the Unified Interface Navigation bar D365 does not show the option for the case Quick Creation:

pastedimage1562834112858v1.png

Case entity is configured for quick create:

pastedimage1562834200218v2.png

Case entity is also included in the Model Driven app with all the forms included.

Can you tell me which configuration is missing?

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  • ___Pool___ Profile Picture
    ___Pool___ 2 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    Wouter thanks for your help ;) karma++

  • ___Pool___ Profile Picture
    ___Pool___ 2 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    Wouter thanks for your help ;) karma++

  • ___Pool___ Profile Picture
    ___Pool___ 2 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    Wouter thanks for your help ;) karma++

  • ___Pool___ Profile Picture
    ___Pool___ 2 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    Wouter thanks for your help ;) karma++

  • Verified answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    disable 'read only in mobile' ?

  • ___Pool___ Profile Picture
    ___Pool___ 2 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    Hello Wouter Madou thanks for your answer, but after the checks suggested the result is the same: Case Quick Create is still not available, here some screenshots

    Allow Quick Create is YES

    Case Quick Create  does exist and it is enabled

    Entity is set for Mobile View

    On the Model Drvien App all forms are included

    I also tried to remove a form from the model driven app, save and publish, re-include all the forms save and publish

    pastedimage1562835888515v2.png

    pastedimage1562835859787v1.png

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Unified Interface - Navigation Bar - Quick Create Case

    To enable quick create for an entity you will need the following elements:

    Entity settings: Allow quick create: yes

    Entity Forms: quick create form needs to be created / existing and activated

    To enable quick create in the model driven app:

    - add the entity + quick create form to the app

    Entity settings: Enable for mobile

    If all these things are enabled and ok, press the 'publish all customizations' button again, afterwards go in your app, remove a form, add a form, press save, validate and publish.

    That should do the trick.

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