Create and edit quick create forms

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

In Microsoft Dynamics 365, quick create forms appear when you click the Create button in the navigation bar or when you choose + New when creating a new record from a lookup or sub-grid. With quick create forms, you can have a streamlined data entry experience with full support for logic defined by form scripts and business rules.

The mobile apps use quick create forms for creating new records. If an entity already has a quick create form configured for it, the mobile apps use that form. If an entity doesn't have a configured quick create form, Dynamics 365 generates a quick create form for creating records in the mobile apps based on the main form definition.

By default only the following system entities have quick create forms.

Account

Campaign Response

Case

Competitor

Contact

Lead

Opportunity

Although you can create quick create forms for System Activity entities, they do not support quick create forms. Any of the other Updated entities and any custom entities can be enabled to support these forms by selecting Allow Quick Create in the entity definition and creating a quick create form for them. More information:  Enable or disable entity options

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 click the Create button on the nav bar. These quick create forms can be used only when people add a new record for a subgrid that displays that specific custom activity entity.

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.

System_CAPS_noteNote

The entity must have the Allow Quick Create option enabled for the quick create form to be displayed. More information:  Enable or disable entity options 

To create a quick create form

  1. Go to Settings > Customizations.

  2. Choose Customizations, then choose Customize the System.

  3. In the solutions explorer, expand the entity that you want and select Forms.

  4. Select New > Quick Create Form from the tool bar.

  5. Drag any fields from the Field Explorer into the sections in the form.

  6. When you are finished, click or tap Save and Close.

  7. Publish customizations to see the new form in the application.

While quick create forms support form scripts and business rules, their purpose is different from main forms and they don’t support all the capabilities of main forms. Quick create forms always have one section with three columns. You can’t add additional sections or columns.

The following controls cannot be added to quick create forms:

  • Sub-grids

  • Quick View Forms

  • Web resources

  • IFRAMEs

  • Notes

  • Bing Maps

If you add a composite field to a quick create form, it will be displayed as separate fields.

To edit a quick create form

  1. Go to Settings > Customizations.

  2. Choose Customizations, then choose Customize the System.

  3. In the solutions explorer, expand the entity that you want and select Forms.

  4. In the form list, double-click or tap a form where the Form Type is Quick Create.

  5. Drag any fields from the Field Explorer into the sections in the form.

    See Configure event handlers for information about editing event handlers for form scripts.

  6. When you are finished, click or tap Save and Close.

  7. Publish customizations to see the modified form in the application.

© 2016 Microsoft. All rights reserved. Copyright

Community Additions

ADD
Show: