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Dynamics 365 Community / Forums / Finance forum / Display method filter ...
Finance forum

Display method filter in D365

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Posted on by 575

Hi Guys,

I have a display method field.I need to search and filter the Display method field in Production Order Screen. I have done this in ax 2012  by Overriding the Context() method but confused with D365.  Can anyone help me on this.

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  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    You can't filter by display fields, since the value is known / calculated only for the visible records.

    However in the near future the grid control will be enhanced by Microsoft - it will fetch all data for the grid (in the background), allowing you to filter also on display fields. This feature was announced in last Business Applications Summit but has not been published yet.

    It will impact all grids in the system.

  • veera seenivasan Profile Picture
    575 on at

    Hi Nikolaos ,

    Thanks for your reply. But the same requirement i was able to do in Ax 2012 by overriding context method in Form grid. Can you please tell me is it possible in D365FO?

  • nmaenpaa Profile Picture
    101,172 Moderator on at

    Can you share more details about what you did in AX2012? I don't fully understand.

  • André Arnaud de Calavon Profile Picture
    306,446 Super User 2026 Season 1 on at

    Using the context method was a kind of trick where the datasource of the form was manipulated to include a sub datasource and then filter on a field. In fact, using the advanced query, you can do the same manually.

    A new grid control is already described in the new April 19 release notes, but not sure if filtering on display methods will be part of it:

    docs.microsoft.com/.../planned-features

    The best way is creating a view based on multiple tables and use this view as datasource form. If it is an existing form, try to add the datasource to the form and then add the field instead of the method.

    Based on the need, you can also export to Excel and then do some filtering.

  • veera seenivasan Profile Picture
    575 on at

    Hi Andre thanks for your suggestion . I have created a new view with following Datasource I need to filter the display method field which returns an attribute value but in view it is returning as Recid. how to convert or add relation to the table to get the value?

  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    You can create a ReferenceGroup on your form to show data behind a RefRecId.

    Take a look on how addresses are shown on SalesTable form.

    Of course you can also add new data source in your view and link the table using the RecId relation.

  • veera seenivasan Profile Picture
    575 on at

    Thanks nikolaos i have created a view and i was able to see the value now the problem is I need to add that View in form datasource-ProdTableListPage and that form is extension state but i was not able to add new datasource that is greyed out?

  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    ProdTableListPage has a query as a data source. This means you can't add more data sources directly onto the form. Instead you need to extend the query and add your view there as a data source.

  • veera seenivasan Profile Picture
    575 on at

    I extended the ProdTable listpage query and added my data source still i was not able to see the the datasource which i add in query. Any form refresh or restore should be done ?

  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    Right click -> Restore in the list page data source.

    If that doesn't help, do a full build of your model.

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