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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Personalize or add cus...
Finance | Project Operations, Human Resources, ...
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Personalize or add custom fields in froms called by menu item using composite query

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Posted on by Wekey 300

Hello All,

I need to add custom fields in the PurchTableListPageUnconfirmed form (Path: Procurement and sourcing -> purchase order -> purchase order follow up -> purchase order without confirm date) this calls the purchTable form. But however when I try to personalize the form and try to add fields to the grid no field is coming in the add column list. For your reference,

pastedimage1611813700971v1.png

Please guide me if anything to be done.

Please note I have system admin roles so I believe this has nothing to do with roles.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,820 Super User 2024 Season 2 on at
    RE: Personalize or add custom fields in froms called by menu item using composite query

    Hi Wekey,

    Unfortunately it is not possible today.

  • Wekey Profile Picture
    Wekey 300 on at
    RE: Personalize or add custom fields in froms called by menu item using composite query

    Hello Andre,

    Yeah exactly a composite query is passed in the menu item but is there a way to achieve the same as All purchase orders?

    Thanks

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,820 Super User 2024 Season 2 on at
    RE: Personalize or add custom fields in froms called by menu item using composite query

    Hi Wekey,

    I do have the same behavior in my environment. If you compare the form on runtime 'All purchase orders' versus 'Purchase orders without confirmed date', there is a difference in the datasource. The first is using the table directly; the second list page is using a query to show data with a range applied.

    As the query table name is different, it can't find the fields for the 'Insert columns' feature.

  • Wekey Profile Picture
    Wekey 300 on at
    RE: Personalize or add custom fields in froms called by menu item using composite query

    Hello Will,

    Yeah I tried it still its the same. I couldnt able to see any fields

    Thanks

  • WillWU Profile Picture
    WillWU 22,352 on at
    RE: Personalize or add custom fields in froms called by menu item using composite query

    Hi Wekey,

    Did you try to clear usage data?

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