web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums 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

(2) Share

Report

Report

Posted on by Manuel Lozada

373

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

I have the same question (0)

All responses Img

All responses (3)

Answers Img

Answers (1)

Sort by

Suggested answer

YUN ZHU 100,319 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

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

https://yzhums.com/4118/

Thanks.

ZHU

Was this reply helpful? Yes No
Manuel Lozada 373 on at

Like (1)

Report
Copy link

Link copied!

Thank You Yun Zhu for you value answer because follow your steps I could find the correct local procedure.

Was this reply helpful? Yes No
Verified answer

Manuel Lozada 373 on at

Like (1)

Report
Copy link

Link copied!

I found the solution thank you

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1

OussamaSabbouh 1,892 Super User 2026 Season 1

#2

YUN ZHU 927 Super User 2026 Season 1

#3

Teagen Boll 566 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans