Quick Create Form is not working for custom entities in Dynamics 365 Unified Interface

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Posted on by Srikanth Reddy

135

Hello,

I am trying to open the Quick Create Form for the custom entity but it's opening default form instead Quick Create form. Quick Create does not works for custom entities?

Below is the code which I used to open the Quick Create form. please suggest on this.

function openCF(executionContext) {
    var formContext=executionContext.getFormContext();
    var entityFormOptions = {};
    entityFormOptions["entityName"] = "msdyn_payment";
    entityFormOptions["useQuickCreateForm"] = true;
    entityFormOptions["formId"] = "62F07FB4-A0AC-4312-A22A-0768E4C6BB86";
    var formParameters = {};
    formParameters["hsl_case"] = formContext.data.entity.getId();
    formParameters["hsl_casename"] = formContext.data.entity.getPrimaryAttributeValue();

    //Xrm.Utility.openQuickCreate("msdyn_payment", parentCase , formParameters).then(
    Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
        function (success) {
            Xrm.Utility.alertDialog(success.message);
            console.log(success);
        },

        function (error) {
            console.log(error);
        });
}

Thanks

Srikanth

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Answers (1)

Verified answer

Srikanth Reddy 135 on at

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RE: Quick Create Form is not working for custom entities in Dynamics 365 Unified Interface

Thanks Wahaj! After adding custom entity to the app then it's started working! I appreciate your help on this.
Suggested answer

Wahaj Rashid 11,321 on at

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RE: Quick Create Form is not working for custom entities in Dynamics 365 Unified Interface

Hi,

Thank you for your query.

Did you enable the custom entity for Quick Create? If not, follow these steps:

Go to Solutions -> Open Default or your custom solution.

Expand Entities -> <your entity name>.

Under Data Services section, check "Allow Quick Create".

Save and Publish.

Here are detailed steps:

https://docs.microsoft.com/en-us/dynamics365/outlook-app/add-a-custom-entity-to-quick-create