Create or edit model-driven app quick create forms for a streamlined data entry experience

In this topic, you create and edit a quick create form.

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 a PowerApps model-driven app, 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.

Dynamics 365 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, PowerApps 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

Although you can create quick create forms for system activity entities, with the exception of the appointment entity, they do not support quick create forms. With the release of Dynamics 365, version 9.0, the appointment entity includes a quick create form for use with the Unified Interface. Currently, the option to disable the quick create form for the appointment entity is not supported. 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 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.

How to create a quick create form

  1. Sign in to PowerApps.

Important

“If the Model-driven design mode isn't available, you may need to Create an environment.

  1. Expand Data, select Entities, select the entity that you want, and then select the Forms tab.

  2. On the toolbar select Add form > Quick Create Form.

  3. In the form designer drag any fields from the Field Explorer into the sections on the form.

  4. When you are finished, select Save.

  5. 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 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. Sign in to PowerApps.

Important

If the Model-driven design mode isn't available, you may need to Create an environment.

  1. Expand Data, select Entities, select the entity that you want, and then select the Forms tab.

  2. In the form list, select 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.

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

Allow Quick Create property form behavior for activities

Introduced in the 9.1.0.2007 update, the Allow Quick Create property can be enabled or disabled for all standard activities except recurring appointments. This property lets you change the form that is displayed by default for most activities. By default, the Allow Quick Create property is enabled and the quick create form is the form displayed in the app areas and activity entities that support it.

Unified interface client form display behavior

The following table indicates what form is displayed by default when the Allow Quick Create 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 + button1 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 Allow Quick Create property is enabled. In this case, the quick create form is used if it exists or the main form if it does not. If Allow Quick Create is disabled, the entry for the entity will not appear.

Classic web client form display behavior

The following table indicates what form is displayed by default when the Allow Quick Create 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 Allow Quick Create property but uses different forms for different activity entities as indicated here.

Activity Form displayed
Task Quick create
Phone Call Quick create
Email Main
Appointment Main
Custom activity Main

Solution import Allow Quick Create value behavior

When you import a solution from version 8.2 regardless of the value of the Allow Quick Create property in the solution, the following entities will be reset to the default form display value and the main form will display: task, phone call, email, and appointment. In this situation, you'll need to reset the Allow Quick Create option back to enabled for those activity entities after the import.

If there is a customization made in a version 9.0 solution to entities where Allow Quick Create is enabled, the value will not change after import. However, if you have set the Allow Quick Create option to disabled for the task, phone call, email, and appointment entities, the value will be overwritten to enabled. In this situation, you'll need to reset the Allow Quick Create option back to disabled for those activity entities after the import.

See also

Overview of the form editor user interface