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Quick Create Functionality

  • 1.  Quick Create Functionality

    SILVER CONTRIBUTOR
    Posted Oct 24, 2019 10:24 AM
    All,

    I am currently building a custom solution for our IT department to track some functions we do inside the organization. The internal employee I am working with to develop this solution has expressed interest in using/having the quick create functionality for the entities that I am using. However, these entities I am leveraging are used in other areas of the company and they do not need or do I want them to have the quick create ability.

    Is there a way to limit the quick create option to only certain users? I tried to add the Quick Create form to only 1 of the Model Driven Apps but in the other you were still able to select the "+" and choose the form even though i didn't have it on the app. I also tried looking into security roles on the form, but the system threw an error saying i couldn't enable specific security roles on Quick Create forms.

    Any feedback would be great!
    Thanks!

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    Erik Seitz
    RJ Corman Railroad Group, LLC
    Nicholasville KY
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    Conference-CRMUG_200x200


  • 2.  RE: Quick Create Functionality

    TOP CONTRIBUTOR
    Posted Oct 24, 2019 10:32 AM

    Hello Erik,


    "Quick Create" is a global feature (it's either enabled or not) and it doesn't provide that kind of granularity (enabled for one set of users and not available for the rest).



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    Andrew Butenko
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    Conference-CRMUG_200x200


  • 3.  RE: Quick Create Functionality

    TOP CONTRIBUTOR
    Posted Oct 25, 2019 07:54 AM
    Edited by Rex Kenley Tan Oct 25, 2019 07:55 AM
    Erick

    A "hack" would be is to have a js function that would turn all fields invisible and reject the save event when an unauthorized user is using the quick form.

    I don't think you can make the plus sign invisible, which is the proper solution.

    Cheers!


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    Rex Kenley Tan, MCSD: App Builder
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
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    Conference-CRMUG_200x200


  • 4.  RE: Quick Create Functionality

    GOLD CONTRIBUTOR
    Posted Oct 25, 2019 08:28 AM
    @Erik Seitz You could look at creating a PowerApp.  This would allow you to choose the fields/inputs that you want that would make sense for quick create and also can control who can use it. ​​

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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
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    Conference-CRMUG_200x200


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