Form Development in Dynamics 365 Finance and Operations

Hi Learners!

Today, we will start Form Development from scratch using the Simple List Pattern.

Step 1: Create a new project 

Step 2: Add New Form to your project 

Step 3 ) Right-click on Design and Apply Pattern -> Simple List Pattern

Step 4)  After applying a pattern, the following highlighted parts will be mandatory to apply. You can apply by just right click on Design | Pattern Simple List and add by click on the New option

You need to add the below parameters to complete the pattern settings.

1. Action Pane

2) Group with Pattern: Custom and Quick Filter.

( Inside this group, add Quick Filter Control ).

3) Add Grid Control.

Step 5) Add a new table in the solution project and add two new fields, EmployeeName and EmployeeGender. 

Step 6) Add the create table in the form data source.

Step 7) In your Quick Filter Control, add filter data source (Table name) in the Target Control field.

Step 8) Add the Display Menu Item and Menu Extension in your project and attach the form with it

Step 9) Right Click on your project and Build your solution with Database Sync (True). 

Step 10) Open the environment, go to the module where you added the form. In my case, I added in retail and commerce module  

Step 11) Form with Simple List Pattern developed successfully.

Stage 2 for apply patterns

we will learn about some important form patterns used in dynamics 365 F&O.

At the form Design, when doing a right mouse click, dialog with the option "Apply pattern" seems. Here we see the available patterns like

1) Simple List Pattern

Shows nearly simple information, usually less than 6 fields for single tables.

Example is VendGroup Form

2) Simple List and Detail - List Grid

In this pattern, there are more than 6 fields or/and more than one data source this pattern is used.

Example is AssetConsumptionfactor Form

3) Detail Transaction 

Usually, a form with this pattern consists of both header and details grid/ lists, based on different data sources like parent-child. The user can switch between, header and line blocks.

Example is PurchTable Form

4) Detail Master 

The pattern is used for view, edit and also for entering data. The typical characteristic of this pattern is the fast tabs. There is the basic version and with standard tabs (>15 fast tabs). Users can switch between, header and line view. Details master is typically used for the display of master data for example CustTable, VendTable, or product variants (EcoResProductVariants) forms.

5) Workspace Operational

Used for navigation to tasks and specific pages. The characteristic of this pattern is that there is no data source in the form.

Example is AssetWorkspace Form.

There are many other patterns, but these are some more valuable patterns, and if you have such type of custom form development request which use any of above shared pattern then you can take help from the default one form which is already used this pattern and make your development more easy and quick. But generally, we used custom pattern in form development. By selecting the Custom pattern, you're indicating that you considered the pattern but the design (which controls you need there, in which order, etc.) doesn't match any standard pattern.

Happy Learning