Making a Custom Column Linkable with Cross-Company Support in PurchReqTableListPage

(4) Share

Report

Posted on by D365FO Junior-Dev

441

Hello,

I have a custom field (CarId) in the PurchReq table. I created a relationship between the PurchReq table and a custom CarDetail table, with the Relationship Type set to Link.
when I click on a CarId in the PurchReqTableListPage form it redirects me correctly to the custom CarDetail form.

However I now have a new requirement the CarId records are created in different companies (different DataAreaId) I want to change the company context to the correct one before opening the CarDetail form so that it supports cross-company navigation.

How can I make the link handle cross-company redirection properly?

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

I have the same question (0)

All responses (4)

Answers (1)

Suggested answer

Mohamed Amine Mahmoudi 26,449 Super User 2025 Season 2 on at

Like (0)

Report

hi @D365FO Junior-Dev,

I think the best way to meet your requirement is to change the “Save Data Per Company” property to no in your custom table.

Best regards,

Mohamed Amine MAHMOUDI

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 301,200 Super User 2025 Season 2 on at

Like (0)

Report

Hi D365FO Junior Dev,

The PurchReqLine has examples how to achieve your requirement. It has e.g. for the ItemId field also a ItemIdDataArea field. In the table relation, the DataArea of your custom table can then be added to the table relation. This will result in having a lookup and relation per legal entity.

Was this reply helpful? Yes No
D365FO Junior-Dev 441 on at

Like (1)

Report

Hello everyone,

Thank you for replies,

After I reviewed your suggestions I can't go for Save Data Per Company the CarDetail table contain a lot of data and used in other Models however the PurchReqTable not has DataAraId field so I can't create that relationship I would prefer to use jumpRef and changeCompany methods, but I’m not sure where exactly the jumpRef should be used for example should it be placed on the PurchReqTableListPage form's data source or in one of its events?

Was this reply helpful? Yes No
Verified answer

Martin Dráb 237,990 Most Valuable Professional on at

Like (0)

Report

You're trying to create the relation in a wrong way.

You are interested in DataAreaId of the CarDetail, not of PurchReqTable. PurchReqTable is even shared across companies, therefore trying to use its DataAreaId wouldn't make sense.

You currently have CarId in PurchReqTable, but it's not sufficient to uniquelly identify a record in CarDetail table. You need a combination of CarId and DataAreaId, therefore you need to add an extra field to PurchReqTable that will hold the DataAreaId of the related CarDetail record. Then you can set up a table relation.

Methods like changeCompany() won't help you if your data models lacks the information about which company you need to switch to.

Was this reply helpful? Yes No