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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Create Form not ...
Microsoft Dynamics CRM (Archived)

Quick Create Form not Opening from Sub-Grid

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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)
  • gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

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

  • Community Member Profile Picture
    Community Member on at

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

    Thanks

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

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

  • Community Member Profile Picture
    Community Member on at

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

  • gdas Profile Picture
    gdas 50,091 Moderator on at

    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.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    can you show us all the setting in picture format?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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

  • Suggested answer
    Rohim Profile Picture
    Rohim 20 on at

    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

  • Community Member Profile Picture
    Community Member on at

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

  • Manish Jangid Profile Picture
    Manish Jangid on at

    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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