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Customer experience | Sales, Customer Insights,...
Answered

Quick create in a subgrid form ist not working

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Posted on by 5

- I created a Custom Entity called Opportunity Products, with some choices, lookups and text columns columns

- I added opportunity as lookup field and made it business required.

- So I added in the app a subgrid form with and I chose this table.

-Than I created a "quick create form", added all the fields that I need, saved and published all the customizations, but even so it keeps opening in a new window (main).

Is there any way to set quick create as default?

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check this kb - learn.microsoft.com/.../add-a-custom-entity-to-quick-create

    Did you enable "Quick Create" for the mentioned entity - adding Quick Create Form is not enough.

  • BLearning Profile Picture
    5 on at

    thank you very much for your answer!

    I was missing adding the new entity in the app.

    To do this, I had to switch to classic mode (as in step 4 from documentation that you sent me)

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