Manage different quick create forms in the one UI application

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Posted on by Yevhenii Dementiev

Hello everyone,

I want to manage a couple of quick create forms for the entity inside one application.

I see that I can add multiple quick create forms to the app, however I can't find the way how to open the particular form.

For example:

I have two quick create forms for account entity. From the contact entity I want to open account "Quick create form 1", but from the opportunity entity "Quick create form 2".

And maybe from another entity I don't want to open account Quick Create form, but just Main form.

Is there a possibility to manage quick create forms like this inside one UI app?

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Yevhenii Dementiev 5 on at

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RE: Manage different quick create forms in the one UI application

Thanks, Andrew.
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a33ik 84,331 Most Valuable Professional on at

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RE: Manage different quick create forms in the one UI application

Hello,

I'm afraid it's not doable. Only one Quick Create form can be used. As a possible workaround you can check the source where the form was opened from (it's on you) and using JS hide/show fields/setting requirement level if it is needed.