Microsoft Dynamics CRM (Archived)

Quick Create Form is not showing up

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Posted on by Community Member

Hi Expert,

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

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Alex Fun Wei Jie 33,626 on at

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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

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Community Member on at

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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.

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Alex Fun Wei Jie 33,626 on at

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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".

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Community Member on at

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RE: Quick Create Form is not showing up

Hi Alex,

thanks for solving my problem

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Jonathan Blackham 30 on at

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RE: Quick Create Form is not showing up

Step 3 is what solved my identical problem. Thanks!

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Community Member on at

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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?

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awalters 3,079 on at

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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.

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MoMo 430 on at

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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

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danosagi_002 35 on at

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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!

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HR-09070029-0 18 on at

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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.

3 people found this reply helpful.

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