cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
summitb
Memorable Member
Memorable Member

Quick Create form not showing up from subgrid

I have allowed quick create form for one of my entities. I have added a subgrid of that entity in its parent entity. When I try add a record, it is supposed to show quick create form but it redirects to new form. I have also added the look up of parent entity as business required but still modesl not work.

2 ACCEPTED SOLUTIONS

Accepted Solutions

For anyone else that runs into this behavior, the resolution was to ensure the entity and form you are enabling for quick create are added as components in App Designer.

This fixed it for me.

View solution in original post

I missed on adding the Entity that needs to be shown as quick create in the app designer. Adding that solved the issue.

View solution in original post

11 REPLIES 11
v-xida-msft
Community Support
Community Support

Hi @summitb ,

Could you please share a bit more about your scenario?

Do you want to display the Quick Create form when your add a record rather than redirect to the New Form?

Have you configured the form order for the Quick Create Form in your Entity or set the Quick Create Form as the default form of your Entity?

 

Actually, a form could be displayed as a Default form of a Entity is based on the Form Order you configured within your CDS Entity.

Please check the following article for more details:

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-design-forms#why-isnt-my-f...

 

You can enable custom activity entities to support quick create forms, and you can create quick create forms for those entities. However, the quick create form for custom activity entities will not be used when people select Create on the navigation bar. These quick create forms can be used only when people add a new record for a sub-grid that displays that specific custom activity entity.

More details about creating a Quick Create Form for a Entity, please check the following article:

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-quick-create-forms

 

Please check if you clicked the "+New" button  from a lookup or sub-grid to create a record instead of clicking the "Create" button within the navigation bar.

 

If the issue still exists, please consider re-create your Model-Driven app, then re-create a new Quick Create Form based on above article, and add it within a Entity via a lookup or sub-grid, check if the issue is solved.

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

Thanks for posting in the community @summitb - can you review the above reply and update the thread if it was helpful? 

 

Thank you,

 

@Anonymous 

Hi @summitb, did you ever get this resolved?  I'm seeing the same behavior.

@Anonymous, I have a custom entity, Allow Quick Create is enabled.  There is only one Quick Create form.  Hitting "+ New Custom Entity" on a subgrid still opens the main form.

Any ideas?

For anyone else that runs into this behavior, the resolution was to ensure the entity and form you are enabling for quick create are added as components in App Designer.

This fixed it for me.

I missed on adding the Entity that needs to be shown as quick create in the app designer. Adding that solved the issue.

Nope. All Tables are in app designer; form is there; lookup to parent is business required; published solution; published app (several times). 

 

Edge Chromium

Anonymous
Not applicable

Hi. Were you able to resolve this one? 

 

this  resolved my issue thanks

What You Were Likely Missing

The Setup

  1. In the Solution create table Parent
  2. In the Solution create table Child -> add Lookup to table Parent
  3. In table Child -> Properties -> Advanced Properties -> Leverage Quick-Create Form If Available
  4. In table Child -> Forms -> New Quick-Create Form and create form
    1. New Quick-Create Form will be greyed out if step 3 not completed
  5. In table Parent -> Main Form -> Components -> Sub-grid -> Related Records and select table Child
    1. This is using the Lookup to table Parent from step 2 
  6. In the App -> Edit -> New Page -> select Dataverse table -> select Parent table -> add to navigation is true
  7. The Step I Missed In the App -> Edit -> New Page -> select Dataverse table -> select Child table -> add to navigation is true/false

Explanation

  • Why it worked the first time: The first time I setup a quick create form I wanted the table Child in my App navigation so I did step 7 unintentionally and everything worked perfectly. I had done everything correctly without knowing it.
  • Why it didn't work the second time: The second time I setup a quick create form I DID NOT want table Child in my App navigation so I skipped step 7 intentionally. The quick create form did not work when I selected New Child from the sub-grid.
    • Why did I think it would work? When you add a Child sub-grid to the Parent form it shows up in the application whether or not you did step 7 and it works! But it navigates to the Child main form whenever you select New Child from the sub-grid. 

Solution

As there are nearly 18000 views of this article there is clearly a user experience gap.

 

  1. As of this writing the documentation https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-edit-quick-create-forms only mentions in a Note: The table must be added to your app
    1. This explanation could be expanded to identify how critical this step
    2. Or even better add this as a numbered step in the creation guide
  2. The little info bubble beside Leverage Quick-Create Form If Available should include: Quick create forms will not show unless this table is added as a new Page to the App

If this helped please thumbs up or mark as best solution.

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Summer of Solutions | Week 3 Results | Win free tickets to the Power Platform Conference

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27  

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Top Solution Authors
Top Kudoed Authors
Users online (4,862)