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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Filtering form based o...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Filtering form based on some condition

(0) ShareShare
ReportReport
Posted on by Kareem Taima 45

Hi, 

If I have payment methods form that every has three steps, I want to create a form for each step displaying its records.. like a form for only the payments that reaches the first step, and another one for those who reach the second step and another one for those who reach the third step 

all the transactions combined in one table, each payment holds three records as stands for the three steps

any help?

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 305,196 Super User 2026 Season 1 on at

    Hi Kareem,

    If you have a menu-item or menu button, you can pass some arguments to the other form, like the record or another variable. In that way, you can retrieve this information on step 2 or 3 and make sure you filter the correct records when opening the form.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

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

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 692

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 532 Super User 2026 Season 1

#3
CP04-islander Profile Picture

CP04-islander 478

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans