Power Platform Community Forum Thread Details

I have a header table
I have a line items table has a look up to the header tables.
I have a ledger assignments table that has a lookup to a line items table and a lookup to the header table.

The form I am in is the header entity main form
I have a sub grid to the line items and a sub grid to the ledger assignments in the form

I want to make ledger assignments at the line item level. The only reason the header lookup is there is so I can show it as a sub grid in the header main form

When I click New AP Ledger Assignment the form opens is a new tab and the user has to enter the info and save and close to get back to the main forms tab.

Is there a way when I click New AP Ledger Assignment the for the form to

- be a quick view form (I have use quick view form when avail checked in the table property OR

- be able to add a record inline in the editable Grid? OR

- open ./ add from a from in a section on this same header main form tab

Right now when I click New AP Ledger assignment it opens in a whole new tab. I'd want the user to say on the current tab anyway possible. The overall goal is the least amount of clicks possible

Thank you

Categories:

Microsoft Dataverse with Power Apps

Building Power Apps

Hello @ctedesco3307,

Yes, It's feasible you can use Quick Create Form.

You need to follow below steps to enable this option for create the new form:

Go to the Ledger Assignments table.
In table properties, make sure Leverage quick-create form if available is enabled.
Create a new Quick Create Form from the Form section.
Add only the required and most important fields (for example, the Line Item lookup and any mandatory fields).
Publish your changes.

Once it's done then it will appear in side panel:

Reference link:

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-edit-quick-create-forms

If this response resolves your issue, please mark it as the Verified Answer so it can help other community members as well.

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