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Case Quick Create Form is not displaying

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Posted on by IA-30091025-0

Hi, I have a Quick Create form for Case records but when I go via a subgrid and click New Case it loads the case Main form

The Quick Create form is included in the app and in form settings is first in the order, the table is enabled in "leverage quick create form if available". As far as I understand, there are no security roles to set for quick create forms. I have removed and readded Case from the site map navigation.

Live Monitor for Form Selector shows

"Step 4.1: Retrieve the form id from URL parameter or programmatic input. Result: the form id --- is provided and it will take precedence over MRU (most recently used) form.",

(next steps were skipped)

"Step 4.5: Final validation of the form id. Result: form id --- is not accessible to current user due to security or App Module settings. The specific reason can be found in previous steps (you can search for the form id). Default system form is retrieved instead as a backup:

Can you help, why isn't the correct form displaying?

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Dynamics 365 Customer Service

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Tom_Gioielli 1,680 on at

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Case Quick Create Form is not displaying

Quick Create forms require three things to work:

Quick Create forms are enabled for the table in question

A Quick Create form exists

The form has been added to your model driven app

If it has been added to your app and still isn't working, make sure that the table is set to use Quick Create forms when available. (bottom right corner of my screenshot).

Dataverse > Tables > Properties> Leverage Quick Create Forms
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Engy Louis 79 on at

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Case Quick Create Form is not displaying

The Quick Create form doesn’t support security roles—it’s available to all users.

Make sure you’ve added the form to your app under “In this app” and then save and publish the app.

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IA-30091025-0 3 on at

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Case Quick Create Form is not displaying

Hi Ramesh, not sure I follow what you mean by listed and checked and assigned to the app module. It has been added to the app, do you mean something different?

add quick create.png
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Ramesh Kumar 5,115 on at

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Case Quick Create Form is not displaying

Go to Power Apps > your App > Tables > Case > Forms Confirm: The Quick Create form is listed and checked and it is assigned to the app module you're using (not just enabled globally)

Thanks, Ramesh

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