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Customer experience | Sales, Customer Insights,...
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Setting Quick Create Form for Custom Entity

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Posted on by Microsoft Employee

I have a custom entity displaying as sub-grid on Account entity.  I would like to know now to setup the quick create form to display on the right pane when selecting the "New Record" + icon.  I already added Account as the default required field, but when I select the add new record button, it directs me to the main record page of the custom entity instead of the quick create form right pane display.  How do I set this up?

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Setting Quick Create Form for Custom Entity

    And welcome :D

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Setting Quick Create Form for Custom Entity

    This worked, thank you so much.

  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Setting Quick Create Form for Custom Entity

    Agreed with Andrew , when you create  custom entity by default the custom entity will not add in your app automatically in dynamics 365 unified interface , even if you choose Sales module check box from entity information pages. For that you need to go to app designer and add the entity. By default all forms will be added.

    Follow below steps  -

    1. Go to app designer -

    pastedimage1582908378075v1.png

    2. Add Entities 

    pastedimage1582908447359v3.png

    3. Select entity

    pastedimage1582908468324v4.png

    4. Do publish and press ctrl+F5 entity forms .

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Setting Quick Create Form for Custom Entity

    Can you please confirm that Quick Create form is the part of your app - docs.microsoft.com/.../add-edit-app-components

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Setting Quick Create Form for Custom Entity

    Good Morning,

    Thank you for the reply.  Yes my quick create form is active and I also have the allow quick create on the entity.  Any futher feedback greatly appreciated.

    Thanks

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Setting Quick Create Form for Custom Entity

    Hello,

    Have you activated "Quick Create" for your entity and added "Quick Create Form" to your application?

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