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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quick view form
Customer experience | Sales, Customer Insights,...
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Quick view form

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Posted on by PS10 8

Hi

A typical problem not sure what has gone wrong. 

I have 2 entities and i was trying to change the realtionships between the two from refrential to Parental, did that worked fine after that requirement changed so i reverted the relationship back to refrential again, published all customisations, hard cleared the cache. 

The issue is: Entity A's form has a quick view form for entity B and now only the fields of quick view are visible and no data. 

Any ideas what could have gone wrong.

I have published everything again, individualy plus publish all, also i removed and added the quick view form back again nothing helped.

Thanks

PS10 

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Quick view form

    Hi PS10,

    It's so strange.

    I tried to reproduce your situation but without success, my quick attempt still displays the fields and values normally.

    pastedimage1677734937747v2.png

    -- now only the fields of quick view are visible and no data.

    All Entity A's records do not display data? 

    Has the value of the lookup field been changed?

    Have you checked these fields on the entity B? Do they indeed have values that are populated?

    --If these fields on Entity B are themselves empty, naturally no values will be displayed.

    pastedimage1677735046606v3.png

    You mentioned that you have removed and added the quick view form back again but nothing helped.

    --You can try to remove lookup fields and quick view form, and delete the relationship, then create new for all.

  • PS10 Profile Picture
    PS10 8 on at
    RE: Quick view form

    Really appreciate your time but that article is just to tell how to add a quick view form.

    If i re-phrase my question, no changes were made to the quick view form bewteen the two entities.

    I only changed and also reverted back the 1:N relationship between the two entities after which for some reason the data of quick view form is not visible.

    But as per your suggestion i have doubled checked and all looks same as in production(working fine) since i made changes in development(which is now not working for the above).

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    RE: Quick view form

    Checkout below article. 

    https://carldesouza.com/dynamics-crm-quick-view-forms/

    Thank you, 

    Amit Katariya

  • PS10 Profile Picture
    PS10 8 on at
    RE: Quick view form

    Hi Amit

    Thank you for your prompt reply.

    Where do i check the relationship setting for quick view form?

    Thanks

    PS

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    RE: Quick view form

    Have you checked relationship setting for the quick view form. 

    Thank you, www.marksgroup.net/.../

    Amit Katariya

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