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Finance | Project Operations, Human Resources, ...
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Tiles Query and customization

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Posted on by 64

hi,

I want to create multiple tiles in D365 FO and the form.

I will be having a custom date (para Date) box based on which the tiles data will be updated.

1) Show vendor invoice journal having posting date == para date or show journals which are having vendor at journal line level (ledgerjournaltrans) which belongs to vendor group 'x'.

So what I understand is that we need to create a query same as the datasources of the target form to be shown and the data to be shown can be filtered on the query.

What I want to understand is that can we modify this query by adding more relations to it and then filter it ? will this show the same data as expected ?

In my case there will be around 20 new tiles to be created and some of them will show same form with different filter criterias and some will show different form altogether.

For this I need to create separate query for each of these tiles ?

Also how does the standard creation of tiles work ? Can we achieve the same thing from front end ?

How are these objects created when we create a tile from the front end.

thanks,

VK

  • André Arnaud de Calavon Profile Picture
    294,081 Super User 2025 Season 1 on at
    RE: Tiles Query and customization

    Hi VK,

    Can you provide screenshots with the details? I'm not able to understand what exactly you try to achieve.

  • vicky1234 Profile Picture
    64 on at
    RE: Tiles Query and customization

    hi Andre,

    Parameter date can be just a normal date field control , however my my major query is related to the fact that whether the query that needs to be created should be the same as the form to be opened and the filterations applied on this new query will also reflect on the form to be opened.

    Eg. show journal having journal lines with account num(journal lines field) = 'abc'

    So in this case will it also consider this query or not

    I tried one at my end and it just shows the correct number however it doesn't open the form with the filteration but with the standard form filterations.

  • André Arnaud de Calavon Profile Picture
    294,081 Super User 2025 Season 1 on at
    RE: Tiles Query and customization

    Hi VK,

    Can you explain what you mean with "para date"? Is this something that needs to be configured by an user or is it e.g. always the current date?

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