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Open Quick create on view + New button

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Posted on by yify

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Hi,

In UCI, I would like to open the Quick create form on click on the + New button from any entity view. Please advise how this can be achieved.

Enabling the quick create at entiry diesnt seem to open in the above case.

Thanks.

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Bipin D365 28,983 Moderator on at

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Hi,

The trick to show quick create form when user click on +button is you need to add Entity in Model driven app.

Add entity in your App from app designer. It will work.

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yify 1,023 on at

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Bipin, the entity is already added in the model driven app. From the entity VIEW when I click on + New button, then it needs to show Quick create form but it is not showing. Please advise.

Thanks.

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AJ-22040756-0 on at

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Hi Partner,

Hope you are doing good.

I am sure you must have tried following these step, it would be great if you can verify the same

I just tried for Lead entity in Customer service Hub App and it works well, Steps I performed are mentioned here for reference:

1. Navigate to Customization Customize the System and look for Lead entity and check if "Allow quick create" is checked

2. Check in the forms if the "Quick create" form Exist in the Entity you are trying to add

3. Add this entity in Model driven App which you are trying to access, for example I am verifying in Customer service Hub APP

to Add it in model driven App -> Navigate to Customization -> Customize the system -> Model driven App and select the required APP

Once the App designer is open, Click on Entities and Select the required entity and from the Ellipses (i.e. Three dots) next to entity select all required assets

4 Once you select the entity, you should save the changes and Publish the same

5. Once the changes are saved and Publish, verify in app designer if you are able to see the lead entity in the list on left side and Quick create form is checked as in screenshot

6. Once you have this in place just close the App designer, Refresh the browser or logout and Login

7. Post refresh login, you should be able to see the Lead in quick create and this will open the quick create form

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yify 1,023 on at

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Hi Akash,

My requirement is to open it from the home grid of the + New button ( for ex: when you open a contact view, there is a + new button. When I click that Quick create should open). But the above step shows enabling ay navigation level.

Thanks)

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AJ-22040756-0 on at

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Hi Partner

Same steps should work even while accessing quick create form from home grid as well

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Bipin D365 28,983 Moderator on at

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Hi,

Have you tried enabling Allow quick Create checkboox on entity under settings->customization->customize the system->Entity ?

Let us know your result

If found helpful, Please mark my answer verified.

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H V 351 on at

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Hi,

You need to customize the NEW button from the ribbon. You should add below code on click of NEW button in COMMAND in RIBBON.

function openQuickCreateForm()

{

var params = {}; Xrm.Utility.openQuickCreate("contact", null, params).then(function () { console.log("Success"); }, function (error) { console.log(error.message); });

}

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Kenny Vaes 345 on at

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The platform will show the quick create only if the quick create is enabled on the entity AND if the parent entity in whos context you are creating the entity is a required field on the entity.

So make sure your lookup field is a required field and the quick create form should appear.

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ACECORP 1,589 on at

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I built a solution that does what you are looking to do.

Steps 1, 2, 3, and 4 are the components of that solution along with code snippets that open the form in Quick Create Mode or in Normal Mode.

First, you need to enable quick create on the entity.

Then, you have to create two sets of buttons via Ribbon Workbench: (a) New {0} Quick Create , and (b) New {0}

Now, hide the original New {0} button.

Next, in the New {0} Quick Create button's code, you will need to place custom javascript that Opens a new form in quick create mode, like what is shown below.

var entityOptions = {}; entityOptions["entityName"] = "account"; entityOptions["useQuickCreateForm"] = true; var formParameters = {}; formParameters["name"] = "Test account"; Xrm.Navigation.openForm(entityOptions, formParameters).then( function (lookup) { console.log("Success"); }, function (error) { console.log("Error"); } );

5. Next, in the New {0} button's code, you will need to place custom javascript that opens a new form in regular mode (not quick create), like what is shown below.

var entityOptions = {}; entityOptions["entityName"] = "account"; entityOptions["useQuickCreateForm"] = false; var formParameters = {}; formParameters["name"] = "Test account"; Xrm.Navigation.openForm(entityOptions, formParameters).then( function (lookup) { console.log("Success"); }, function (error) { console.log("Error"); } );

You can also hide and expose these buttons as needed with visibility rules from within Ribbon Workbench.

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