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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / View details in a form
Finance | Project Operations, Human Resources, ...
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View details in a form

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Posted on by Ramkishor reddy 268
Hello all,
 
Any body can explain how to make view details functionality work.
 
If i right click on Bank code or name view details should appear and if click on view details it should take me to the bank code master form. If i have multiple records in bank code master form all records should be visible in the dropdown.
 
Thanks in advance!!
 
Regards,
Kishor
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Suggested answer
    udaY-ch Profile Picture
    udaY-ch 5,139 on at
    Hi
     
    Have you added the relation to thebbank code master?
     
    Can you try checking this post and ensure the relation is created correctly.
     
     
    Thanks
    Uday
  • Layan Jwei Profile Picture
    Layan Jwei 8,133 Super User 2025 Season 2 on at
    Hi,

    Is this a custom field that you added? in order for "view details" to appear, then a drop down should appear just like the drop down for "Payment mode" in your screenshot.

    You need to create a relation with the related table in order for the drop down to appear and in order to go to see view details
     

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,856 Most Valuable Professional on at
    This field is not a drop down field so you can not use view details functionality.

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