Dynamics Knowledge Hub

X++ Validate Email Address

2024-03-14T21:40:00.003+05:00

boolean isValidEmailAddress(str _emailAddress)

{

const str domainPattern = @"(@)(.+)$";

const str emailPattern = @"^[^@\s]+@[^@\s]+\.[^@\s]+$";

boolean isValidEmail;

if (!_emailAddress || strLen(_emailAddress) == 0)

{

isValidEmail = false;

}

else

{

try

{

// Normalize the domain

System.Text.RegularExpressions.Match domainMatch = System.Text.RegularExpressions.Regex::Match(

_emailAddress, domainPattern,

System.Text.RegularExpressions.RegexOptions::None, System.TimeSpan::FromMilliseconds(200));

if (domainMatch.get_Success())

{

// Use IdnMapping class to convert Unicode domain names.

System.Globalization.IdnMapping idn = new System.Globalization.IdnMapping();

// Pull out and process domain name

str domainName = idn.GetAscii(domainMatch.Groups.get_Item(2).Value);

_emailAddress = System.Text.RegularExpressions.Regex::Replace(

_emailAddress, domainPattern, domainMatch.Groups.get_Item(1).Value + domainName);

}

// Perform basic validation on email address using regex

isValidEmail = System.Text.RegularExpressions.Regex::IsMatch(

_emailAddress, emailPattern,

System.Text.RegularExpressions.RegexOptions::IgnoreCase, System.TimeSpan::FromMilliseconds(250));

}

catch

{

// Email addresses having invalid domains like test@�.com

isValidEmail = false;

}

return isValidEmail;

}

SSRS Make Enum Multi Select AX 2012

2021-01-20T12:15:00.002+05:00

In this tutorial we see how to make Enum Multi Select in ax 2012 and filter values in another lookup based on Enum values.

Make new table and add fields in it EnumId and EnumLabel. write the method in the UI builder class you can see the method below.

public void ContactStatusLookup(FormStringControl _control)

{

Query query = new query();

QueryBuildDataSource qbds;

BEContractStatusEnum enumTmp; //Table name

SysDictEnum dictEnum = new SysDictEnum(enumNum(BEContractStatus));

int idx;

delete_from enumTmp;

for (idx = 0;idx < dictEnum.values();idx++)

{

enumTmp.clear();

enumTmp.initValue();

enumTmp.EnumId = dictEnum.index2Value(idx);

enumTmp.EnumLabel = dictEnum.index2Label(idx);

enumTmp.insert();

}

qbds = query.addDataSource(tableNum(BEContractStatusEnum));

qbds.fields().dynamic(false);

qbds.fields().clearFieldList();

qbds.fields().addField(fieldNum(BEContractStatusEnum, EnumLabel));

//SysLookupMultiSelectGrid::lookup(query,_control,_control,conNull());

multiContractStatus = SysLookupMultiSelectGrid::construct(_control, _control);

multiContractStatus.parmQuery(query);

multiContractStatus.run();

}

Now we filter values in another lookup see the below code how we filter values based on selected values in enum lookup.

public void ContactIDLookup(FormStringControl _control)

{

str controlValue;

Query query = new query();

QueryBuildDataSource qbds;

List strlist=new List(Types::String);

ListIterator iterator;

SysDictEnum dictEnum = new SysDictEnum( enumnum(BEContractStatus) );

qbds = query.addDataSource(tableNum(BEContractDetails));

controlValue = contractStatus.value();

qbds.fields().dynamic(false);

qbds.fields().clearFieldList();

if(dictEnum.name2Value(contractStatus.value()) !=0 && controlValue!="")

{

strlist = strSplit(controlValue,";");

iterator = new ListIterator(strlist);

while(iterator.more())

{

//info(strFmt("%1 - %2 - %3",iterator.value(), , dictEnum.index2Symbol(dictEnum.name2Value(contractStatus.value()))));

qbds.addRange(fieldNum(BEContractDetails, EndUseragreementStatus)).value(SysQuery::value(dictEnum.index2Symbol(dictEnum.name2Value(iterator.value()))));

qbds.fields().addField(fieldNum(BEContractDetails, ContractId ));

qbds.fields().addField(fieldNum(BEContractDetails, ClientName ));

qbds.fields().addField(fieldNum(BEContractDetails, PropertyId ));

iterator.next();

}

else

{

qbds.fields().addField(fieldNum(BEContractDetails, ContractId ));

qbds.fields().addField(fieldNum(BEContractDetails, ClientName ));

qbds.fields().addField(fieldNum(BEContractDetails, PropertyId ));

}

//SysLookupMultiSelectGrid::lookup(query,_control,_control,conNull());

multiContractId = SysLookupMultiSelectGrid::construct(_control, _control);

multiContractId.parmQuery(query);

multiContractId.run();

}

Test custom page type api on postman

2020-12-30T17:41:00.000+05:00

Today we see how to test the custom page type API on postman.

