Hi Msolomon,
If I misunderstand your needs, please correct me.
- You want to use the quick creation feature directly in the Account form and automatically populate some fields in the quick create form.
- Also, there are unwanted entities in the current Quick Create list, and you want to delete those entities in the Quick Create list.
Is your demand these two points?
1, If you want to quickly create other related entity records within the Account form, I recommend you use the sub-grid for quick creation.
The steps to add a subgrid are as follows:
Go to the Account form of the web client and click the FORM button on the command bar to enter the form editor.
Click the Sub-Grid button under the INSERT tab of the form editor. Enter Name in the Set Properties window, select the Entity you want, and click OK. Don't forget to save and publish.
The effect is as follows:
When I click "···" in the sub-grid on the unified interface, and then click the Add New Opportunity button, the quick create form will pop up, and the Account field will automatically fill the current Account.
2, If you use the method in the first point, then you only need to create the sub-grid of the required entity in the Account form, and don't create sub-grids of other entities you don't need. This will meet your second needs.
If you still want to delete unwanted entities in the quick create list, then please refer to the previous reply. Uncheck Allow quick create.
Hope this helps.
Best Regards,
Lu Hao
