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

Always show grid panel in a form with Details Transaction Form Pattern

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Posted on by 290

I have a form that is based on Details Transaction Pattern. Everything works fine except when there is just one header record. when the user opens the form, the details tab is shown automatically for this record which we want to prevent. I am aware of the option insert if empty  and set it to NO. As we know this option is useful when the data source is empty. what about the situation of the single record?

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  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Nastaran,

    Is my assumption correct that you have a form with more than one data source? Do you want to have a behavior where the details view is enabled if you have records and a header view when there is only a header record? Is it a new custom form?

  • Verified answer
    nmaenpaa Profile Picture
    101,160 Moderator on at

    The display menu item that opens the form has property Form View Option. Set it to "Grid" and the form should always open in the grid mode.

  • Nastaran Profile Picture
    290 on at

    Dear Andre,

    yes the form is a new customization. This form consist of the one data source but some fields are shown in the details tab view. my question is so simple. when there is one record, if I open the form, the details tab for that record shows. however, when there are multiple records, if I open the form the grid panel (header view) is shown. I want to show grid panel when user open the form whether there is one record or multiple records. I do not want to show the detail tab at first (d365 shows it automatically) . details tab only should be shown if user clicks on the record.

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