New Report Fields Won’t Display on a Precision Forms Enabled Report in Dynamics AX

by | Apr 18, 2018 | Development, Dynamics AX

Recently, I was making some customizations to a report in Dynamics AX. I was adding a handful of new fields. The report was Precision Forms enabled and the new fields I had added were not displaying on the report. It should be an easy fix, but it took me a bit to find the issue below.

I checked various things:

1. I verified the dataset was refreshed on the report.

  • To do so, open the report in Visual Studio.
  • Right-click on the data set that you have modified and click refresh

PrecisionForms enabled reports

2. I verified the new fields were in the dataset of the report.

  • If not, verify your fields are selected in the field list by selecting your query and selecting the appropriate query/DP class from the list. This will open the field list below and you can select the checkbox for the fields you want to add.

PrecisionForms enabled reports

3. What I didn’t know was that you must also add your new fields in the setup of precision forms for that report.

  • Go to the precision forms setup
    • System Administration > Setup > Bottomline
    • Click enabled reports and select the report you are modifying.

 

 

 

  • Click the Related Tables button

PrecisionForms enabled reports

 

 

 

  • Select the table you have modified and add the new fields to the list here.

Simple solution, hopefully, this will save you some research time when working with Precision Form reports!

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

april

08apr10:00 am10:30 amLicensing Preparedness for Dynamics 365 Customer Engagement

08apr12:00 pm1:00 pmMaking Project Information Management (PIM) a Priority

08apr2:00 pm2:30 pmFeatures in the Spring Release of Dynamics 365 Customer Engagement Users Can Take Advantage of Immediately

09apr11:00 am12:00 pmConfab With Stoneridge - Livestream - Portals

13apr11:30 am12:30 pmStoneridge Connect Online Keynote: Business Transformations Throughout History

14apr8:00 am5:00 pmStoneridge Connect Online - Day 1

15apr8:00 am5:00 pmStoneridge Connect Online - Day 2

15apr1:15 pm5:00 pmWhat’s New for Developers in Dynamics 365 Finance and Supply Chain Management – Online Workshop

16apr8:00 am5:00 pmStoneridge Connect Online - Day 3

22apr11:00 am12:00 pmPower BI and Reporting with Dynamics 365 Business Central

22apr2:00 pm2:30 pmNew Features for Power Apps Users

23apr11:00 am12:00 pmConfab With Stoneridge - Livestream - Internet of Things (IoT)

29apr10:00 am11:00 amStreamlining Customer Service and Enabling Your Sales Team with a Self-Service Portal

29apr12:00 pm12:30 pmUpdates to the Dynamics 365 Customer Engagement User Experience - What Technical Resources Need to Know

may

06may12:00 pm12:30 pmPower Apps Telemetry and AI Builder - Power Platform Updates

06may2:00 pm2:30 pmImprove Customer Experience with a Mobile Workforce Management Solution

07may11:00 am12:00 pmConfab With Stoneridge - Livestream - Manufacturing

13may12:00 pm1:00 pm3 Simple Sets Your Business Can Take to Embrace the Future of B2B E-Commerce

21may11:00 am12:00 pmEnterprise Asset Management and Manufacturing

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X