Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Quick create in a subgrid form ist not working

(0) ShareShare
ReportReport
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?

  • BLearning Profile Picture
    BLearning 5 on at
    RE: Quick create in a subgrid form ist not working

    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)

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Quick create in a subgrid form ist not working

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans