Using a form to build a lookup

For the most complex scenarios, where you need some advance lookups with more options on data filtration or selection; Dynamics 365 for Finance and Operations offers the possibility to create and use a form as a lookup, by creating a new form.

Similar to forms, the form lookups support various features, such as tab pages, event handling, complex logic, and so on. In this recipe, we will demonstrate how to create a lookup using a form. As an example, we will modify the standard customer account lookup to display only the customers who are not placed on hold for invoicing and delivery.

How to do it...

1. Add a new project and create a new form named CustLookup. Add a new data source with the following properties:

Property	Value
Name	CustTable
Table	CustTable
AllowCheck	No
AllowEdit	No
AllowCreate	No
AllowDelete	No
OnlyFetchActive	Yes

2. Right-click on Design and Add form PatternLookup - Basic on design.
3. Add a new grid control to the form's design with the following properties:

Property

Value...