Dynamics 365 for Finance and Operations has a very useful feature that allows the user to open the main record form with just a few mouse clicks on the current form. The feature is called View details
and is available in the right-click context menu on some controls. It is based on table relationships and is available for those controls whose data fields have foreign key relationships with other tables.
Because of the data structure's integrity, the View details
feature works most of the time. However, when it comes to complex table relations, it does not work correctly or does not work at all. Another example of when this feature does not work automatically is when the display
or edit
methods are used on a form. In these and many other cases, the View details
feature has to be implemented manually.
In this recipe, to demonstrate how it works, we will modify the General journal
form in the General ledger
module and add the View details
feature to the Description...