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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quick View Form in Sal...
Customer experience | Sales, Customer Insights,...
Suggested answer

Quick View Form in Sales mobile App doesn't show fields in order

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Posted on by Nicolas Payan 89

Hello, everybody,

Reading the official documentation from Microsoft is states that the Dynamics 365 Sales mobile app uses the Quick view form for displaying data in the mobile app.

pastedimage1675172655802v1.png

I am editing the quick view form to use the sales app for mobiles and the order of the fields are not the same as the customization I have done and it is the correct form because have a particular field I need, screenshots below. 

As it shows in the Sales App for Mobile

pastedimage1675172931928v2.pngMicrosoftTeams_2D00_image-_2800_54_2900_.png

As it should be shown

MicrosoftTeams_2D00_image-_2800_55_2900_.png

Does anyone knows why is this happening?

Regards,

Nicolas Payan

  • Suggested answer
    Nicolas Payan Profile Picture
    Nicolas Payan 89 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hello all,

    I have talked with Microsoft and they sent me this information. The order of the fields are as below, and it is in the QUICK VIEW FORM.

    •  Text inputs without icon

    •  Text inputs with icon

    •  Value selection inputs

    •  Assign inputs

    •  Multi line

    Regards,

    Nicolas Payan

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hi Nicolas,

    You need to edit the quick edit form instead of quick view

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    You have to edit quick create form not the quick view form.

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

  • Nicolas Payan Profile Picture
    Nicolas Payan 89 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hello, Naveen,

    I am editng the quick view form because the documentation says this is the one is shown in the app or that's what I understood.

    learn.microsoft.com/.../modify-quick-view-form

    Regards,

    Nicolas Payan

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Are you sure that you are referring to correct form? and if yes then publish all customizations.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hi Nicolas,

    Please make sure you are editing the right form. I believe you are doing it with a quick view form not for quick create.  

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Try by Publishing All Customization

  • Nicolas Payan Profile Picture
    Nicolas Payan 89 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hi, Pradeep,

    The fields are showing in the form, the issue it is not displaying in the correct filed order

    Thanks,

    Nicolas Payan

  • Nicolas Payan Profile Picture
    Nicolas Payan 89 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hi, Amit,

    Sure, I have added in the sales hub app and check the order of forms.

    Thanks,

    Nicolas Payan

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Quick View Form in Sales mobile App doesn't show fields in order

    Hi,

    Please check below property in customization:

    pastedimage1675175865266v1.png

    I tested this and if above property is checked then field will not visible on mobile.

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