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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Form changes when a cu...
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Form changes when a custom view is set

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Posted on by Kostas K 19
Hi to all,
 
I have a sub-grid to Connection entity on Opportunity form and when I try to add a new connection
 
the following quick view form shows up:
focused on User entity.
 
But when I change the view of the sub-grid, and try to add a new connection the new form shows up:
 
How can I control this behavior? There isn't any quick view form on this entity.  
 
 
  • Suggested answer
    Inogic Profile Picture
    Inogic 24,055 on at
    Form changes when a custom view is set
    The CRM don’t allow us to create ‘Quick Create Form’ for the Connection entity as seen below due to the disabled setting and we cant enable either.
     
     
    So this is the reason why , when we try to add the new Connection, main form shows up.

    To conclude we can only use the main form of Connection entity when creating records from the sub grid.
     
    Hope this helps.
     
    If this helped, kindly please mark this answer as verified as it will help others too who might have same query as yours.
    Thanks!

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  • Kostas K Profile Picture
    Kostas K 19 on at
    Form changes when a custom view is set
    This 'quick view form' it is not actual a quick view, as it writes at the top Lookup Records, and not Quick View Form etc. But it opens like a quick view at the right of the screen. 
    I have added the same sub-grid to the form, to show related records from Connections. When I use the All Sales Team Member form, the preview of the subgrid test_connections is shown as below, and from the form it opens Lookup Records. At the Sales Team subgrid, which is the same as test_connection related entity, I use another view, but the preview shows a No Data Available message and when I click  New Connection from the form it opens the Main new page for Connections entity.


  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Form changes when a custom view is set
    Hi,
     
    According to the official documentation.
    Subgrid properties for model-driven app main forms in Power Apps - Power Apps | Microsoft Learn

    When adding a new record, the Quick Create form for the target entity is shown first. If there is not the Quick Create Form, then the main form is shown.
     
    Best Regards,
    Dengliang Li
     

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