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Line grid on form getting refresh only after saving header

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Posted on by DrastiS_D365

Hello everyone ,

I have created form with header and lines the line is having recid and refrecid relation to header , on from i am having issue when i create new header record the lines are appearing are of random header record and when i click on save then the lines grid refresh and get blank then i can create new record in lines.

So now i want to resolve this on creation of new record the line grid should appear blank .

Please, Can You Suggest ..

Regards,

Thanks,

Drasti

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Dynamics 365 Project Operations

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Subra 1,271 on at

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Hi

Could you let us know whether you have written any code for saving the record in your form and please provide additional information what you have done in your custom form.

Thanks,
Subra

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André Arnaud de Cal... 305,718 Super User 2026 Season 1 on at

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Hi Drasti,

Please tell us more about the form design. How did you set up the two data sources and did you select a relation? Also as asked by Subra, did you rely on the join source connection or do you have coding in place to reread the lines per header?

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Shaluma 174 on at

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Hi,

This issue with datasource linkage on form with Header-Lines pattern. The lines grid shows stale/random data because the Lines datasource isn't properly linked or refreshed when a new Header record is initiated.
In Form Designer → Lines Datasource → Properties,
JoinSource = YourHeaderTable_ds ← Must point to Header DS
create() triggered New Record on Header Datasource, add a line YourLinesTable_ds.research(true), active() when user moves between existing header records Header Datasource add a line YourLinesTable_ds.research(true)

LinkType = Delayed + research(true) in create() and active() resolves the blank/random lines grid on new header record creation. Thanks,

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Martin Dráb 239,720 Most Valuable Professional on at

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The first thing I would check is whether the line grid is bound to the right data source.

I disagree with Shaluma; calling research(true) isn't necessary when the form is developed correctly.

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DrastiS_D365 68 on at

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Hello Everyone ,

Below is the screen shot of line ds properties , i have not written any code on form it is simple line and header from , but still i am not able to understand how the line are not getting blank when i create new header .

Please let me know if i am missing anything in from properties .

Regards,

Thanks,

Drasti

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Shaluma 174 on at

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Hi,

Insert If Empty: Yes", which causes it to show random records when creating a new header record.

I checked your screenshot and found the 'Insert if Empty' option. Could you please change it to 'No'? It should work after making that change. This prevents auto-insertion of blank lines on an empty query result.

I've checked the standard sales line datasource

Thanks,

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Martin Dráb 239,720 Most Valuable Professional on at

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It looks good to me. Now check if the line grid is actually bound to ARMultiEntitiesISPAdhocTransLines data source.

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Martin Dráb 239,720 Most Valuable Professional on at

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Shaluma, please explain to us why you believe that Insert If Empty property "causes it to show random records when creating a new header record". It makes no sense to me.

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Subra 1,271 on at

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Hi

The SS which you have provided is related line DS correct, is yes, why you are mapping here with Header table?

Thanks,
Subra

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