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

How to run electronic report from menu item

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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
    239,602 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,

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