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34Hi everyone,
I’m trying to create a Preview Form in Dynamics 365 Finance & Operations that behaves similarly to the “Preview results” functionality in some standard forms (e.g., Manual bulk drawdown).
Scenario
I have a main form where users select or calculate data. On clicking a button (Preview), I want to:
I have a main form where users select or calculate data. On clicking a button (Preview), I want to:
- Collect data from the main form.
- Insert it into a TempDB table.
- Open a new read-only preview form showing these results in a grid.
What I need help with
I want to understand the best practice approach for:
- Designing a TempDB table for preview.
- Passing the TempDB buffer from the main form to the preview form.
- Launching the preview form using Args and a Display menu item.
- Ensuring the preview form correctly receives the temp table records.
My current challenges
- The preview form opens but doesn’t show any data.
- I’m not fully sure if I’m passing the temp table buffer correctly.
- Not sure if the temp table should be filled inside the button logic or elsewhere.
If possible, please share:
- A simple example of the button clicked() method.
- The correct setup for the TempDB table.
- How to define the preview form datasource.
- A working example of passing and displaying TempDB data using Args.
Any guidance or sample code would be greatly appreciated.
Thank you!
Thank you!
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