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Transforming Forms to Pages

Microsoft Dynamics Nav 2009

To use the functionality and logic of your existing forms in the RoleTailored client in Microsoft Dynamics NAV 2009, you must first transform the forms into pages. The topics in this section describe how to plan and run form transformations.

Learning about Form Transformation

To See

Learn about the form transformation process

Understanding Form Transformation

Learn about the form transformation tool

Form Transformation Tool Overview

Learn about what you need to do to prepare to transform forms

Preparing to Transform Forms to Pages

Redesigning Forms

To See

Understand why you must redesign some forms and which forms to redesign

Preparing for Form Transformation by Redesigning Forms

Redesign forms with matrix-like layout of controls

How to: Redesign Forms with Matrix-Like Layout of Controls

Redesign matrix forms

How to: Redesign Matrix Forms

Redesign journal and worksheet batches

How to: Redesign Journal and Worksheet Batches

Redesign forms with expand and collapse functionality

How to: Redesign Forms with Expand and Collapse Functionality

Redesign list forms for individual document types

How to: Redesign List Forms for Individual Document Types

Transforming Forms

To See

Transform forms by using the Transformation Input File (TIF) Editor

Preparing Transformation Tool Input

Transform forms by updating the XML input files

Understanding Form Transformation Input Files

Run the form transformation tool

Transforming Forms

Follow step-by-step procedures that show how to perform a transformation of a standard application form

Walkthrough: Transforming a Standard Application Form

Troubleshooting

To See

Troubleshoot menu items that call subforms

Troubleshooting: Actions That Call Subforms

Troubleshoot the layout of fields in columns

Troubleshooting: Fields in Columns on a Transformed Page

Troubleshoot labels

Troubleshooting: Labels on a Transformed Page

Troubleshoot the layout of lists

Troubleshooting: List Placement on Transformed Pages

Troubleshoot text boxes used as labels

Troubleshooting: Text Boxes Used as Labels on a Transformed Page

Reference

To See

Learn about Classic client form properties that are used in RoleTailored client pages

Form Property Mapping Rules

Learn about Classic client control properties that are used in RoleTailored client pages

Control Property Mapping Rules

Learn about mapping rules from Classic client form controls to RoleTailored client page controls

Control Mapping Rules

Learn about mapping rules from Classic client form methods to RoleTailored client methods

Method Mapping Rules

Learn about mapping rules from Classic client form triggers to RoleTailored client triggers

Trigger Mapping Rules

View examples of how code rules work and can be rewritten to remove unsupported triggers and methods

Code Rules

View the list of standard application forms that have a matrix-like layout and are redesigned in the Classic client

Redesigned Forms with Matrix-Like Layout

View the list of standard application matrix forms that are redesigned in the Classic client

Redesigned Matrix Forms

Learn about the functions of codeunit 9200, Matrix Management

Codeunit 9200 Matrix Management

View the form types, descriptions, and mapping relationships to page types

Form Type to Page Type Mapping

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