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Finance | Project Operations, Human Resources, ...
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Reference data sources on the form data source

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Hi  I have questions on Reference data source:

(1) What it is for?

(2) How to add it?  I tried to add a reference data source to a main data source on a new form, even though I have the relationship specified on the tables, the relation doesn't show up.

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I have the same question (1)
  • Sergei Minozhenko Profile Picture
    23,093 on at
    RE: Reference data sources on the form data source

    Hi Yvonne,

    There is a documentation where you can find more information reference data source docs.microsoft.com/.../reference-data-sources-for-forms

    What do you want to achive with reference data source?

  • Community Member Profile Picture
    on at
    RE: Reference data sources on the form data source

    Thank you.  I have a header/line form that header data coming from main header table and CustTable.  On the "Line View", the first half of the form is part of the header data, and users want to be able to add any available fields in the header view to the line view, but when I right click on "Personalize this page" and "Add field", only the fields in header table show up, not fields from table related to the header table such as Customer.  I am wondering is that because I don't have CustTable added as the reference data source under the main data source??

  • Sergei Minozhenko Profile Picture
    23,093 on at
    RE: Reference data sources on the form data source

    Hi Yvonne,

    Have you added CustTable as data source to the form itself?

  • Community Member Profile Picture
    on at
    RE: Reference data sources on the form data source

    Yes I did.  But when trying to add column, still only the fields in the main data source show up.

  • Verified answer
    Sergei Minozhenko Profile Picture
    23,093 on at
    RE: Reference data sources on the form data source

    Hi Yvonne,

    What is the link type between header data source and CustTable on the form?

  • Community Member Profile Picture
    on at
    RE: Reference data sources on the form data source

    Sergei,  thank you for the reminder on checking the link type!  I updated to "InnerJoin" and it works!

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