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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / One table, multiple qu...
Microsoft Dynamics 365 | Integration, Dataverse...
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One table, multiple quick create forms

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Posted on by CBMavic 30

Hi

I have a custom table, where I have multiple views and multiple quick create forms that all have different fields in them,i.e: for view 1, I need the field X and for the view 2 I need the field Y. When adding the subgrids to the with the views I am not able to control the correct quick create form based on the different views. I thought I could use business rules but I am not able to retrieve the needed lookup fields in the business rules. 

am I missing something?

any thoughts / help would be very helpful

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  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at

    As far as I'm aware, this isn't possible. I suggest you submit an idea for this here: https://aka.ms/PAIdeas

    There can only be one Quick Create form per app, so one approach would be to use Business Rules on the Quick Create form itself.
    For example if parent record is of Type A, then make sure to map the Type in the relationship mapping to the child table Type, so that you can display the appropriate Quick Create form fields for Type A.
    I don't think this is possible if you're looking to achieve this using subgrid view context though.

    Henry

  • CBMavic Profile Picture
    CBMavic 30 on at

    I have also looked at the business rules, but I don't get the parent record lookup in business rules, although it is mapped and in the view itself

    I was looking at Javascript at the moment, was hoping to do this out of the box

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