How to Create a Simple List Form in D365FO X++
A Simple List Form in Microsoft Dynamics 365 Finance and Operations (D365FO) is a standardized form type designed to display tabular data. It follows the Simple List Pattern, which ensures a consistent user experience by adhering to the UI guidelines set by Microsoft. Simple list forms are primarily used for scenarios where users need to view and interact with a basic list of records without additional complexities, such as intricate navigation or multi-pane layouts.
Key Features of a Simple List Form:
- Tabular Data Display: A grid structure showing rows and columns from a data source, such as a table in the database.
- Basic Navigation: Allows users to view, filter, sort, and select records directly within the grid.
- Lightweight Design: Optimized for simplicity, making it easy to create and maintain.
- Quick Actions: Supports adding buttons for actions like creating, editing, or deleting records.
When to Use a Simple List Form:
- To display straightforward lists, such as customers, vendors, products, or orders.
- When advanced functionalities like multiple sections, tabs, or related data views are unnecessary.
- To provide a clean and user-friendly interface for end-users who interact with lists of data.
Steps to create a Simple List Form in D365FO
- Right click on VS Project and Add new item
- Click on Dynamics 365 Items > User Interface > Form > Insert the Form name > Add
- Right click on Data Source > New data source > Properties and choose the table you want to add as data source
- Now let’s apply Simple list pattern .
Right click on Design > Apply pattern > Simple List
- This is the pattern we applied. We must fill the red fields
- First create an Action pane
- Add New Group
- Apply a “Custom and Quick FIlters” on “FormGroupControl1” Group
- Click on “FormGroupControl1” Group and add a new QuickFilter
- Add new grid object in Design
- Now let’s add some fields in the grid
- Let’s create a new display Menu item
- Ad your form in the Object Property
- Change label Name in “Simple List TEST”
- Add the menu item in a D365FO menu (eg.Sales and marketing) To do that you have to create a menu extension
Under “Setup” > New > Submenu
- Call it “TEST”. Right click on it > New > Menu item reference
- Add your Display item to menu
- Build your solution and open D365FO at Sales And Marketing > Setup >Techie form
- This is the final result
Conclusion
The Simple List Form is an essential tool in Microsoft Dynamics 365 Finance and Operations for displaying tabular data in a clean and user-friendly manner. By leveraging the Simple List Pattern, developers can ensure consistency with D365FO’s design guidelines while providing users with an efficient way to view and manage records.
Its lightweight design and ease of implementation make it ideal for scenarios where complex navigation or functionality is unnecessary. Whether you’re working with customer lists, product catalogs, or transaction records, a Simple List Form is often the best choice for straightforward data presentation.
By following the right steps and adhering to best practices, you can quickly create effective Simple List Forms that enhance the usability and efficiency of your D365FO applications.