Improved D365FO Table Browser

D365FO Table Browser is a utility form that shows the records from a D365FO table or view specified as the URL parameter. Form shows table records in a grid, so users can search, filter and sort the data, export to Excel, create alert rules on fields from "line tables", e.g. Purchase lines (which otherwise can't be done in original form, e.g. the All purchase orders form), attach the attachments to table records, etc.

Furthermore, administrators have the additional possibility to create, update and delete records on development environments (Tier 1).

We can open the Table Browser form by invoking a "hidden" menu item SysTableBrowser using a direct link and specifying the table/view as the URL parameter.

https://<environmentURL>/?mi=SysTableBrowser&tableName=<tableName>

Docentric Table Browser

As the standard D365FO Table Browser restricts updating the data in non-development environments (only supports read-only mode), Docentric introduced Docentric Table Browser whose primary purpose was to edit (Create, Update, Delete) certain Docentric system tables in UAT and production environments.

We have added several other features to Docentric Table Browser, which improve the built-in D365FO Table Browser. Take a closer look, and if you like it, use it for free! Docentric Table Browser is part of Docentric Free Edition.

Open a D365FO table in Docentric Table Browser

Launch Docentric Table Browser for a specific D365FO table or view by using the following URL:
https://<environmentURL>/?mi=DocTableBrowser&tableName=<tableName>

Show Table ID, Field IDs and SQL names

The Docentric Table Browser form, unlike the standard Table Browser, shows additional information of an opened D365FO table (or view):

  • The corresponding Table ID and SQL name are shown in the form caption.
  • For each table field Field ID, SQL name and label are shown in the field help text.

 

Search D365FO tables by Table ID, Table name or SQL name

We also added a new menu item All tables that shows the data from SysTableIdView view.

Using the All tables form, accessible from Docentric Table Browser, you can search D365FO tables by Table ID, Table name, or SQL name.

To demonstrate how you can benefit from the All tables form, let's consider the example of Document Management attachments. The metadata associated with these attachments is stored in the DocuRef table. To access and explore this table using the Docentric Table Browser, navigate to:

https://<environmentURL>/?mi=DocTableBrowser&tableName=DocuRef

The DocuRef table contains information about the table and records associated with each Document Management attachment. This relation is established through the RefTableId and RefRecId fields. To identify the related table, use the value from the RefTableId field, click the All tables menu item and filter the list of all tables by the RefTableId value.

In the example below, we can see that this attachment is found on the SalesTable table.

 

Editing Docentric system tables (on all environments)

As we mentioned above, Docentric Table Browser allows CUD operations (Create, Update, Delete) on some Docentric system tables also in UAT and production environments. These are the special parameter tables that are normally empty but can be used in special cases:

  • DocentricEngineSetting - Hidden Docentric document generation engine
  • DocFeaturePreview - Enable pre-release features
  • DocTraceParam - Enable Docentric tracing (per category and user)
  • DocSystemSetting - Hidden system settings

 

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