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Create or edit quick create forms for streamlined data entry

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This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Create or edit model-driven app quick create forms for a streamlined data entry experience

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

The Customer Engagement customer engagement 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, Customer Engagement generates a quick create form for creating records in the mobile apps based on the main form definition.

Entities with quick create forms

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

  • Account
  • Campaign Response
  • Case
  • Competitor
  • Contact
  • Lead
  • Opportunity
  • Activity

Any of the 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 the entity.

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.

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 cannot be assigned to security roles and they do not provide the capability for the user to switch forms.

Note

  • The entity must have the Allow Quick Create option enabled for the quick create form to be displayed.
  • You must also add the entity and the quick create form to your app.
  • Some fields, such as the CREATEDON field, aren’t available to add to a quick create form.

To create a quick create form

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

  2. Select New > Quick Create Form from the toolbar.

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

  4. When you are finished, select Save and Close.

  5. Publish customizations 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 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. In the solutions explorer, expand the entity that you want and select Forms.

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

  3. 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.

  4. When you are finished, select Save and Close.

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

See also

Create and design forms
Create and edit quick view forms