How to Make Item Group a Filterable Field in the Filter Pane of InventOnHandItem Form in D365 F&O

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Posted on by Mihir Kumar

Hello community,

I’m working on Dynamics 365 Finance and Operations and customizing the InventOnHandItem form.

I need to make Item Group a filterable field in the filter pane (right side) of the InventOnHandItem form.

When a user selects an Item Group from the dropdown, the results in the grid should be filtered accordingly.

Here's what the form currently looks like (no Item Group filter yet):

What I've done so far:

1. I created a custom View that joins: InventSum→InventTable→InventItemGroupItem

2. I tried adding ItemGroupId as a computed column and also tried exposing it through the view.

3. Attempted to manually set relations like: MIH_ItemGroupView.ItemId == InventSum.ItemId and MIH_ItemGroupView.InventDimId == InventSum.InventDimId

However, The ItemGroupId field does not appear in the filter pane and even when added manually, it does not show dropdown values, or doesn’t filter the results properly.

I need a help with,

1. How can I properly add Item Group as a filterable field in the filter pane of the InventOnHandItem form?

2. What is the recommended approach — using a computed column, a custom view, or should I customize the form extension directly?

3. How to make the filter dropdown populate with item group values (from InventItemGroup table) and make filtering work?

Any suggestions, sample implementations, or best practices would be really appreciated!

Thanks in advance for your support.

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Dynamics 365 Finance

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Martin Dráb 239,645 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

This is the third thread on the same topic in a few days.

Regarding the range, refer to Additional column to improve filtering functionality on the On-Hand screen.

Regarding the drop down, see How can I get the dropdown for the dynamically added field in form.

There is no need for a computed column or so - there is already a table field that you can use; you don't need to calculate the value.

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Mihir Kumar 15 on at

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Hi Martin,

Thanks for the responses so far.

I was able to successfully add the Item Group field to the filter pane on the InventOnHandItem form.

Current Status: ItemGroupId is now visible in the filter pane dropdown and I’m currently showing the Item Group using a display method on the form extension.

What’s Not Working: When I select an Item Group (e.g., Audio) in the filter pane, the grid does not filter items based on that group and I want the main grid on the form to show only items from the selected Item Group.

What I Tried:

1. Used a display method to show ItemGroupId (not sure if filtering will work through this).

2. I added the InventItemGroupItem table to a query and used it as a data source in the form.

But still, filtering does not apply in the grid based on the selected group.

Need Help With: What’s the best approach to make the grid filter based on the Item Group selected?

Any guidance would be highly appreciated.

Thanks!

-Mihir Kumar

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Martin Dráb 239,645 Most Valuable Professional on at

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You already have a thread for the other question, therefore don't duplicate the discussion here.

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