Quick Create Form not Opening from Sub-Grid

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I have created some custom entities:

Account Report

Account Finance

On the "Account Report" entity I have added a sub-grid for "Account Finance" - when adding a new record only the full form shows not the quick create form does anyone know why this would be?

- Quick Create is enabled on the entity and published

- Quick Create form is created and published

Thanks

Robin

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gdas 50,091 Moderator on at

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Hi ,

Make sure Account Report lookup field in the Account Finance subgrid entity set as "Business Required".

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Community Member on at

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Hi Goutam - yes I ensured it was already set to business required, the form appears just the wrong one.

Thanks

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gdas 50,091 Moderator on at

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Can you create another quick create form and deactivate first one . Try to make it default and also check form order.

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Community Member on at

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I've just tried that and its still only showing the full form

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gdas 50,091 Moderator on at

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Have you modified anything on + button by going to ribbon workbench?

Make sure you did publish all customization.

Also try to relogin and try with different browser.

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Alex Fun Wei Jie 33,628 on at

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Hi,

can you show us all the setting in picture format?

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Community Member on at

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Hi - I've just discovered it is actually on the new Unified Interface this is the problem in, I am testing this in UI only because this is where I want my users to use these custom entities. If I try in classic interface it works.

The below from 2018 is obviously still a problem.

https://community.dynamics.com/crm/b/dynamicscrmtipoftheday/archive/2018/11/14/tip-1192-quick-create-for-custom-entities-in-unified-interface

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Rohim 20 on at

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Hope this might help someone who comes across the same issue with unified interface app:

1. Enable Quick Create on "Account Finance" entity.

2. Set lookup "Account Report" field to Business Required.

3. Make sure Quick Create Form for "Account Finance" exists.

4. Add "Account Finance" entity and its Quick Create Form to App Designer

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Community Member on at

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You need to add quick create from as an artifact to your model driven App under entity forms.

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Manish Jangid on at

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Make sure you added Account Finance in you model driven app, It works for me when i added related entity to model driven app

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