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Is it possible to display a quick create form on a subgrid, without the entity being enabled to leverage quick create forms, so the table isn't available under quick create on the riibbon?

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Posted on 30 Jun 2023 10:27:13 by LH4footanstey

We have a requirement where we don't want users to be able to create records on a particular table using the "+" button on the model driven app.

However it would be nice, if possible, to expose a quick create form if adding a new record from a subgrid on a related table. Is that possible?

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Ethan_009 4,838 Moderator on 30 Jun 2023 at 10:47:37

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Re: Is it possible to display a quick create form on a subgrid, without the entity being enabled to leverage quick create forms, so the table isn't available under quick create on the riibbon?

Hi @LH4footanstey ,

I'm confused a bit.
Let me clear by mentioning few points:
1. You have a Form that contains a Sub-Grid.
2. You want a quick create form for that Sub-grid but for different table or same table as sub-grid records?

See, If you enable quick create for the subgrid table in the settings of that table.
Then you need to Add the Quick create form on the SiteMap.
Publish all customizations
Now, when you click on "+" button on Sub-grid, a side panel of quick create will open where you can add details and create records for that table.

Note: Out-of-the-box you cannot open a quick create of different form on different table's "+" button on sub-grid.

Hope this helps

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LH4footanstey 6 on 30 Jun 2023 at 10:53:45

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Re: Is it possible to display a quick create form on a subgrid, without the entity being enabled to leverage quick create forms, so the table isn't available under quick create on the riibbon?

Thanks Ethan. I did mean a subgrid on another table.
Ideally, we want a quick create form to be available from the "+" button on the subgrid, BUT we don't want users to be able to create new records of that table from the Quick Create button on the ribbon of our app.

I don't this is possible as to allow quick create forms as the table would need to be enabled for that, which would add it to the list on the Quick Create button on the ribbon of our app. I just wanted to absolutely confirm that

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Ethan_009 4,838 Moderator on 30 Jun 2023 at 10:58:53

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Re: Is it possible to display a quick create form on a subgrid, without the entity being enabled to leverage quick create forms, so the table isn't available under quick create on the riibbon?

Hi @LH4footanstey ,

Yes,
To summarize:
Table A contains a subgrid for Table B
You have a "+" button where you don't want Users to create new records for Table B
Instead create records for Table C

If this is correct, then its true you cannot create something like that directly.
Although there's a possibility where:
Step 1: Add a new custom button on the Sub-grid
Step 2: Connect it with a JS and it should open a Quick Create Form for Table C
Step 3: Enable Quick Create for Table C and add on your SiteMap.
Step 4: Do a test.

Hope I make sense.

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