Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / One table, multiple qu...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

One table, multiple quick create forms

(0) ShareShare
ReportReport
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

  • CBMavic Profile Picture
    CBMavic 30 on at
    RE: One table, multiple quick create forms

    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

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: One table, multiple quick create forms

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans