Hi, Readers.
The public preview for Dynamics 365 Business Central 2023 release wave 2 (BC23) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Show related record details from lookup:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/peek-at-summarized-data-editable-fields
The Show details action on lookup dialogs offers easy access to information about records that are related to the one you’re interested in, which can make you more efficient and help you make good decisions.
As you know, when we set the TableRelation Property in the table, we can establish lookups into other tables.
For example,
PS: The fields here are set by Field Groups (DropDown Controls). More details: How to Customize Drop-Down List (Field Groups)
When we want to view all records, we can click Select from full list in the lower right corner.
PS: The page here is set by the LookupPageId Property. (By default, a lookup provides a list of records in the table. Using this list, users can select a record and retrieve information from it into this control.)
It used to take multiple clicks to get to details about related records from lookup dialogs.
Now, you can use the new Show details action in lookup dialogs to quickly access information about related records on every page.
The page will open in edit mode.
Another example:
It seems that the system will automatically find the Card page of the current table and then open this record.
If there is no Card page for the table, it will open the list page.
Very convenient feature. Give it a try!!!😁
PS:
1. If you prefer to primarily use your keyboard, the shortcut key combination for the Show details action is Ctrl+Alt+Down arrow.
2. If no value is selected, the Show details action is grayed out.
END
Hope this will help.
Thanks for reading.
ZHU
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