Is it possible to load an existing document from a VS Tools add-in. I'd like to be able to load an existing sales transaction from an add-in to the Sales Transaction window. I think it can be done using the Dynamics.Forms.SopEntry.Procedures.DisplayDocument form procedure, but I'm not sure where to find the description of the parameters. Any help is welcome.

Thanks.

Let me be sure of the question:

You'd like to open the Sales Transaction Entry window, and have it populate with an existing document?

The requirement is to import/create a sales transaction from an external document (spreadsheet). I'll be using eConnect from the Add-In to create the transaction. The next requirement is to display the newly created sales transaction for the user to verify.

Be sure that you separate these two tasks in your mind. The eConnect piece is totally separate from the design piece.

I'll skip the eConnect part, that should be covered on that forum anyway. The challenge is how to open that form. I have code to open the Sale Transaction Entry (STE) form here http://vstoolsforum.com/forums/p/63/121.aspx#121, but we have to have some place to put that code.

 You also have to have some place to initiate the import from.

Could we have the use open the STE form and push a button to do the import, that button would open up a custom form and from there we could do the import? Then when the form closes we could navigate the STE form to the new doc?

The user experience is:

1) From the GP STE form, open the Add-In.

2) From the Add-In, initiate the import. The Add-In will allow the user to select the appropriate document to import.

3) Once the import has completed, display the new ST on the STE form. The STE form remains open throughout the process.

Yep, that should work just fine.

Thanks. Your code example using the OpenWindow function was just what I needed.