How to create a filter on display method using view – D365 F&O

Form fields that are based on display methods are not filterable, but in some cases, the client wants those fields filterable. There are two ways to make display fields filterable we will explain on this blog only the best way to do it (use best practice).

In our case Vendor name field it’s a field based on a display method and it’s not filterable.

How to create a filter on display method using view

To create a filter on a display method using the view we need to follow these steps:

1.Create a view with

– metadata: the tables that we need to get the field that will replace display field and the field that we will use to create a relation with the datasource of the form. (In our case VendTable and DirPartyTable)

– fields: the field that will replace display field and the field that we will use to create a relation with the datasource of the form. (in our case Name and AccountNum)

.Create a view

2.On the table of FormDatasource(our case PurchLine) we need to add a new relation with view we have created VendTableName.

Add a new relation with the view

3. Add the view VendTableName as Datasource on our form and create a join with the primary datasource(PurchLine) on VendTableName FormDatasouce property.

Add the view VendTableName as Datasource
create a join with the primary datasource

4. The last step is to add the view data field that we want on the form grid.

The output:

Now we can delete the old display method.

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