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Enable multiple Quick Create forms to be controlled with security

Author Name: Elizabeth Postle

The MS developer network page states that:

"When you have multiple main, quick create or mobile forms for an entity you can assign a form order. The form order determines which of the available forms will be shown by default. The available main or mobile forms can be further controlled by assigning security roles to forms. See Control access to forms for more information.

You cannot assign security roles to quick create forms, so the only form that will be used by everyone is the one at the top of the form order."

This means that although it's possible to create more than one Quick Create form, everyone must use the 1st one. Why then have you allowed us to create multiple forms?

Bring Quick Create forms in line with other form types: enable users to switch between forms, and enable them to be controlled by security roles.

Status: Under Review
Regular Visitor
Status changed to: Under Review
Regular Visitor
Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future

Now that we have Apps - we really could do with having different quick create forms for each app.

I've just done a test with the Unified Client and it seems that for Unified Apps you can use different quick create forms for different Unified Apps!

New Member

I agree - this would be a very useful feature to have.  Users should be able to pick from multiple Quick Create Forms just like the Main forms.  Otherwise, what's the point?

Regular Visitor

Ideally one can select which Quick Create View should be loaded per lookup since the same entity might be linked more than once for different functions.