EDT (Extended Data Type) and table relation type lookups are the simplest lookups in Dynamics 365 for Finance and Operations and can be created in seconds without any programming knowledge. They are based on table relations and appear automatically. No additional modifications are required.
This recipe will show you how to create a very basic automatic lookup using table relations. To demonstrate this, we will add a new Method of payment
column to the existing Customer group
form.
To create an automatic lookup, we can follow the following steps:
- Create a new solution named
CreatingAutomaticLookup
and assign an appropriate package to it. - Find a
CustGroup
table in AOT under application explorer, right-click the table, and select the optionCreateExtension
to add it to the project and create a newstring
type field in the table with the following properties:
Property | Value |
Name | PaymMode |
ExtendedDataType | CustPaymMode |
- Add the newly created field to the end of...