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open form with filtration by code x++

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Posted on by DELDYN

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Hi,

i want to create a menu item that opens sales order form but with filtered values based on input from user

so i used sysOperationFramework (controller and service class) and i also created a query for filtration ("customer account", "custom field" and "status")
i hid the "batch processing" flag

now in the service class, how can i open the sales order form with the filtration provided by the user in the dialog?

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Sohaib Cheema 49,668 Super User 2026 Season 1 on at

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Could you not avoid coding at all, by telling users to select filters and save it as view. anytime they open the form, all they need to do is change the view. They can even set a view as default view.

Having said that, if you must want to go for your custom solution, you are dealing with form patterns and said form is backed by Interaction classes (SalesTableListPageInteraction , SalesTableInteraction)

All you would need is to set the filters in the query, by creating extension of interaction class.

Here is an example: https://community.dynamics.com/blogs/post/?postid=f037da28-10ce-ee11-92bd-6045bd798f1c

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DELDYN 548 on at

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Hi,

I want to do it by code, how to do it from service class?

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Sohaib Cheema 49,668 Super User 2026 Season 1 on at

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Hi @DELDYN

Your service class has no connection with these interaction classes (SalesTableListPageInteraction, SalesTableInteraction).

Therefore, before we discuss the filter, may I ask you how you plan to call the Sales Order form from your service class? You mentioned a menu item, which kind of suggests that you plan to call the menu item from your service class, which would, in return, open the Sales Order form.

The filters have nothing to do with where you open the form from (whether from your service class or any other class). Filters will be placed when the query is initialized in the interaction class.

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DELDYN 548 on at

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Hi Sohaib,

I said i will add a menu item (in accounts receivable)

When this menu item is clicked, a dialog will open where the user can put filters (custAccount, status and custom field) [here i used sysOperationFramework]

Now in the service class, i should add code to open the salesTableListPage form, where it will apply any filters added by the user.
My question is, what code to put in the service class to open the form and how to also apply filters?

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Sohaib Cheema 49,668 Super User 2026 Season 1 on at

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Hi @DELDYN,

From the description, it seems the instance of the Query object in your SysOperationFramework is different from the one used by SalesTableListPageInteraction.

SalesTableListPage uses a query that is defined on its form.

When users modify the query in your custom dialog form, they are not working with the query of SalesTableListPage.

Therefore, you need to consider a solution such as saving your custom Query object somewhere. Then, in the interaction class, retrieve each range from your custom Query object and assign it to the standard SalesTableListPage query.

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DELDYN 548 on at

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Hi Sohaib,

can you please show me the code?

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DAnny3211 11,423 Super User 2026 Season 1 on at

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Hi DELDYN 364,

To open the Sales Order form with filters applied based on user input from a SysOperation dialog, you can use the FormRun and Args classes in your service class. Here's a simplified approach:

✅ Steps in Your Service Class

public void process(SalesOrderFilterContract _contract) { Args args = new Args(); Query query = new Query(queryStr(SalesOrderQuery)); // Your custom query with filters // Apply filters from the contract QueryBuildDataSource qbds = query.dataSourceTable(tableNum(SalesTable)); qbds.addRange(fieldNum(SalesTable, CustAccount)).value(queryValue(_contract.parmCustAccount())); qbds.addRange(fieldNum(SalesTable, YourCustomField)).value(queryValue(_contract.parmCustomField())); qbds.addRange(fieldNum(SalesTable, SalesStatus)).value(queryValue(_contract.parmSalesStatus())); args.name(formStr(SalesTable)); // Sales Order form args.query(query); FormRun formRun = classFactory.formRunClass(args); formRun.init(); formRun.run(); formRun.wait(); }

🔍 Notes

Replace SalesOrderQuery with your actual query name.

Ensure the form name (SalesTable) matches the menu item you're targeting.

This code should be triggered from a menu item of type Action, pointing to your controller class.

This approach allows you to dynamically filter the Sales Order form based on user input without exposing batch processing.

Thanks and best regards,\
Daniele\
Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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Sohaib Cheema 49,668 Super User 2026 Season 1 on at

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Hi @DAnny3211

As you do not understand the architecture of system, please do not post replies without context. You have no idea about how this business system works. you have posted the code about opening any form? you have no idea about how interaction classes work with List Pages. I would be surprised to know if you even know what is a list page and how the queries are working behind those list pages. Pleas do not be copy/paste from ChatGpt. Allow us to breath and work please.

Hi@DELDYN

Could you show us the your query please. You can post about what datasources it has, what are the joins and all.

Thank you

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Martin Dráb 239,672 Most Valuable Professional on at

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The idea of using the SysOperation framework for that isn't a good one. Your requirement has little to with what SysOperation framework is for and trying to use it would just make things more complicated for you. I'm assuming that you want to show the query filter dialog and you incorrectly believe that the SysOperation framework is the only way how to do. The correct solution is much easier - you can call prompt() method on any QueryRun object, such as the one used by SalesTable form. You can find quite a few examples in the standard application, e.g. in InventTransNew form.

AI below came with an idea to completely replace the existing query, but it would be difficult (you'd have to re-implement the existing query) and risky (you make a mistake, the query may change, you break saved views and other features...). Don't artificial;y create all these problem when there is no reason for it. Also, the particular suggestion would merely allow users to set single values of three fields, but if you let user change the query in the query dialog, it will be much more powerful. They'll be able to select multiple customers, use wildcards, add other ranges and so on.

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DELDYN 548 on at

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Hi @Martin Dráb,

you said i can call prompt function on any queryRun object like on salesTable From

i went to the salesTable form and I'm not sure what u meant exactly

so I think you are saying, i should not use use sysOperationFramework but rather use a simple class that i can connect to the menu item where i can use queryRun and prompt, but can you please show me how? or guide me to the correct code?

and when you mentioned InventTransNew form, is this another solution or similar to salesTable?

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