Skip to main content

Notifications

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

Open Sales table form with customized form design (for example - make form non editable, Only Invoice action pane tab should be visible)

Posted on by 149

Hi,

I have created a Custom list page form whose data source is Sales table. But I have filtered data for only Invoiced records present in the data source for my custom form.

When I open a record in my custom form it navigates me to sales table details form i.e. a Detail Transaction form.

What my requirement is to open the same sales table form with my custom form but with limitations like it should be non editable and only the Invoiced Action pane tab should be visible.

Is there any solution to it. I want to open the salesTable form but with modification mentioned above only when I open it with my Custom form.

Please help.

ThankYou!!!!

  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 229,918 Most Valuable Professional on at
    RE: Open Sales table form with customized form design (for example - make form non editable, Only Invoice action pane tab should be visible)

    Yes, it is possible.

    You can use code to conditonally change the behaviour of SalesTable form, e.g. to change data source properties (such as Allow Edit) and change visibility of controls.

    There you can also call args() method to get an object with information about how the form was called. Your custom form could activelly pass a parameter there, or you could check if SalesTable form was called from a particular form (your custom one) or through a particular menu item.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,113 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,918 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans