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Finance | Project Operations, Human Resources, ...
Answered

How to implement "View details"

Posted on by 4,125

Hi,

How easy to implement the "View details" feature in D365FO? I thought it was out-of-box feature, but it seems it is missing from our customizations.

Thanks,

  • Verified answer
    Blue Wang Profile Picture
    Blue Wang on at
    RE: How to implement "View details"

    Hi Yuji,

    As mentioned above, This works generally wherever a Relation is present between the field and another table.  

    That Relation can be setup on either table.  The relationship can also be established from an EDT.  This is all done from the AOT.

    You can refer this thread: community.dynamics.com/.../view-details-option

    If there is no relations you can try to use JmupRef () method.

  • Verified answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,647 Moderator on at
    RE: How to implement "View details"

    HI Yuji ,

    Its not standard , you have to set up relations for you tables . Check out below blog , its explains it very nicely

    blogs.msdn.microsoft.com/.../

    Lookup & View Details behavior are controlled by Relations (either Table Relations or legacy EDT Relations) for controls bound to table fields.  Controls that are not bound to table fields, but have their ExtendedDataType property set, have their Lookup & View Details behavior controlled by the EDT settings ReferenceTable & Table References.

  • Verified answer
    nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: How to implement "View details"

    It works if you have defined table relations for your customizations. Otherwise the system can't know what the "details" would be.

    Please look at the existing table relations in standard tables. For example SalesLine.ItemId has relation to InventTable.ItemId. So, users can select "VIew details" on sales line and go to the item information.

  • Verified answer
    Evaldas Profile Picture
    Evaldas 1,798 on at
    RE: How to implement "View details"

    To get that you either need a relation on that field or to write a jumpRef method on your data source field or form control.

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