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I have a model-driven app with many custom tables, some of which have Quick Create forms, and therefore have the "Leverage quick-create form if available" option turned on. For many of these tables, I need for the new record to be created in the context of its parent record. I enforce this in my app by using Ribbon Workbench to hide the "New" button on the "HomepageGrid" and "Form" areas, and leave it visible on the "SubGrid" area only.
The problem I have is that the Global Command Bar that appears at the top area of the application contains a plus sign button (+) which shows all tables which have the "Leverage quick-create form if available" option turned on, and if the user clicks this button and selects one of the listed tables this brings up the Quick Create form for that table, and it is not being created in the context of a parent, and would be created as orphan records!
How can I remove this button, or at least remove those tables that I need to have created only in the context of a parent record?
Thanks, Dave - yeah, we are looking at the same thing. I'm voting for your solution in this project - so thanks for sharing it. We'll see what the client wants to do, but I think this is a fairly glaring shortcoming because a big reason for Quick Create, in my opinion, is to leverage mapping between parent and child fields - and they often go beyond just the parent record itself. There are no less than six important fields that we rely on to map.
It really needs to be a simple thing to do in the new ribbon management system to remove those entities without compromising the Quick Create capability.
Hi, you are correct. I said it "works perfectly" because it removed the table from the global command plus sign, but I just noticed that also causes the Quick Create form to no longer open when creating the record in the context of the parent. Ugh, I will continue to use the JavaScript to prevent the form from opening from the global command bar, and re-add the table to my app so the Quick Create form will resume opening correctly.
One thing that does work - outside of using the Classic Mode of App Management - is to use Make.Powerapps.com and then just remove the entity from the app. That's basically the same thing as "unchecking" the box in the classic app management interface. The problem is - as perhaps you are alluding to - that while the entity is indeed removed from the upper Global Create ribbon, the Quick Create forms stop working.
This topic, I think, is a good one to add for suggestions, because it is an annoying oversight for people who want to be able to continue to use the Quick Create forms in the context of parents and want to avoid orphaned records.
Hi - just want to be clear here with what you meant by "Works Perfectly". Do you mean the walkthrough by unchecking the entities in the Classic App Management version, and then being able to use the Quick Create in the context of the parent records worked perfectly? Or do you mean that the JavaScript worked perfectly. Because in my experience unchecking these entities removed them from the ribbon / Global Create - but the Quick Create forms stopped working in the context of the parent. Just curious as to what you meant by worked perfectly. Thanks.
Hi - just want to be clear here with this solution. Was the original idea of the solution was to be able to continue to use the Quick Create in the context of parent records, but remove the entity from the top Global Create in the topmost ribbon? I just followed the steps of your solution and the entities were removed, but the Quick Create stopped working in the context of the parent record. Would it be accurate to say that the Quick Create would not be able to be used if we use your method above?
Oh darn, yes, I mean a different button. I was so happy to find what I thought was the solution to my issue that I didn't read thoroughly enough.
This is what I am talking about. I have a DCRM app that we are migrating to D365. Looking to remove items in the New Activity button.
This solution is to remove tables from the "Create a new record" button located in the top 'Global Command Bar'. When you say "New Activities button", are you referring to something different?
I have tried to do this, but am not having any success. I have experimented with toggling checkboxes on for entities (they are all off to start), saving, then toggling off, saving and publishing.
I am still seeing the unwanted activities in the New Activities button after refreshing the app.
Any suggestions?
I just tried this and it works perfectly. Thank you!
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mmbr1606
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Michael E. Gernaey
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