In the previous article, I already showed the very simplest type of lookup in D365 FO, which was EDT lookup, for making an EDT type lookup, a developer does not need to worry more about writing x++ coding. In this tutorial, we are going to make a custom lookup using x++ for form in D365FO.
What is a lookup in D365 FO?
Lookups are the standard way to display a list of possible selection values to the user. For a user, while editing or creating database records, a lookup makes the data entry easy and errorless. In Microsoft dynamics 365 finance and operations, there are many ways of creating lookups.
Normally, standard lookups are created automatically by the system in Dynamics 365 for Finance and Operations and are based on the extended data types and table setup. They are based on table relations and appear automatically. No additional modifications are required.
Why Use a Lookup Method?
Normally a look-up is used to list the master data in the system like customer master, vendor master, item master, etc. what will happen if a user is typing these values instead of selecting the values from the lookups.
Consider a supplier order form, there we can select the vendor account using a lookup. Instead of selecting a vendor account using lookup, if the user is trying to type the vendor account details there are many chances to get an error in the input because the user doesn’t know the vendor account which are existing in the database. Also, while selecting a vendor from the lookup, a user can confirm the vendor by checking the other lookup columns which display all the details about the vendor. So, about a user, while editing or creating database records, a lookup makes the data entry easy and errorless.
Suppose we have a requirement to display AccountNum, CustGroup, BankAccount, and PaymMode of all customers under the selected company.
For this, you must follow the below steps.
How to create a custom lookup using X++ in D365FO?
1. Create a form
So,
the first step is we need to create a form, for this
Right Click on Project Name > Add > New Item > User
Interface > Form
here I created a form with name FrmCustomLookUp as
shown in the figure.
2. Open the Form
Once
you created a new form, it will automatically open the designer window. Otherwise,
you double-click on the form, and it will open in the designer window as shown below,
3. Create a form Control String
Here we need to create a form string control on which you want to show the lookup. So create control of type “String” (“Traditionally it is StringEdit Control”) under the form.
For this,
Right-click on the Design Node > New > String This actually creates a drop-down text box on which you want to show the lookup.
Now the design part is over, next we have to write the x++ logic to create a lookup and add this look-up to the text box we already created under the form.
4. Add event handler method
Then create a new class, here I created a class with the name CustomLookUp and paste the event handler method in Between the opening-closing brackets of the class, and paste the event code, we copied the code in the previous step.
You can copy and paste the below code snippets directly to your class.
class CustomLookUp
{
[FormControlEventHandler(formControlStr(LookUpFrm, FormStringControl1), FormControlEventType::Lookup)]
public static void FormStringControl1_OnLookup(FormControl sender, FormControlEventArgs e)
{
Query query = new Query();
QueryBuildDataSource queryBuildDataSource;
QueryBuildRange queryBuildRange;
SysTableLookup sysTableLookup;
sysTableLookup = SysTableLookup::newParameters(tableNum(CustTable),sender,true);
sysTableLookup.addLookupField(fieldNum(CustTable,AccountNum ));
sysTableLookup.addLookupField(fieldNum(CustTable, CustGroup));
sysTableLookup.addLookupField(fieldNum(CustTable, BankAccount));
sysTableLookup.addLookupField(fieldNum(CustTable, PaymMode));
queryBuildDataSource = query.addDataSource(tableNum(CustTable));
sysTableLookup.parmQuery(query);
sysTableLookup.performFormLookup();
}
}
The four lines below add the four fields in the lookup and you will see AccountNum, CustGroup, BankAccount, and PaymMode in the lookup. So, you can also add
more lookup fields in the lookup as per your requirement.
sysTableLookup.addLookupField(fieldNum(CustTable,AccountNum ));
sysTableLookup.addLookupField(fieldNum(CustTable, CustGroup));
sysTableLookup.addLookupField(fieldNum(CustTable, BankAccount));
sysTableLookup.addLookupField(fieldNum(CustTable, PaymMode));
This is just an example shown to you.
You can use the table and the fields as per your own requirements about How to
create a lookup in D365FO using X++. If this helps you and you have learned
something, please share.
Output
Right-click on the form FrmCustomLookUp and set this form
as StartUpObject, then after the successful build of the project, run the project,
you can see the below output.
All the tutorials are for beginners, if you don't have a virtual machine for your learning purposes you can use Microsoft's free Virtual machine. if this tutorial is useful, please share it with others.
Happy coding with D365 Snippets
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The post is very useful and keep posting such content
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