Open Specific quickCreateForm

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Hi All,

I have several quick Create form in Case entity in Dynamics 365. Also, I added a custom button on the Case entity and my plan is to open one of theses Quick create forms.

I added formId as bellow in the parameters, but it not works and doesn't open my Quick create form.

var param = {};
param["formId"] = "My Id";
Xrm.Utility.openQuickCreate("incident", null, param);

Anyone can advise about this?

Thanks

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Wahaj Rashid 11,323 on at

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Hi Amir,

Xrm.Utility.openQuickCreate function is deprecated.

You need to use Xrm.Navigation.openForm(entityFormOptions,formParameters) function.

In enittyFormOptions object, you need to set useQuickCreateForm=true to open Quick Create Form. You can also set formId property top open specific quick create form.

Here is an example:

var entityFormOptions = {};

entityFormOptions["entityName"] = "incident";

entityFormOptions["useQuickCreateForm"] = true;

entityFormOptions["formId"] = "Specific form Id";

Xrm.Navigation.openForm(entityFormOptions, null).then(
function (lookup) { console.log("Success"); },
function (error) { console.log("Error"); }
);

Here is the documentation on this function:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform

I hope this solves the problem, let me know the results.

Best,

Wahaj

(if it helps, mark it verified)

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Ana Almeida Microsoft Employee on at

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Hello,

To open the main form in a dialog using client API, you need to invoke the call using the Xrm.Navigation.navigateTo method. The Xrm.Navigation.navigateTo API method allows you to open the dialog with several options, including the size and position.

var pageInput = {

pageType: "entityrecord",

entityName: "account",

formType: 2,

};

var navigationOptions = {

target: 2,

width: {value: 50, unit:"%"},

position: 1

};

Xrm.Navigation.navigateTo(pageInput, navigationOptions);

Offcial documentation: https://docs.microsoft.com/pt-pt/powerapps/developer/model-driven-apps/customize-entity-forms#open-main-form-in-a-dialog-using-client-api

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Community Member on at

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Hi Wahaj,

Many times checked and it still opening another Quick Create form.

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Marco.P 2,405 on at

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I'm Sorry but that Is the intended behaviour by MS, you can only use one Quick create form.

According to Microsoft documentation:

Although you can define multiple quick create forms, only one quick create form can be used by everyone. The form everyone will use is set using the form order. Quick create forms cannot be assigned to security roles and they do not provide the capability for the user to switch forms.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-quick-create-forms

So It opens another form 'cause that form Is the First One by form order.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/assign-form-order#:~:text=To%20assign%20a%20form%20order,-In%20the%20solutions&text=In%20the%20form%20list%20toolbar,down%20in%20the%20form%20order.

Hope it helps,

Marco

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Wahaj Rashid 11,323 on at

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Hi Aamir,

I'm sorry it didn't work out.

As Marco mentioned, you can have multiple Quick Create Forms but always one is used (based on the form order).

If you have a specific quick create form that should open always, change the order accordingly (so it opens by default).

I hope this helps.

Best,

Wahaj

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