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

How to open Detail TabPage after clicking New on Overview tab

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Posted on by 222

I have a custom form in Dynamics 365 Finance & Operations with two TabPages:


  • Overview TabPage: shows a grid (list page style)

  • Detail TabPage: shows header fields and line datasources


  •  

Current behavior:


  1. The form opens on the Overview tab.

  2. When I click New, a new record is created inline in the grid on the Overview tab.

  3. The record is created correctly, but the form stays on the Overview tab.

What I want:

When the user clicks New (and a new record is created), the form should automatically switch to the Detail TabPage so the user can enter header and line details.

 

Question:

What is the recommended way to programmatically activate or switch to a specific TabPage (Detail tab) after clicking New in a custom D365FO form?

Should this be handled in the datasource (e.g. create(), initValue()), the form, or via TabPage.activate()?

 

Any best practice or example would be appreciated.

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I have the same question (0)
  • Martin Dráb Profile Picture
    238,162 Most Valuable Professional on at
    Which form pattern are you using? It sounds like you aren't following a standard pattern for this purpose.
  • Statics 365 Profile Picture
    222 on at
    This form is using a custom pattern, not a standard D365FO form pattern.

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