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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Select Bank account de...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Select Bank account details based on selected employee

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Posted on by alinawaz 209

Hi Community experts,

I am trying to select a specific record on Bank details form based on my selection on employees form.

1-

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2-

pastedimage1647248246821v2.png

Right now when we click on Bank menu item and bank details form appear, its displays bank details of all employees.

I want to keep details of all employees but the selected details must be of employee which was selected on employees form.

Is this something I can achieve with code?

Looking forward to usual helpful responses.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,301 Super User 2026 Season 2 on at

    Hi Ali,

    Can you check if this behavior is part of a customization or partner add-on? The standard bank account form does not show bank details from all employees and the employee number is not part of the grid details.

  • alinawaz Profile Picture
    alinawaz 209 on at

    Hi Andre,

    Yes you are right it is a custom form based on the OOTB bank details form.

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