Skip to main content

Posts

Showing posts from December, 2024

💡 X++ Tip: Keep the Same Record Selected After Refresh in a Form or Data Source

 When you refresh a form data source in Dynamics AX or Dynamics 365 for Finance and Operations, the current selection is often lost — the cursor jumps back to the first record. This can be frustrating, especially if you want the user to remain on the same record after an update or refresh. Here’s a simple and reliable way to restore the cursor to the same record after the data source is refreshed. 🧩 Scenario Suppose we have a form displaying records from MyTable . When we refresh the data source — for example, after updating a field or calling executeQuery() — we want the form to return to the same record the user was viewing before the refresh. ✅ Solution: Use ds.cursor() We can achieve this using a record buffer and the cursor() method of the data source. public void refreshDataSource() { MyTable myTableRec; // buffer to store current record // Store the current record myTableRec = MyTable_ds.cursor(); // Refresh the data source MyTable_ds.r...

How to Open a Form with Filtered Data Using a Button in X++ – A Step-by-Step Guide

 In Dynamics 365 for Finance and Operations (D365FO), a common requirement is to open a form dynamically from another form and pass filtered data based on a specific condition. This functionality can enhance user experience by allowing them to interact with multiple forms seamlessly, while keeping the data relevant and focused. In this blog, we’ll explore how to implement such a solution using X++, where a user clicks a button on Form 1 (such as a list of sales orders), and based on a selected record, Form 2 (such as invoice details) opens with only the relevant filtered data. Scenario Overview Let’s assume the following scenario: Form 1 : Displays a list of sales orders, and each order has an OrderID , CustomerID , and OrderAmount . Form 2 : Displays details of invoices (from the InvoiceDetails table) that are linked to the selected OrderID from Form 1 . The goal is to click a button on Form 1 , pass the OrderID to Form 2 , and display only the relevant invoice records relate...

Sorting Data in X++ (D365FO) Grids Using Form Data Source Events

  Introduction : In Dynamics 365 Finance and Operations, form grids often display data retrieved from a table or query. However, the default sorting applied may not always align with business requirements. Customizing sorting behavior at runtime ensures that the grid data is presented in a meaningful order for users. This blog post demonstrates how to use the Initialized event of a form data source to apply custom sorting to a grid. We will sort the grid rows based on a specific field ( DisplayOrder ) in ascending order. Understanding the Code : Here’s the complete code snippet: --------------------------------------------------------------------------------------------------------------- [FormDataSourceEventHandler(formDataSourceStr(MyFormDataSource,  MyTable), FormDataSourceEventType::Initialized)] public static void MyFormDataSource_OnInitialized(FormDataSource sender, FormDataSourceEventArgs e) {     // It will clear if any other sorting is applied on the grid ...