Quick Create on Custom Entity

(0) Share

Report

Posted on by ashishshahs

110

Sir / Madam,

Can someone guide me how to open a "Quick Create" form instead of "Main" form in a custom entity. Example ... on the below, when I click the "New Work Order Address" button, the "Main" form opens. I'd like the "Quick Create" form to open.

Main Form:

-Ashish

I have the same question (0)

All responses (3)

Answers (3)

Verified answer

AC-16100139-0 on at

Like (0)

Report

RE: Quick Create on Custom Entity

Hi Ashish,

Thanks for raising this question through forums. I've included a number of articles that will help you achieve this:

www.inogic.com/.../

And the following which leads you through the creation process and I've included a number of items to note from the article:

Create or edit quick create forms for a streamlined data entry experience

docs.microsoft.com/.../create-edit-quick-create-forms

Note

===================

• The entity must have the Allow Quick Create option enabled for the quick create form to be displayed.

• You must also add the entity and the quick create form to your app.

• Some fields, such as the CREATEDON field, aren’t available to add to a quick create form.

Thanks for reviewing and letting us know how you get on Ashish.

Cheers,

Allan

Microsoft Support

Was this reply helpful? Yes No
Verified answer

ashishshahs 110 on at

Like (0)

Report

RE: Quick Create on Custom Entity

Hello Allan,

Thanks. I have the above done.

Additionally, the Quick Create form has been created and edited in the entity ...

I guess ... I am struggling with how to invoke the quick form from the editable grid i.e.

-Ashish

Was this reply helpful? Yes No
Verified answer

Miguel Lourenco on at

Like (0)

Report

RE: Quick Create on Custom Entity

Hi Ashish,
Have you added that quick form to the app?

Was this reply helpful? Yes No