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How can I put a button that displays another form to a fastab?

Posted on by 65

Hello everyone, I am new at D365 F&O

I have a Simple list and details-list grid form (extension of InventSite form) and I have fastabs in it. For one of these fastabs( toolbar and list) I need a button that displays another form. How can I do that? I would be really appreciated it if anyone can help. Thanks. 

Regards...

  • Verified answer
    greengrimms Profile Picture
    greengrimms 1,400 on at
    RE: How can I put a button that displays another form to a fastab?

    Glad it was of help, Jennifer. If there's anything else we can do for you, feel free to let us know.

    You can close the topic by verifying the answer or leave it open if you need any further help.

    Regards,

    Danilo

  • YCeren Profile Picture
    YCeren 65 on at
    RE: How can I put a button that displays another form to a fastab?

    Thank you very much for your answer Danilo, I added a menu item button inside a Group and did things similar to yours but then unfortunately it turns out they want completely something else. I am dealing with it right now but I learned something about form patterns at least. And Thank you very much to everyone that answered, I record your links, these would be helpful for me thanks...

  • Rachit Profile Picture
    Rachit 4,011 User Group Leader on at
    RE: How can I put a button that displays another form to a fastab?

    Hi Jennifer,

    You need to get the basics right. Understand the concepts of form pattern. If you are adding a custom button on form extension then make sure it does not breaks the pattern.

    You can find some good courses on Microsoft learn where you can find your answers.

    docs.microsoft.com/.../

    docs.microsoft.com/.../simple-list-details-form-pattern

  • Suggested answer
    greengrimms Profile Picture
    greengrimms 1,400 on at
    RE: How can I put a button that displays another form to a fastab?

    Hi Jennifer,

    I'm coming late to the party, but it still might be helpful:

    Once you created the form extension, navigate to the desired fast tab, right click and add a menu item button inside a Group (or create a brand new one depending on your needs).

    Once you have that, create a display menu item, and point it to the form you wish to open. In case this new form is a dialog, you can set its Pattern under the Design node to 'Dialog - Basic'.

    Once you have that, add a reference to that menu item on the button you created on the extension.

    If this is not the case, let me know and I can walk you through it.

  • Suggested answer
    kimseng Profile Picture
    kimseng 15 on at
    RE: How can I put a button that displays another form to a fastab?

    Follow the guide here docs.microsoft.com/.../modify-control-properties

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