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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to open detailed v...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to open detailed view of a newly created record

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Posted on by Paridhi Gupta

I have created a sample form which works like the Customer form, and my requirement is: -

When Create Customer form opens and we Save the new customer details, the detailed view of newly created customer opens up. In my case, when I Save the new sample form, the detail view does not open up, instead it shows the list of all records created. I want to open the detailed view of newly created object, just the way it opens up in the Customer form.

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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,827 Moderator on at

    Hi Paridhi Gupta,

    You need to create a new menu item button and map the details form. You can refer to customer form - You will have three options one will be ok, other will be save and open and cancel button.

    When you click "save and open" button it will open details form for you.

    Refer to the form "DirPartyQuickCreateForm".

    Thanks,

    Girish S.

  • Paridhi Gupta Profile Picture
    Paridhi Gupta on at

    Thanks for the reply Girish. I have extended the dirpartyquickcreateform and used it in my custom form. I want to open the detail view when we click on Save button, instead of Save and Open. Save button is a command button. How should I proceed?

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,827 Moderator on at

    In that case you need to call the details form in the closeOk method of the form.

    Override the closeOk method of the form and add the below code.

    public void closeOk()
{
    Args args;
    Object formRun;
    
    args = newArgs();
    args.record("caller record");//you can pass the customer id to it.
    args.name(formstr(YourDetailsFormName));
    formRun = classfactory.formRunClass(args);
    formRun.init();
    formRun.run();
}

    Thanks,

    Girish S.

  • Paridhi Gupta Profile Picture
    Paridhi Gupta on at

    The above method was not working for me.

    Instead, I found out that there is a method called setContext() on the customer form which was performing the required task. Using that method, I was able to open the detail view of the new record on saving. So, adding the setContext() method helped solve my problem.

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