Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Quick Create Form is not showing up

Posted on by Microsoft Employee

Hi Expert,

anyone has any idea why the quick create form is not showing up even though i enabled the setting.

*This post is locked for comments

  • HR-09070029-0 Profile Picture
    HR-09070029-0 14 on at
    Quick Create Form is not showing up
    This was driving me mad with Quick Create forms not appearing. I had followed all the steps, enabled Quick Create forms and created the Quick Create form, and it was still not working.
     
    Eventually I added the Entity to the navigation of my App. It immediately started working, then when I removed it again from the App navigation it still works. I guess the App needed some reference to this Entity.
  • Suggested answer
    danosagi_002 Profile Picture
    danosagi_002 35 on at
    RE: Quick Create Form is not showing up

    Thanks M Moiez.  This is a scenario that above answer had not yet covered, which solved my problem!

  • Suggested answer
    MoMo Profile Picture
    MoMo 430 on at
    RE: Quick Create Form is not showing up

    Make sure that child form is included in the app as well.

    e.g. Contact is a child of account, in this case, contact has to be included in the App

  • awalters Profile Picture
    awalters 3,079 on at
    RE: Quick Create Form is not showing up

    Kiranmai - That's a known bug with the newest version of Chrome.  I thought it was fixed for online instances, but maybe not all of them?  Definitely not fixed for on-premise.  If you search on the forums there are a couple of posts that talk about this, and give a workaround if you're on-prem and really need it working right with Chrome.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Quick Create Form is not showing up

    Hello.

    Even after making above changes, quick create works for the very first time and second time when i try to create quick create form is not loading properly.

    i need to refresh the Parent form and then try creating the second child record using quick create form. Any idea on this?

  • Suggested answer
    RE: Quick Create Form is not showing up

    Step 3 is what solved my identical problem.  Thanks!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Quick Create Form is not showing up

    Hi Alex,

    thanks for solving my problem

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Quick Create Form is not showing up

    Hi

    you can try to follow the below steps to verify.

    1. Make sure the "Allow quick create" is checked.

    2. Make sure Quick Create form is created.

    3. Now you should check the parent lookup field in your child entity, in order to use the quick create form, the parent lookup field in child entity must be set as "Business Required".

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Quick Create Form is not showing up

    Hi,

    I am pretty sure those setting are enabled. Perhaps i elaborate more, this quick create form doesnt work when i want to create the record through parent form.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Quick Create Form is not showing up

    Hi,

    would you mind to double confirm, you have enabled the setting, and the quick create form is created also?

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,228 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans