bcquality/microsoft/knowledge/data-modeling/custom-document-dispatch-must-not-bypass-report-selections.md
Michael Dieringer aad3991d9f Fix three merge-critical items from Jesper's 2026-09-29 review
- Barcode: drop the false claim that '*value*' is mismatched with the
  IDAutomation Code 39 font; '*' is a documented start/stop form and
  '(' / ')' an accepted alternative. Cue and article now route only
  independently provable validation/checksum/font-binding defects.
- Dispatch good samples (and matching bad samples) now pass a
  Sales Invoice Header with the S.Invoice usage, matching the record
  the selected report (1306 "Standard Sales - Invoice") expects.
- custom-document-dispatch rule made disjunctive: a hardcoded report
  or a hand-built email is each a bypass on its own; scoped to
  customer/vendor-facing documents. Bad fixture shows the hardcoded
  report alone.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-29 16:45:02 +02:00

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---
bc-version: [all]
domain: data-modeling
keywords: [report-selections, document-layouts, custom-report-layout, email-attachment, bespoke-dispatch]
technologies: [al]
countries: [w1]
application-area: [all]
---
# Custom document dispatch must not bypass Report Selections
## Description
A codeunit that hardcodes which report to run (`Report.RunModal(MyReportId, ...)`),
or builds its own email directly, instead of registering the document
through `table 77 "Report Selections"` and calling its own
Print/Email procedures, works for the one case it was written for — and
loses everything the platform's registry provides for free. Either
bypass is a defect on its own: a hardcoded report ignores the registered
report and any per-account layout override even when no email is
involved, and a hand-built email ignores the registry's attachment and
email-body configuration even when the report itself came from it. `Report
Selections` carries its own attachment/email-body configuration per usage
(`"Use for Email Attachment"`, `"Use for Email Body"`, `"Email Body Layout
Code"`, `"Email Body Layout Type"`), plus a separate per-usage layout
override, `"Custom Report Layout Code"`, and
`table 9657 "Custom Report Selection"` (the "Document Layouts" page on the
Customer/Vendor card) lets one specific account override the report or
layout without touching code at all. None of that exists for a document
whose dispatch was hand-rolled: there is no registry row to point
"Document Layouts" at, so an admin who goes looking for where to change
this document's layout — the same place they'd look for every other
document in the system — finds nothing, because the document was never
registered there.
## Best Practice
Register the document under a `Report Selection Usage` value (see
`extend-report-selection-usage-for-new-document-types.md`) and dispatch
through `Report Selections`' own Print/Email procedures (see
`document-print-and-email-actions-call-report-selections-directly.md`),
even when the surrounding business logic — which counterparty to use,
what validation must pass before sending — is genuinely specific to the
document. Custom logic belongs around the call to `Report Selections`,
not instead of it.
See sample: [`custom-document-dispatch-must-not-bypass-report-selections.good.al`](custom-document-dispatch-must-not-bypass-report-selections.good.al).
## Anti Pattern
A codeunit that runs a hardcoded report ID, or builds its own email
message directly, for a document that has (or should have) a
`Report Selections` usage — each is independently a bypass, and the
sample shows the first on its own. It works for the default case, but the report/layout cannot be changed per account
without a code change and a new release, and the document is invisible to
"Document Layouts" — the standard place every other document's
distribution is configured.
See sample: [`custom-document-dispatch-must-not-bypass-report-selections.bad.al`](custom-document-dispatch-must-not-bypass-report-selections.bad.al).
## Source
BCApps `ReportSelections.Table.al` (table 77 — field 7,
`"Custom Report Layout Code"`; fields 19–26 for email attachment/body
configuration; `SendEmailToCust`/`PrintWithDialogForCust` as the
registry-backed dispatch entry points) and
`CustomReportSelection.Table.al` (table 9657, the per-account override
backing the "Document Layouts" page) — both under
`src/Layers/W1/BaseApp/Foundation/Reporting/`.