How to customize attachment button in Dynamics 365?

In Dynamics 365, you add an attachment in many forms like All customers /all vendors ...etc

but sometimes customer need to attach files to journals like the general journal, payment journal..etc

How..?

for example:: we need to customize attachment button in general journals

1-you must enable document handling for table

In our case, enable document handling for ledgerjournaltable

for how to activate document management, check this link

http://dynamics365ax2012.blogspot.com/2018/04/how-to-activate-document-management-for.html

2-create project in visual studio to start customization

create an extension from  ledgerjournal form


3-add new command button in action pane from design part


select the command for this button document handling


and set Text property to attachment

4-build your project and open general journal form


click attachment button to check functionality is working fine


you attach file or URL ..etc


Thanks.

Comments

  1. I added a command button Attachment and set the property , Command: Document Handling in the SRSPrintDestinationSettingsForm

    but when i clicked on the attachment , the new button disabled there .

    ReplyDelete

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