6

If you create a Quick Create form for an Activity and enable the entity for Quick Create, when you click the Activity's Quick create tile, the Quick Create form will not open. This is true for the Activities Pane, Subgrids, etc.

This feature should be added to allow users to use the Quick Create forms that are available for these entities (both system and custom Activities).

STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

M

Note that at the moment this is documented, "by design" behaviour. I would support a move to get this design changed to include activities, and especially custom entities in the global "Create" feature. (Aside: Activities can sometimes use Quick Create forms, such as if you have a lookup to an Activity, or a sub-grid of a specific activity entity and use the "new" function)

Category: Unified Experience: Search, navigation and performance

M

Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap

Category: Unified Experience: Search, navigation and performance