Step 1: Open postman set the request type GET, paste API url, set authorization type Basic Auth, add user name and password.

Step 2: search the users and open the form

Step 3: copy the username and web service access key and paste it is Postman Authorization.

Step 4: Now click on send button you can see result.

How to create Custom page type API Business central

2020-12-30T15:39:00.006+05:00

Today we see how to make custom API in business central.

I ma making API for Item data.

Step 1:

add new file in project and set the any name.al Write the below code in the file.

page 50103 Products
{
    PageType = Card;
    SourceTable = Item;

    layout
    {
        area(Content)
        {
            group(GroupName)
            {
                field("No."; Rec."No.") { }

                field(Description; Rec.Description) { }
                field(Blocked; Rec.Blocked) { }
                field(Type; Rec.Type) { }
                field("Base Unit of Measure"; Rec."Base Unit of Measure") { }
                field("Last Date Modified"; Rec."Last Date Modified") { }
            }
        }
    }
}

Step 2: Add new file in the project and set the name.xml. In file write twebservices and click enter you will automatically get the structure.

<?xml version="1.0" encoding="UTF-8"?>
<ExportedData>
    <TenantWebServiceCollection>
        <TenantWebService>
            <ObjectType>Page</ObjectType>
            <ServiceName>Products</ServiceName>
            <ObjectID>50103</ObjectID>
            <Published>true</Published>
        </TenantWebService>
    </TenantWebServiceCollection> 
</ExportedData>

Step 3: Now run the project it automatically publish your api.

Step 4: Search web service in business central search bar and click on it.

Step 5: You can see the webservice in the below image.

In the next post we will look at how we use our API on postman.

X++ Call rest Api from AX 2012

2020-09-14T10:29:00.001+05:00

Now we see how to Authenticate the REST API from AX 2012

System.Net.WebRequest webreq = System.Net.WebRequest::Create("URL");

System.IO.Stream streamstr,responsestr;

System.IO.StreamWriter streamWriter;

System.Net.WebResponse webresponse;

System.IO.StreamReader reader;

System.Exception ex;

str json = "{\"clientId\":\"Value\",\"clientSecret\":\"Value\"}";

webreq.set_Method("POST");

webreq.set_ContentType("application/json");

streamstr = webreq.GetRequestStream();

streamWriter = new System.IO.StreamWriter(streamstr);

streamWriter.Write(json);

streamWriter.Flush();

streamWriter.Close();

streamWriter.Dispose();

try

{

webresponse = webreq.GetResponse();

responsestr = webresponse.GetResponseStream();

reader = new System.IO.StreamReader(responsestr);

info(reader.ReadToEnd());

}

catch(Exception::CLRError)

{

ex = ClrInterop::getLastException();

if (ex != null)

{

ex = ex.get_InnerException();

if (ex != null)

{

error(ex.ToString());

}

Create Sales order Using X++ Ax 2012

2020-08-20T13:29:00.001+05:00

public void CreateSalesOrder()

{

CustTable custtable;

SalesTable salesTable;

NumberSeq NumberSeq;

SalesId sid;

SalesLine sl;

// sales order header part

NumberSeq = NumberSeq::newGetNum(SalesParameters::numRefSalesId() , true);

sid = NumberSeq.num();

salesTable.SalesId = sid;

salesTable.initValue();

salesTable.CustAccount = custtable.AccountNum;

salesTable.initFromCustTable();

salesTable.ShippingDateRequested = systemDateGet();

salesTable.ShippingDateConfirmed = systemDateGet();

salesTable.ReceiptDateConfirmed = systemDateGet();

salesTable.ReceiptDateRequested = systemDateGet();

ttsBegin;

salesTable.insert();

ttsCommit;

// Sales order line part

sl.clear();

sl.SalesId = salesTable.SalesId;

sl.ItemId = //ItemID;

sl.initFromInventTable(InventTable::find(sl.ItemId));

sl.SalesQty = //QTY;

sl.SalesPrice = InventTableModule::find(sl.ItemId,ModuleInventPurchSales::Sales).Price;

sl.LineAmount = sl.SalesQty*sl.SalesPrice;

sl.createLine(NoYes::Yes, // Validate

NoYes::Yes, // initFromSalesTable

NoYes::No, // initFromInventTable

NoYes::Yes, // calcInventQty

NoYes::Yes, // searchMarkup

NoYes::No); // searchPrice

}

C# how to make PDF file password protected

2020-04-13T20:06:00.003+05:00

how to make PDF file password protected in C# using itext sharp

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using iTextSharp.text;
using System.IO;
using iTextSharp.text.pdf;
using iTextSharp.text.pdf.parser;

namespace ConsoleApplication2
{
class Program
{
static void Main(string[] args)
{
String FilePath = @"C:\Users\rashid\Desktop\Customer.pdf";
string PDFFilepassword = "12345";
try
{
byte[] bytes = System.IO.File.ReadAllBytes(FilePath);
using (MemoryStream inputData = new MemoryStream(bytes))
{
using (MemoryStream outputData = new MemoryStream())
{

PdfReader reader = new PdfReader(inputData);
PdfReader.unethicalreading = true;
PdfEncryptor.Encrypt(reader, outputData, true, PDFFilepassword, PDFFilepassword, PdfWriter.ALLOW_SCREENREADERS);
bytes = outputData.ToArray();
File.WriteAllBytes(FilePath , bytes);

}
}
}
catch (Exception ex)
{
throw ex;
}
}
}
}

batch job ax 2012 using x++

2020-04-07T17:08:00.001+05:00

Basic structure of Batch Job in AX 2012 using X++

class BEProjectEmailAutomationBatch extends RunBaseBatch
{
}
public void run()
{
//write login in this method
}
public container pack()
{
return conNull();
}
public boolean unpack(container packedclass)
{
return true;
}
public static ClassDescription description()
{
return "Project Report Email Automation";
}
public static void main(Args _args)
{
BEProjectEmailAutomationBatch EmailAutomation = new BEProjectEmailAutomationBatch();

if (EmailAutomation.prompt())
{
EmailAutomation.run();
}
}

Export template in AX 2012 X++

2020-04-06T13:27:00.000+05:00

today we will see how to export template like if you have written any uploaded but after some time you don't remember which value will come first or you forget the sequence.

For this situation we will make the template you just need to fill the template and then import the data in ax 2012.

class BEUploadTickets extends RunBaseBatch

{

DialogRunbase dialog;

DialogField fileNameField;

FilenameOpen csvFileName;

}

protected Object dialog()

{

container conFilter;

DialogText dlgText;

DialogGroup exportGroup, importGroup;

FormBuildControl dialogGroupControlExp, dialogGroupControlImp;

FormBuildButtonControl exportTemplateButton;

;

#File

dialog = super();

conFilter = ['Excel File","*.xlsx'];

importGroup = dialog.addGroup('Import');

dialogGroupControlImp = dialog.formBuildDesign().control(importGroup.formBuildGroup().id());

fileNameField = dialog.addField(extendedTypeStr('FilenameOpen'));

dialog.filenameLookupFilter(conFilter);

dlgText = dialog.addText('\nPlease Select a EXCEL file to upload Ticket info data.');

dlgText.displayHeight(3);

exportGroup = dialog.addGroup('Export');

dialogGroupControlExp = dialog.formBuildDesign().control(exportGroup.formBuildGroup().id());

exportTemplateButton = dialogGroupControlExp.addControl(FormControlType::Button,'exportTemplateButton');

exportTemplateButton.text("@SYS91539");

exportTemplateButton.backgroundColor(10);

exportTemplateButton.backStyle(5);

exportTemplateButton.bold(15);

exportTemplateButton.foregroundColor(7);

return dialog;

}

public void dialogPostRun(DialogRunbase _dialog)

{

super(dialog);

_dialog.formRun().controlMethodOverload(true);

_dialog.formRun().controlMethodOverloadObject(this);

}

protected void exportTemplate()

{

#AviFiles

SysOperationProgress progress1 = new SysOperationProgress();

SysExcelApplication sysExcelApplication;

SysExcelWorkbooks sysExcelWorkBooks;

~~// FileName fileName = @'C:\\Desktop\\Mounting\\Mounting Journal.xlsx';~~

SysExcelWorkbook sysExcelWorkBook;

SysExcelWorkSheets sysExcelWorkSheets;

SysExcelWorkSheet sysExcelWorkSheet;

SysExcelWorksheet sysExcelWorkSheetToBeDeleted;

SysExcelStyles styles;

SysExcelStyle style;

SysExcelFont font;

SysExcelCells cells;

int row = 1;

boolean workSheetAdded = false;

;

progress1.setCaption('Export To Excel in progress...');

progress1.setAnimation(#AviTransfer);

sysExcelApplication = SysExcelApplication::construct();

sysExcelWorkBooks = sysExcelApplication.workbooks();

sysExcelWorkBook = sysExcelWorkBooks.add();

styles = sysExcelWorkBook.styles();

style = styles.add('Header');

font = style.font();

font.bold(true);

font.color(255);

sysExcelWorkSheets = sysExcelWorkbook.worksheets();

sysExcelApplication.visible(true);

while(sysExcelWorkSheets.count() > 1)

{

sysExcelWorkSheetToBeDeleted = sysExcelWorkSheets.itemFromNum(2);

sysExcelWorkSheetToBeDeleted.delete();

}

sysExcelWorkSheet = sysExcelWorkSheets.add(null,null,1);

sysExcelWorkSheet.name('Ticket Uploader Template');

sysExcelWorkSheet.cells().item(1,1).value('Ticket Type');

sysExcelWorksheet.cells().item(1,2).value('Ticket sub type ID');

//sysExcelWorksheet.cells().item(1,3).value('');

sysExcelWorksheet.cells().item(1,4).value('Contract Id');

sysExcelWorksheet.cells().item(1,5).value('Property Id');

sysExcelWorksheet.cells().item(1,6).value('Move In Customer');

sysExcelWorksheet.cells().item(1,7).value('Disconnection Date');

sysExcelWorksheet.cells().item(1,8).value('DL Charge Date');

sysExcelWorksheet.cells().item(1,9).value('Settlement Date');

sysExcelWorksheet.rows().item(1).style('Header');

{

progress1.setText(strfmt("@BEL958"));

sysExcelWorksheet.columns().autoFit();

cells = sysExcelWorksheet.cells();

cells.range('D2:D99').numberFormat('0,00');

workSheetAdded = false;

}

sysExcelWorksheet.columns().autoFit();

sysExcelApplication.displayAlerts(false);

}

public void exportTemplateButton_clicked()

{

this.exportTemplate();

}

public static void main(Args _args)

{

BEUploadTickets uploadsTicket = new BEUploadTickets();

if(uploadsTicket.prompt())

{

BEUploadTickets::uploadandValidateData();

}

private static void uploadandValidateData()

{

For this please check the link how to import data from excel.
https://dynamicszerotohero.blogspot.com/2020/04/x-import-data-from-excel-ax-2012.html

}

see the below image when you click on the Create Template button

Fill all the values in it and import the file.

Left Right String padding in X++

2020-04-06T12:49:00.002+05:00

We will see how to add the character on the left side or the right side of string.
it is very simple for this we will use two functions.

For right side padding we use strLfix(str _str, int _lenght [, char _char])
For Left side padding we use strRfix(str _str, int _lenght [, char _char])

str text = "Score";

str leftPadding,rightpadding;
// for right side padding we use strLFix function
leftPadding = strLFix(text,strLen(text)+1,'s');
info(strFmt("Right side padding result - %1",leftPadding));

// for left side padding we use strRFix function
rightpadding = strRFix(text,strLen(text)+1,'s');
info(strFmt("Left side padding result- %1",rightpadding));

x++ Import data from excel ax 2012

2020-04-01T19:04:00.000+05:00

In this post we check how to import data from excel in AX 2012 using X++.
we Import data from excel and check if the record exist in table then update the field otherwise print the excel row number which has failed.

static void UpdateOldProperty(Args _args)
{
SysExcelApplication application;
SysExcelWorkbooks workbooks;
SysExcelWorkbook workbook;
SysExcelWorksheets worksheets;
SysExcelWorksheet worksheet;
SysExcelCells cells;
COMVariantType type;

FileName filename;
int row =1; //ignore header row
int i=0,failed=0;
Dialog dialog;
DialogField dialogField;
BEProperties properties,properties1;
BEPropertyID propertyID;
BEOldPropertyID OldPropertyID;
;

application = SysExcelApplication::construct();
workbooks = application.workbooks();
dialog = new Dialog("FileOpen");
dialogfield = dialog.addField(extendedTypeStr(Filenameopen), "File Name");
dialog.run();

if (dialog.run())
{
filename = (dialogfield.value());
}
try
{
workbooks.open(filename);
}
catch (Exception::Error)
{
throw error("File cannot be opened.");
}
workbook = workbooks.item(1);
worksheets = workbook.worksheets();
worksheet = worksheets.itemFromNum(1);
cells = worksheet.cells();
startLengthyOperation();
do
{
row++;
OldPropertyID = COMVariant2Str(cells.item(row,1).value());
propertyID = BEProperties::find(COMVariant2Str(cells.item(row,2).value())).PropertyID;
if(!propertyID)
{
info(strFmt("RowNo. %1, PropertyID %2, OldPropertyID %3",row,propertyID,OldPropertyID));
failed++;
}
else
{
ttsBegin;
select forUpdate properties1 where properties1.PropertyID == propertyID;
properties1.OldPropertyID = OldPropertyID;
properties1.update();
ttsCommit;

i++;
}

type = cells.item(row+1, 1).value().variantType();
}

while (type != COMVariantType::VT_EMPTY);
workbook.close();
application.quit();
endLengthyOperation();
info(strFmt("%1 Records Updated and %2 records failed",i,failed));
}

Hide Query Select button in ax 2012

2020-03-30T10:36:00.000+05:00

In this blog post we will see how to Disable or Hide the query select button using controller class.
override the showQuerySelectButton method in controller class and just add ret = false;

public boolean showQuerySelectButton(str parameterName)
{
boolean ret;

ret = super(parameterName);

ret = false;

return ret;
}

AX 2012 Roles Associated with current user Using X++

2020-03-30T09:55:00.000+05:00

In this blog post we will will find the Security Role assigning to the particular user using X++ in AX 2012.

SecurityRole role;
SecurityUserRole userRole;
UserInfo userinfo;

While select role
exists join userRole
where role.RecId == userRole.SecurityRole
&& userRole.User == curUserId()
{
info(role.Name );

}

add address tab on custom form D365FO

2020-03-18T11:46:00.001+05:00

In this post we see how to add address tab on custom form dynamics 365 finance and operation. The scenario was to add the tab on custom form same like as on customer or vendor form.

For this scenario we will look how to add the address tab.

Step 1: Create new table or add the DirPartyRecid on your table and make the relationship with DirPartyTable

Step 2: Create new form or add MainTable and DirPartTable in form datasource

Step 3: Set the properties on DirPartyTable datasource

Step 4: Add tab page on form and add form part control in it

Step 5: Set the properties on the form part control in the Menu Item Name set (LogisticsPostalAddressGridFormPart)

Step 6: Add link and set the properties on it.

Step 7: See the results as shown below

X++ Create and post Journal voucher

2020-03-12T15:46:00.000+05:00

In this blog we will see how to write the job for Create and post Journal voucher in dynamics ax 2012.

static void legerDimCreateGLJournal(Args _args)
{
AxLedgerJournalTable journalTable;
AxLedgerJournalTrans journalTrans;
container accCon;
container offSetCon;
LedgerJournalTable ledgerJournalTable;
ledgerJournalCheckPost ledgerJournalCheckPost;
;

journalTable = new AxLedgerJournalTable();
journalTrans = new AxLedgerJournalTrans();

