web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

How to run electronic report from menu item

(0) ShareShare
ReportReport
Posted on by

Hello,

we have created a Electronic report.

How is it possible to link it to menu item, so that we can place it on the form?

Are there any standard features that I can have a look to?

I have the same question (0)
  • Verified answer
    Martin Dráb Profile Picture
    237,896 Most Valuable Professional on at

    As I mentioned in your other thread, you can use ERObjectsFactory::createFormatMappingRunByFormatMappingId() to create an ERIFormatMappingRun instance, configure it and use its run() method.

    To execute it from a menu item, you need to create a class with main() method and call the logic from there. An example is the action menu item called AlcoholDeclarationGenerateElectronicDocument_RU.

  • Suggested answer
    Adrian Vlad Profile Picture
    on at

    Hello,

    As a user in the System Administrator role, you must develop new logic so that the configured ER format can be called from the application user interface (UI) to generate your custom report. Currently, ER doesn't offer any capability for configuring this type of logic. Therefore, some engineering work is required on your side.

    Design a new ER solution to print a custom report - Finance & Operations | Dynamics 365 | Microsoft Docs

    Best regards,

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 544 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans