web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to open grid view of form when new record is created.

(0) ShareShare
ReportReport
Posted on by 5

Hi Everyone,

Greetings.

Please help me in complete my required functionality.

At present when a new record is created details view of the form is getting open. As per my requirement when new record is created it should open in grid view instead of details view which is opening now.

Please help me in finding solution for this.

I have the same question (0)
  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at

    Hi,

    You need to set the FormViewOption property on the menu item to Grid. Setting this property will open the grid view instead of details views when you create new record on the form.

    Based on the FormViewOption porperty it will show grid or details view.

    Thanks,

    Girish S.

  • D365 and AX Learner Profile Picture
    5 on at

    Hi Girish S,

    Thanks for you reply.

    Already the property is set to GRID in menu item level and when form is initializing it is opening in grid view only.

    I need this to happen when new record is getting created.

  • GirishS Profile Picture
    27,827 Moderator on at

    What menu item you mapped to the new button on the grid view form?

    Can you paste the screenshot of the form UI - So it will be easy to give suggestions based on that.

    Thanks,

    Girish S.

  • D365 and AX Learner Profile Picture
    5 on at

    pastedimage1676289727945v1.png

    This is the form Design it is standard form and added Attribute and Value filter grid to the form.

    I want to create new record in the grid. I tried by creating command button with property New.

    In form design level New Record Action value is given. so we cant use Command button for it.

    I created normal button in the clicked method of that button called dataSource.create().

    At that time it is going to detail view of the form. once i closed the details view then record is getting created in Grid.

  • GirishS Profile Picture
    27,827 Moderator on at

    Can you elaborate why you don't want to use New command button?

    Also which datasource create method you called on the clicked method?

    You must call the datasource create method which is used for  "Attribute and Value filter" Grid.

    Thanks,

    Girish S.

  • D365 and AX Learner Profile Picture
    5 on at

    pastedimage1676290831739v1.png

    when  new button is clicked as in propertied New record action is mentioned..it is opening EcoResProduct create form.

    I'm using the dataSource which is related to grid only

  • GirishS Profile Picture
    27,827 Moderator on at

    I am little bit confused here - The property you have pasted belongs to the New button specified in the standard.

    You have created custom grid and custom add button - There is no rule to make the New button and custom New button must have the same property.

    You can create Command button itself and map the New record command. It will not effect the standard New button which New record action mentioned.

    Thanks,

    Girish S.

  • D365 and AX Learner Profile Picture
    5 on at

    It's not working with the new command Button. It is opening Create dialog box.

    Thank you.

  • GirishS Profile Picture
    27,827 Moderator on at

    Try setting the Action pane and button group Datasource property to the datasource which belongs to "Attribute and Value filter" Grid.

    Also setting the same for grid property and check.

    For the "Attribute and Value filter" grid you created new table or added the fields to existing standard table?

    Thanks,

    Girish S.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 611 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans