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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to add custom fiel...
Small and medium business | Business Central, N...
Answered

How to add custom field in Copy Document button Action like a Sales Quote

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Posted on by Manuel Lozada 357
Hello Community
 
How can I populate in the copy document button action my custom fields?
 
In this case, I wanted to copy a sales quote document, but still, I did not find the correct local procedure to add my custom sales line fields.
If you know how I would appreciate it.
 
thanks
 
 
 
 
Categories:
Dynamics 365 Business Central
  • Verified answer
    Manuel Lozada Profile Picture
    Manuel Lozada 357 on at
    How to add custom field in Copy Document button Action like a Sales Quote
    I found the solution thank you
  • Manuel Lozada Profile Picture
    Manuel Lozada 357 on at
    How to add custom field in Copy Document button Action like a Sales Quote
    Thank You Yun Zhu for you value answer because follow your steps I could find the correct local procedure.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 84,402 Super User 2025 Season 1 on at
    How to add custom field in Copy Document button Action like a Sales Quote
    Hi, The standard uses the TransferFields method. The standard uses the TransferFields method, so as long as the ID, name, and length are the same, they can be automatically transferred.
    report 292 "Copy Sales Document"
     
    PS: Dynamics 365 Business Central: How to flow/pass custom field values
     
     
    Thanks.
    ZHU

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