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Someone can help me for Reference Data source for Form?

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Posted on by Chomchanok

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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

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huijij 19,811 on at

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RE: Someone can help me for Reference Data source for Form?

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?

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Bharani Preetham Pe... 3,634 Moderator on at

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RE: Someone can help me for Reference Data source for Form?

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.

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Chomchanok 276 on at

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RE: Someone can help me for Reference Data source for Form?

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

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Bharani Preetham Pe... 3,634 Moderator on at

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RE: Someone can help me for Reference Data source for Form?

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.

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Chomchanok 276 on at

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RE: Someone can help me for Reference Data source for Form?

Thank you Bharani do you mean like this?

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

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Bharani Preetham Pe... 3,634 Moderator on at

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RE: Someone can help me for Reference Data source for Form?

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

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GirishS 27,825 Moderator on at

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RE: Someone can help me for Reference Data source for Form?

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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