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How do I set the "Quick Create Form" on the "Edit" of a subgrid item?

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Posted on by mykedeabreu

I have a subgrid that shows related records. When I click "New" it uses my quick create form. However, the "Edit" button launches the main form. How can I set the "Edit" for to the Quick create form?

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HLo PrimeCapital 10 on at

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RE: How do I set the "Quick Create Form" on the "Edit" of a subgrid item?

We need this feature be added - ability to edit record in fly out form, eg. quick create.
cindy whylings 35 on at

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RE: How do I set the "Quick Create Form" on the "Edit" of a subgrid item?

I have the same questions, I want to edit my subgrid with the fly out quick create. Any support for this?
mykedeabreu 99 on at

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RE: How do I set the "Quick Create Form" on the "Edit" of a subgrid item?

I am able to "Quick Create" a record. However, when I "Edit" the record it is using the Main Form. I want it to use the Quick Create for Edit as well.
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Rodrigo Hentz on at

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RE: How do I set the "Quick Create Form" on the "Edit" of a subgrid item?

Hi mykedeabreu how are you?

mykedeabreutake a look at the entity at Settings >> Customizations >> Customize the system, >> Entities >> Contact and check if the 'Allow Quick Create' is marked

Also, if the entity and form was added to the app Add or edit app components with Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Please let me know if this information helped to answer your question.

Regards

Rodrigo Hentz

Microsoft Support Engineer