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Customer experience | Sales, Customer Insights,...
Answered

insert in D365s a new form of my custom table

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Posted on by 448

Hello everybody
I need some advice to insert the form of my new table .... I thought that the position shown in the picture could be a good solution.
Can anyone suggest anything else or indicate some link with the explanation of how to do it?

thanx in advance


pastedimage1667232113176v1.png

I have the same question (0)
  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I'm not sure what you mean by that.

  • Steve Zhao2 Profile Picture
    on at

    Hi DIE PIC,

    Do you mean that you want to create a button on the command bar and when click it, it can change the form of your custom table?

  • DiePic Profile Picture
    448 on at

    Hi a33ik 

    I have a new form create on a custom table and I want insert it in D365s
    (excuse me for my english)
    pastedimage1667294433693v1.png

    or alternatively, insert a new side menu (I dont find how to)

    pastedimage1667297601834v2.png

  • DiePic Profile Picture
    448 on at

    Hi Steve Zhao2 

    no ... I have a new form create on a custom table and I want insert it in D365s

    (excuse me for my english)

    pastedimage1667294455546v1.png

    or alternatively, insert a new side menu (I dont find how to)

    6318.pastedimage1667297601834v2.png

  • Kunal.Chopra Profile Picture
    85 on at

    Hello,

    If I understand correctly you want to create new form for custom table/entity. If yes, please follow below links to create new form and add fields  -

    learn.microsoft.com/.../create-and-edit-forms

    learn.microsoft.com/.../create-edit-main-forms

    Please mark it as answered if you find it useful, thanks !

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Use App designer to customize sitemap

    learn.microsoft.com/.../add-edit-app-components

  • Verified answer
    Steve Zhao2 Profile Picture
    on at

    Hi DiePic,

    Sorry, I couldn't understand you clearly. It seems that you have created a form on your custom table. But you couldn't find it in your D365 app?

    If you want to insert a new side menu, please follow the steps:

    1. Edit the app.

    pastedimage1667358158041v1.png

    2. Click 'Add page' button and add the table. 'Show in Navigation' checkbox should be checked.

    pastedimage1667358541000v2.png

    pastedimage1667358571036v3.png

    3. Then, you can click 'xxx form' to add the forms you want. (It would add all forms by default)

    pastedimage1667358754985v4.png

    4. Finally, save and publish this app is ok.

  • DiePic Profile Picture
    448 on at

    At the beginning of this post, I thought about putting my form in the top bar (as in the picture), but the way proposed by Bipin Kumar  e Steve Zhao2  that's fine.

    thank you all

  • DiePic Profile Picture
    448 on at

    At the beginning of this post, I thought about putting my form in the top bar (as in the picture), but the way proposed by Bipin Kumar  e Steve Zhao2  that's fine.

    thank you all

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