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Microsoft Dynamics AX 2012 Development Cookbook by Mindaugas Pocius

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Using a form for building a lookup

For the most complex scenarios, Dynamics AX offers the possibility to create and use a form as a lookup. For example, it might be a lookup with tab pages or a search filter.

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 active customers.

How to do it...

  1. In the AOT, create a new form named CustLookup. Add a new data source with the following properties:

    Property

    Value

    Name

    CustTable

    Table

    CustTable

    Index

    AccountIdx

    AllowCheck

    No

    AllowEdit

    No

    AllowCreate

    No

    AllowDelete

    No

    OnlyFetchActive

    Yes

  2. Change the properties of the form's design as follows:

    Property

    Value

    Frame

    Border

    WindowType

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