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FormRef on table extensions not overriding as expected

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Posted on by Karli Mather

I'm working on the following:

Table: PurchRFQCaseTable extension(RFQCaseID field)

Form: PurchRFQCaseTableListPage

Desired target reference form: PurchRFQCaseTable (copy)

EDT: PurchRFQCaseId

I'd like the reference form called when clicking the rfqCaseID from the list page to open the record in my new PurchRFQCaseTableCopy form. I've changed the FormRef property on the extended PurchRFQCaseTable to point to the new form. It is notable that this property is editable, but NOT a drop down. The original version of the RFQ is still opening when clicking the blue RFQCaseID field. Any suggestions? Can table extensions leverage the formRef property to point to an alternate form?

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Martin Dráb 238,212 Most Valuable Professional on at

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FormRef refers to a menu item, not a form. Do you have a menu item called PurchRFQCaseTableCopy?

Also, are you sure that the link utilizes the FormRef property at all? There could be jumpRef() overridde on the form you're using for testing.

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Karli Mather 36 on at

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Hi Martin,

It looks like the field doesn't have a jumpref override on the form field. The EDT does have a table reference on it though, which doesn't seem like I can override. I tried switching the FormRef on the table property to the desired menu item, but that didn't impact the form that was called.

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Martin Dráb 238,212 Most Valuable Professional on at

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I tried a simple case with my own table (with a PurchRFQCaseId field) and going to details did use the menu item I specified in the table extension.

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Waed Ayyad 9,047 Super User 2025 Season 2 on at

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Hi,

try to use JumpRef method as in the following blog:

https://dynamics365musings.com/override-the-jumpref/

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Waed Ayyad 9,047 Super User 2025 Season 2 on at

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Hi,

Is your issue resolved? If yes, mark the answers that helped you as verified.

Thanks
Waed Ayyad

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Karli Mather 36 on at

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The issue isn't resolved neither the menu item nor the form name entered into the formRef table property changes the form behavior. Can jump ref be overriden for a primary key field with the table relation defined at the extended data type level (like pointing customer id not to open the standard customer form from the customer list page?)

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Waed Ayyad 9,047 Super User 2025 Season 2 on at

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Hi,

Ye, you can add Jump Ref to override already exists relation, try it and tell me if you still need help.

Try to use JumpRef method as in the following blog:

https://dynamics365musings.com/override-the-jumpref/

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Waed Ayyad 9,047 Super User 2025 Season 2 on at

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Hi,

Is your issue resolved? If yes, mark the answers that helped you as verified.

Thanks
Waed Ayyad

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Karli Mather 36 on at

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Not yet

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Waed Ayyad 9,047 Super User 2025 Season 2 on at

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Hi,

Did you try the Jump ref method?

Thanks,
Waed Ayyad

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