//Journal Name
journalTable.parmJournalName("GenJrn");
journalTable.save();

journalTrans.parmJournalNum(journalTable.ledgerJournalTable().JournalNum);
journalTrans.parmTransDate(systemDateGet());
journalTrans.parmAccountType(LedgerJournalACType::Ledger);

accCon = ["110110","110110", 2, "BusinessUnit","001", "Department", "023"];
journalTrans.parmLedgerDimension(AxdDimensionUtil::getLedgerAccountId(accCon));

journalTrans.parmAmountCurDebit(20);

journalTrans.parmOffsetAccountType(LedgerJournalACType:: Ledger );
offSetCon = ["110110","110110", 2, "BusinessUnit","001", "Department", "024"];
journalTrans.clearField(fieldNum(LedgerJournalTrans, OffsetLedgerDimension), false);
journalTrans.parmOffsetLedgerDimension(AxdDimensionUtil::getLedgerAccountId( offSetCon));

journalTrans.save();

ledgerJournalCheckPost = ledgerJournalCheckPost::newLedgerJournalTable(journalTable.ledgerJournalTable(),NoYes::Yes);
ledgerJournalCheckPost.run();

info(strFmt("Journal No. %1.", journalTable.ledgerJournalTable().JournalNum));

}

Lookup for color Picker In Ax 2012

2020-03-12T12:07:00.000+05:00

In this blog we will see how to make lookup for color picker in Dynamics Ax 2012. In a grid we will give the drop down for color picker.

Make Int feild in Table
Add as a datasource of form
Overide Lookup Mehtrod of the Int feild

Public void lookup()
{
#DEFINE.COLORVALUE(64)
Int r,g,b
container choosencolor;
Binary customcolors = new Binary(#COLORVALUE);
CCColor colorvalue;

Super();

[r,g,b] = WinAPI::RGBint2Con(this.backgroundColor());

chosenColor = WinAPI::chooseColor(element.hWnd(),r,g,b, customColors, true);

If(chosencolor)
{
[r, g, b] = chosencolor;
Colorvalue = WinAPI::RGB2int(r,g,b);
This.backgroundColor(colorValue);
employeeWorkPlannerForm.parmAbsensceColor(colorvalue);
Employeetable.columns(employeeworkplannerform.numberofcolumns());
Absenscecolorparm = colorvalue;
}
}

X++ Create and post movement journal in AX 2012

2020-03-12T11:38:00.000+05:00

static void createMovementJournalAx(Args _args)
{
InventJournalTable inventJournalTable;
InventJournalTrans inventJournalTrans;
InventJournalNameId inventJournalName;
InventDim inventDim;
JournalCheckPost journalCheckPost;

//Below code creates journal header
inventJournalTable.clear();
inventJournalName = InventJournalName::standardJournalName(InventJournalType::Movement);
inventJournalTable.initFromInventJournalName(InventJournalName::find(inventJournalName ));
inventJournalTable.insert();

//Below code creates journal lines
inventJournalTrans.clear();
inventJournalTrans.initFromInventJournalTable(inventJournalTable);
inventJournalTrans.TransDate = systemDateGet();
inventJournalTrans.ItemId = "L0001";
inventJournalTrans.initFromInventTable(InventTable::find("L0001"));
inventJournalTrans.Qty = 25;
inventDim.InventSiteId = '1';
inventDim.InventLocationId = '13';
inventDim.wMSLocationId = '13';
inventJournalTrans.InventDimId = inventDim::findOrCreate(inventDim).inventDimId;
inventJournalTrans.insert();

//The below code posts the journal
journalCheckPost = InventJournalCheckPost::newPostJournal(inventJournalTable);
journalCheckPost.run();
}

Filter LocationID lookup by name D365FO

2020-03-08T18:57:00.004+05:00

We will see how to filter location id by name.
Add new string in table and set any name is my case name is (InventLocation) as shown in image below

Create a new relation with InventLocation Table and set the relation properties.

Create a new form for lookup set the design pattern Lookup - Basic. In data source add the IventLocation table.
Add grid in the form and add fields.

Override the form run method and write the code in it

Now add the field in original form to show the lookup. Override Lookup and resolveAmbiguousReference method on string control (A_Student_InventLocation)

Now write the code in lookup and resolveAmbiguousReference method

Lookup Method

resolveAmbiguousReference Method

After this build and sync the project and you will get appropriate result as shown below.

For more information please see the following link
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/contextual-data-entry-lookups

Filter lookup By Name D365 Finance and Operation

2020-03-03T14:57:00.004+05:00

Today, we will see how to filter record based on the name or description. By default this functionality is not enable on lookup.

See the image below that is my default lookup.

When we write in the box student id, it automatically filter the record that the default behavior of any lookup. See the below Image.

But when we search from Name It shows nothing

To search with name we will set the Cache Lookup property on the Header table .

Now, we are able to filter the lookup by name.

For more information please see the following link.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/contextual-data-entry-lookups