Quick Create Form not Opening from Sub-Grid

(1) Share

Report

Posted on by Community Member

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

*This post is locked for comments

I have the same question (1)

All responses (13)

Answers (0)

Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

Hello StromCloud79

Implementation Steps:

Consider I have two entities
Table 1
Table 2.

I need to Open Table 1 as a Quick create from Table 2 SUBGRID.

Lets see how we can do that.

1. Navigate to https://make.powerapps.com

2. Click Gear Icon at the Top --> Select Advance Settings

3. Click Settings--> Customization --> Customize the System

4. It will Open a Page --> Expand Entities --> Click Table1 --> Make Sure you will Check ALLOW QUICK CREATE

5. Once the Above Step Done --> Click Save and Publish

6. Once Publish done --> Navigate to https://make.powerapps.com

7. Click Apps --> Select your Model Driven Apps --> Click Edit --> Expand Entity View --> Select the Table --> Select Quick Create Form

8. Once Check Box done --> Click Save --> Click Publish

9. Once done --> Close all the window and Publish All Customization

Was this reply helpful? Yes No
Suggested answer

Surendran Ravindran 5 on at

Like (2)

Report

RE: Quick Create Form not Opening from Sub-Grid

Steps to have Quick Create Form in Subgrid New record button :

1. Enable Quick Create in the Subgrid entity.

2. Set lookup field to Business Required in the Subgrid Entity

3. Make sure Quick Create Form is exists , if not create Quick create form .

4.Make Sure that entity and its Quick Create Form is exist App Designer (Site Map) if not Add it

Was this reply helpful? Yes No
InfernalDaze 15 on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

And make sure you've included the entity / form on the class app designer"

Was this reply helpful? Yes No
Manish Jangid on at

Like (1)

Report

RE: Quick Create Form not Opening from Sub-Grid

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

1 people found this reply helpful.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

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

Was this reply helpful? Yes No
Suggested answer

Rohim 20 on at

Like (5)

Report

RE: Quick Create Form not Opening from Sub-Grid

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

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

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

Was this reply helpful? Yes No
Alex Fun Wei Jie 33,626 on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

Hi,

can you show us all the setting in picture format?

Was this reply helpful? Yes No
gdas 50,091 Moderator on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Quick Create Form not Opening from Sub-Grid

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

Was this reply helpful? Yes No