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Finance | Project Operations, Human Resources, ...
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“Select record type to create” dialog appears when adding a new record

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Posted on by 180

Hello Everyone,

I have a custom table MET_ToolingRoomProdTable in Dynamics 365 Finance & Operations used to record spare part work orders.

In this table, I store the ItemId (EDT: ItemId) that references a product in InventTable.

To make the form more user-friendly, I wanted to display the item’s Name and Description (from EcoResProductTranslation) directly in the grid and make those columns filterable — so I added joined datasources:

MET_ToolingRoomProdTable (Main)
 └─ InventTable (JoinSource = MET_ToolingRoomProdTable)
     └─ EcoResProduct (JoinSource = InventTable)
         └─ EcoResProductTranslation (JoinSource = EcoResProduct)
 
All joins are working correctly, and the Name and Description fields are now visible and filterable in the grid.
I also set a language filter (e.g. LanguageId = 'en-US') on EcoResProductTranslation.+
However, since I added these joined datasources, every time I click New in the form to create a new work order, a dialog box pops up asking to create a new item.

It looks like the form is trying to insert a new InventTable record automatically when the main table record is created — even though I don’t want that.
 
I already made sure of the following for all child datasources (InventTable, EcoResProduct, EcoResProductTranslation):
  • AllowCreate = No
  • AllowEdit = No
  • AllowDelete = No
  • InsertIfEmpty = No
  • LinkType = OuterJoin
How can I prevent the dialog from appearing while keeping the joined datasources for display/filtering purposes?
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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    299,436 Super User 2025 Season 2 on at
    “Select record type to create” dialog appears when adding a new record
    Hi JeanB,
     
    Can you tell us if you need the New button at all or what other record should be created? What is the main data source for the grid and the form design?

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