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Walkthrough: Creating a Customer Card Page in Page Designer

Microsoft Dynamics Nav 2009

In this walkthrough, you learn how to create a card page to display customer details. A card page is used to display more detailed information than is available on a list page. You can link a list page to a card page so that when you select a customer in the list, you open a specific customer card page.

This walkthrough provides an overview of how to create a card page in Page Designer, how to add controls, and how to preview the page in the RoleTailored client.

This walkthrough illustrates the following tasks:

  • Creating a card page

  • Adding controls

  • Saving the page

  • Promoting customer data to the FastTab header

  • Adding a FactBox to a card page

  • Running the page

Prerequisites

To complete this walkthrough, you will need:

  • Microsoft Dynamics NAV 2009 installed with a developer license.

Simon is a partner working for CRONUS International Ltd. Kevin, the Sales Manager has asked Simon to create a card page to store customer information. He wants to be able to view the details of each customer in a card page when he clicks on a customer in the customer list.

To create a customer card page to run on the RoleTailored client, Simon knows that he must use the Classic client Object Designer.

NoteNote

In this walkthrough, to learn about the properties and controls of a card page, you will create a card page from a blank page. If you are running Microsoft Dynamics NAV 2009 SP1, Object Designer also includes a wizard that you can use to create a card page that sets up many properties and controls for you. For more information about the wizard, see How to: Create a Page.

To create a card page

  1. In the Classic client, on the Tools menu, click Object Designer.

  2. In Object Designer, click Page, and then click New. The New Page dialog box appears.

  3. In the Table text box, click the AssistButton, select the Customer table, and then click OK.

  4. Click Create blank page, and then click OK.

    The new page appears in Page Designer.

  5. On the View menu, click Properties.

  6. Close the Properties dialog box.

  7. Locate the PageType property, and then set the Value field to the page type Card.

  8. In the Name field of the first row, which has the type Container and the subtype ContentArea, type CustomerCardContainer.

You have now successfully created a card page. However, you cannot save your card page until you have added at least one control to your page.

Simon wants to add a basic control to his card page to display a selection of fields from the customer table in a group that can be expanded or collapsed. He knows that all card pages use the FastTab control to display data in this way, so he decides to add a FastTab control to his blank card page.

To add a control to display customer details

  1. On your blank card page in Page Designer, click the first available row. Type the name, CustomerCardContainer, in the Name field. Click the second row and then click the first row. The other fields are completed automatically. By default, Type is set to Container and SubType is set to ContentArea.

  2. In the second row, type the name CustomerCardGroup in the Name field and in the Caption field type General. Set Type to Group and SubType to Group.

  3. In the third row, set Type to Field. On the View menu, click Field Menu.

    In the Field Menu window, select fields from the Customer table.

    Select multiple fields by holding down the SHIFT key while you select the following rows:

    • No.

    • Name

    • Search Name

    • Name 2

    • Address

    • Address 2

    • City

    • Contact

    • Phone No.

  4. Click OK. A message box appears with the following message: "Do you want to add the fields that are selected in the field menu?" Click Yes.

    If the OK and Cancel buttons are unavailable, see Page Designer Troubleshooting for more information.

    In page designer, your card page should now look something like the following.

    Dd338737.Local_733488512_nav_cardpageelements(en-us,NAV.60).gif
  5. Select the next available blank row on your page, below Phone No. Click the View Menu and click Properties. In the Properties window, type the name Kevin's Customer Card in the Caption and CaptionML fields.

  6. Close the Properties window.

Simon thinks it would be a good idea to save the page before making any further changes.

To save the page

  1. When you close the Page Designer window, the Save As dialog is displayed.

  2. Choose an ID number for your page in the 50000 range. For this walkthrough, type 50002 in the ID field and Kevin's Customer Card in the Name field.

  3. Leave the Compiled check box selected and click OK.

    Note   You can clear the Compiled check box to save your page, but your page will not run. You can only compile if there are no errors on the page.

Now Simon wants to highlight key customer information on his customer card page. He can do this by making the contents of some fields visible on the FastTab header, even when a FastTab is in its collapsed state.

To promote key customer data to the FastTab header

  1. Open Object Designer.

  2. Open Kevin's Customer Card page 50002.

  3. In Page Designer, select a single field in one of the FastTab groups. For example, in the General group select Contact.

  4. With this row selected in page designer, click View, and then click Properties.

  5. In the Properties window, select the Importance property.

  6. The Importance property has three possible states available in the drop-down:

    • Standard

    • Promoted

    • Additional

    Select Promoted.

  7. Close the Properties window and the Page Designer. The Save Changes dialog is displayed.

  8. Click Yes in the Save Changes dialog box to save and compile Kevin's Customer Card page.

You have now successfully promoted Contact to the FastTab Header.

Test your new card page by running the RoleTailored client.

To run the page

  • In Object Designer, select page 50002, and then click Run.

    The RoleTailored client opens and displays the new card page.

Simon wants to create a customer list page for his customers and to create a link from the list page to Kevin's Customer Card page.

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