Create or edit model-driven app quick create forms
This article describes how to create and edit a quick create form.
With quick create forms, an app can have a streamlined data entry experience with full support for logic defined by form scripts and business rules. In a Power Apps model-driven app, quick create forms appear when the Create button is selected in the navigation bar or when + New is chosen when creating a new row from a lookup or subgrid.
Model-driven apps and Dynamics 365 mobile apps use quick create forms for creating new rows. If a table already has a quick create form configured for it, the mobile apps use that form. If a table doesn't have a configured quick create form, Power Apps generates a quick create form for creating rows in the mobile apps based on the main form definition.
Tables with quick create forms
By default only these system tables have quick create forms: account, 1campaign response, 1case, 1competitor, contact, 1lead, 1opportunity.
1Requires a customer engagement app.
Although it is possible to create quick create forms for system activity tables (except for the appointment table), they do not support quick create forms. Currently, the option to disable the quick create form for the appointment table is not supported. Any of the other updated tables and any custom tables can be enabled to support these forms by selecting Enable quick create forms in the table definition and creating a quick create form for the table.
Custom activity tables that support quick create forms can be enabled, and it is possible to create quick create forms for those tables. However, the quick create form for custom activity tables 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 row for a subgrid that displays that specific custom activity table.
Create a quick create form
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 can't be assigned to security roles and they don't provide the capability for the user to switch forms.
Note
- The table must have the Enable quick create forms option enabled for the quick create form to be displayed.
- The table must be added to your app.
- Some columns, such as the CREATEDON column, aren't available to add to a quick create form.
How to create a quick create form
- Sign in to Power Apps.
- Select Solutions on the left navigation pane, and then open the solution you want. If the item isn’t in the side panel pane, select …More and then select the item you want.
- Select Tables, select the table, and then select the Forms area.
- On the toolbar, select Add form > Quick Create Form.
- In the form designer, drag any columns from the Column Explorer into the sections on the form.
- When you are finished, select Save.
- Select Publish to see the new form in the application.
Edit a quick create form
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 more sections or columns.
The following controls can't be added to quick create forms:
Subgrids
Quick View Forms
Web resources
iFrames
Notes
Bing Maps
If you add a composite column to a quick create form, it will be displayed as separate columns.
To edit a quick create form
Sign in to Power Apps.
Select Solutions on the left navigation pane, and then open the solution you want. If the item isn’t in the side panel pane, select …More and then select the item you want.
Select Tables, select the table, and then select the Forms area.
In the form list, select a form where the form Type is Quick Create.
Drag any columns from the Column Explorer into the sections in the form.
See Configure event handlers for information about editing event handlers for form scripts.
When you're finished, select Save.
Select Publish to see the modified form in the application.
Enable Quick Create Form property behavior for activities
The Enable quick create forms property can be enabled or disabled for all standard activities except recurring appointments. This property allows the form that is displayed by default for most activities to be displayed. By default, the Enable quick create forms property is enabled and the quick create form is the form displayed in the app areas and activity tables that support it.
Unified Interface client form display behavior
The following table indicates what form is displayed by default when the Enable quick create forms property is enabled in the Unified Interface client.
| Location where form is accessed | Form displayed |
|---|---|
| Specific activity associated grid | Quick create |
| Specific activity sub grid | Quick create |
Activities (activitypointer) grid |
Quick create |
Activities (activitypointer) associated grid |
Quick create |
Activities (activitypointer) sub grid |
Quick create |
| Global command bar + button 1 | Quick create |
| Timeline wall | Quick create |
Activities (activitypointer) grid |
Main |
| Specific activity grid | Main |
1Activities appear in the global Create or + New buttons when the Enable quick create forms property is enabled. In this case, the quick create form is used if it exists or the main form if it does not. If Enable quick create forms is disabled, the entry for the table will not appear.
Classic web client form display behavior
The following table indicates what form is displayed by default when the Enable quick create forms property is enabled in the classic web client.
| Location where form is accessed | Form displayed |
|---|---|
| Specific activity associated grid | Quick create |
| Specific activity sub grid | Quick create |
Activities (activitypointer) grid |
Main |
Activities (activitypointer) associated grid |
Main |
Activities (activitypointer) sub grid |
Main |
| Global command bar + button | Main |
| Specific activity grid | Main |
Classic web client social pane behavior
The social pane is a special case because it doesn't use the Enable quick create forms property but uses different forms for different activity tables as indicated here.
| Activity | Form displayed |
|---|---|
| Task | Quick create |
| Phone Call | Quick create |
| Main | |
| Appointment | Main |
| Custom activity | Main |
Solution import Allow Quick Create value behavior
When a solution from version 8.2 is imported, regardless of the value of the Enable quick create forms property in the solution, the following tables will be reset to the default form display value. Also, the main form will display: task, phone call, email, and appointment. In this situation, you'll need to reset the Enable quick create forms option back to enabled for those activity tables after the import.
If there is a customization made in a version 9.0 solution to tables where Enable quick create forms is enabled, the value will not change after import. However, if the Enable quick create forms option has been set to disabled for the task, phone call, email, and appointment tables, the value will be overwritten to enabled. In this situation, the Enable quick create forms option needs to be reset back to disabled for those activity tables after the import.
Important
- If a quick create form exists for a table but is not included in the app, the Unified Interface runtime will still open the quick create form. This behavior occurs with lookup controls and subgrids. If you don’t want a quick create form to appear in your app you must delete it.
- Be aware of the behavior that occurs when a parent relationship is created with the same table. For example, if Account has a relationship to Account and lookup is created that is used by a quick create form that creates a parent row, the first row will not be saved with the lookup that has the parent row value. This is because of the circular reference introduced by using the same table. If you experience this issue you can resolve it by removing the parent row id on the quick create form before saving the row.