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Finance | Project Operations, Human Resources, ...
Suggested Answer

Someone can help me for Reference Data source for Form?

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Posted on by 276

Dear All,

I would like to know how to setup DataSource for a form in D365. Now I try to customize a form but for Reference Data Sources sometime it doesn't show a table for reference.

Can you guide me how to break down this obstacle?(In case if you have a image or video is the best to understand).

sample.png - Google Drive

I have the same question (0)
  • huijij Profile Picture
    19,811 on at

    Hi Thanakorn,

    Do you define the Join Relation property of the reference data source to specifies a relation object from a table in the form data source?

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    3,634 Moderator on at

    To add a datasource on form, first there should be a relation for those 2 tables. Then only you would be able to give the reference datasource in form for that table.

  • Chomchanok Profile Picture
    276 on at

    Thanks Bharani Preetham Peraka,

    I try to do in a step like a file (PDF) that I attach but I don't know what's wrong is it?

    https://drive.google.com/file/d/10edHmT8jfL_KAHmeHLORe27k7RM5DbrG/view?usp=share_link

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    3,634 Moderator on at

    After selecting the table and giving all the cardinality you need to give the relation. Like for example if you open VendTable, in the relations node check for DirPartyTable. There check how they have given a relation between 2 tables. You only mentioned table but the related fields should be mentioned to get a relation.

  • Chomchanok Profile Picture
    276 on at

    Thank you Bharani do you mean like this?

    the result I can't not see my field to map T_T

    pastedimage1671184367627v1.png

    pastedimage1671184643459v2.png

  • Bharani Preetham Peraka Profile Picture
    3,634 Moderator on at

    Are you not able to find your field? Can you tell me which tables you are talking about?

  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at

    Hi Thanakorn Kanjiropas,

    Adding Reference DataSource is applicable only if you have Surrogate key or RecId field relation with the VendTrans table in your "HSTHPaymAdviceLine" table.

    So, in your scenario you are adding a LastSettlementVoucer as a relation. So, using this relation you cannot add a reference DataSource.

    In fact, Reference DataSource will be added automatically if you add a surrogate key or RecId field from DataSource to the form design.

    Thanks,

    Girish S.

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