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Microsoft Dynamics CRM (Archived)

Some quick create forms not working on mobile version but work on desktop app

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Posted on by 230

On the mobile app I have 2 sub grids on the opportunities entity, which I have enabled for quick create but when I go to add a new record it takes me to the main form rather than a quick create. On the image below you can see 3 sub grids with circles on them. Circled in blue is the appointment entity, which works and allows me to quick create but offers (custom entity) takes me to a new form. Applicants (custom entity) doesn't even have the option to add a record. 

Subgrids.PNG

Below is the desktop version and all sub grids work. 

Subgrids-2.PNG

Anyone know why this would be? 

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  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at
    RE: Some quick create forms not working on mobile version but work on desktop app

    Hi Tricia,

    I already had these options enabled unfortunately.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Some quick create forms not working on mobile version but work on desktop app

    Greetings Ciaran,

    Have you confirmed that the Applicant custom entity is Enabled for Mobile? In my current version (8.2 online) we have a check box on the Entity Definition to do this.Entity-Definition-Cropped.PNG


    I wish you the best with this,

    Tricia

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