“Select record type to create” dialog appears when adding a new record

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Posted on by JeanB

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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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Dynamics 365 Finance

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André Arnaud de Cal... 300,716 Super User 2025 Season 2 on at

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“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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JeanB 206 on at

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“Select record type to create” dialog appears when adding a new record

Hello, thanks for your message.

The main data source is the MET_ToolingRoomProdTable. When clicking on new, I want to create a record in the main ds only. The other ds are here for retrieve information.

Am I missing something on the way of working of the data source?

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Martin Dráb 237,662 Most Valuable Professional on at

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“Select record type to create” dialog appears when adding a new record

It indeed does try to create new records of all the joined tables. The dialog is actually related to products, but you have a problem with all the tables.

You need to explicitly disable the creation by overriding two methods of the joined data sources

write() not to call super(). This will prevent saving of any changes of the joined data sources, which you have there just for reference and your intention isn't changing them.

validateWrite() not to call super() and always returning true. Without it, saving of your table could be blocked by a validation of one of the other tables, which you don't really want to modify.

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JeanB 206 on at

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“Select record type to create” dialog appears when adding a new record

Hello Martin, thanks a lot for your response !

I wrote these method for all childs data sources. But I still have the message. Is my code correct ?

What about the delete methods (delete and ValidateDelete) ?

[DataSource] class InventTable { public void write() { } public boolean validateWrite() { return true; } } [DataSource] class EcoResProduct { public void write() { } public boolean validateWrite() { return true; } } [DataSource] class EcoResProductTranslation { public void write() { } public boolean validateWrite() { return true; }

I put, as remainder, the problem I have. I understand that all ds child are impacted :

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JeanB 206 on at

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“Select record type to create” dialog appears when adding a new record

Hello everyone,
Any idea what I did wrong?

Thanks,

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Martin Dráb 237,662 Most Valuable Professional on at

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“Select record type to create” dialog appears when adding a new record

Then code looks good; the record seems to be created somewhere else. Use the debugger to find out where.

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JeanB 206 on at

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“Select record type to create” dialog appears when adding a new record

Hello everyone,

I didn't get succeed with the 3 tables joined in the form. So I created a view getting the description and name from EcoResProductTranslation :

InventTable
└─ EcoResProduct (JoinSource = InventTable)
└─ EcoResProductTranslation (JoinSource = EcoResProduct)

And I added this view to the form as datasource. It's not perfect but that works.

Thank you all for your support !

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