Add Custom Design For Free Text Invoice Report

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Posted on by DynAx90

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We are trying to create custom report for free text invoice that will displayed with original report. Following article we are following to create custom report.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/custom-designs-business-docs

Problem is that the custom design we add from Form Setup is displayed on All Free Text Invoice -> Invoice (Action Pane) -> Print Management but it is not displaying on All Free Text Invoice -> Invoice (Action Pane) -> View

What I am missing here? Is my approach for creating Custom Design wrong?

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André Arnaud de Cal... 303,349 Super User 2026 Season 1 on at

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Hi DynAX90,

If I do understand your question correctly, you do expect a third option on the second screenshot? This is not like it is working. The print management is used when you do actually print the document to the printer. The View options do have the purpose to view or print on demand a new copy or again show the original invoice. It has no direct relation with the print management setup.

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