New Card Form Not Available to other Users

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Posted on by Ian Mc

I have a custom Activities entity that is displayed in an activities panel on the prime entity Information form. I have created a new Card form for the activity entity and have set this to be used to display the activity entity details that are required in the control sub grid. When I view the form as my user (Admin) all looks fine, however oher users don't appear to have the card form available because the information nominated is not displayed. If I change the card back to the Information card (system default) all works perfectly (except that it has locked fields that I don't need displayed - hence the new card). It appears to be a permissions problem or perhaps a "Personal Form??" issue. Can somebody suggest where I need to look.

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Alex Fun Wei Jie 33,628 on at

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Hi ,

Card Form is only show in interactive dashboard, it is not for a normal form.

https://www.inogic.com/blog/2016/03/forms-in-microsoft-dynamics-crm-2016-which-cant-be-missed/

or the things that you are looking for is quick view form.

https://msdn.microsoft.com/ru-ru/library/dn531145(v=crm.6).aspx

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Ian Mc on at

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Thanks Wei,

Not sure that this is totally accurate. The link from Matthew Web below taks about using Card form in the Sessions time line in the same manner that I m trying to do.

https://community.dynamics.com/crm/b/matthewwebbdynamics365/archive/2017/06/27/activity-timelines-in-dynamics-365

When I select the form from the Activities Tab Properties panel, I only get the Card Forms for the entity. I do not see any of the Quick View forms.

Interestingly when I select the "Information" card (default System Provided) from the list, it displays as expected for all users

However when I select one of the cards that I have created, in this case the "Sessions Timeline Card View", it displays properly for me (Admin User), but not for anyone else.

Unsure whether this is a permissions issue or something else in the system.

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Community Member on at

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Ian, were you able to get this resolved? I am having the same issue and can't make sense of it.

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sofijak 20 on at

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Hello Ian! Thank you for posting this question - I am experiencing the exact same problem, except my issue is with a custom-created Task Card Form.... Have you found an answer yet??

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ChrisJC 1,540 on at

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Appears to still be an issue unless someone has found a resolution?

I have tried permissions but they're not attributed to Card type forms.

Same with the 'app' - only main and quick view forms can be selected.

I temporarily gave a user sys admin security role and this didn't seem to resolve it either.

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