Form Personalization: Open Sales Order form with parameters

We can open a standard form with parameters. In this case, We are going to open Sales order by passing header id parameter

 Steps:

• Open the Form FMB file from Form Builder
• Check the parameters that are in the form
• Use parameter to pass as input in the form function
• Create a personalization to trigger event
• Create action to set default where clause
• Create action to execute the query

Open Sales Order form and do personalize

• Go to Help --> Diagnostics --> Custom Code --> Personalize

Create a personalization à Condition à Trigger Event

• Trigger the event when input header id parameter passed

Create an action set default where condition

• Set the default where clause by using input header id parameter

Create another action to execute the query

• Execute the Query to see the relates sales order in the form for the input header id parameter that is passed