How to: Use Attachments on EP Pages [AX 2012]

Updated: January 6, 2012

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Microsoft Dynamics AX has built-in support that lets users attach documents to customers, vendors, and other objects in the system. These attachments can be accessed from list pages and forms in the Microsoft Dynamics AX client. They can also be accessed from list pages and entity overview pages in Enterprise Portal. If you have created new list pages or entity overview pages, consider enabling them to support attachments. For more information about attachments, see Attachments.

Two separate buttons are used when you add the Attachments button to a list page. The first button is used when the list page is displayed in the Microsoft Dynamics AX client. The second button is used when the list page is displayed in Enterprise Portal. The following procedure describes how to create the Attachments button for a list page in Enterprise Portal.

To add an Attachments button to a list page

  1. Create the web menu item that will be used for attachments. In the AOT, expand the Web > Web Menu Items > URLs node. Right-click the URLs node and then click New URL.

  2. Right-click the new web menu item and then click Properties.

  3. Set the following properties for the new URL web menu item:

    Property

    Value

    Name

    Supply a name that indicates what type of object attachments are being added to.

    Label

    Attachments

    HelpText

    View documents associated with the selected object. (Replace object with the name of the type of object that you are enabling attachments for.)

    URL

    Enterprise%20Portal/EPDocuList.aspx

    NormalImage

    10442

    ImageLocation

    EmbeddedResource

    PageDefinition

    EPDocuList

    WindowMode

    NewModal

  4. Save the changes for the new web menu item.

  5. Create a menu item that will be used for the Attachments button. In the AOT, expand the Menu Items > Display node. Right-click the Display node and then click New Menu Item.

  6. Right-click the new menu item and then click Properties.

  7. Set the following properties for the new menu item:

    Property

    Value

    Name

    Supply a name that indicates what type of object attachments are being added to.

    Label

    Documents

    HelpText

    View or attach documents to the selected activity.

    Object

    Select the form object for the main form of that type. For example, the FCMRooms form is the main form for the room object. Therefore that is the form that is selected.

    WebMenuItemName

    Select the web menu item that you created earlier in this procedure.

  8. Save the changes for the new menu item.

  9. In the AOT, expand the Forms node and locate the form that defines the list page to which you are adding the Attachments button.

  10. Expand the Designs > Design > ActionPane > ActionPaneTab node for the form.

  11. Typically, the ActionPaneTab for a list page has a ButtonGroup that is named AttachmentsGroup. Right-click this group and then click New Control > MenuItemButton.

  12. Right-click the new menu item button and then click Properties.

  13. Set the following properties for the new menu item button:

    Property

    Value

    Name

    EPDocumentsMenuItem

    HelpText

    View or attach documents to the selected record.

    DisplayTarget

    EP

    Text

    Attachments

    NormalImage

    10442

    ImageLocation

    EmbeddedResource

    ShowShortcut

    No

    Big

    Yes

    Primary

    Yes

    BackStyle

    Transparent

    DataSource

    Select the main data source for the list page.

    MenuItemName

    Select the menu item that you created earlier in this procedure.

  14. Save the changes for the form.

Entity overview pages in Enterprise Portal typically have an action pane that lets the user perform actions for the entity. To add an Attachments button to an entity overview page, you just add a web menu item to the web menu that defines the content that is used for the action pane.

To add an Attachments button to an entity overview page

  1. In the AOT, expand the Web > Web Menus node.

  2. Locate the web menu that defines the items in the action pane for the page.

  3. If it does not already exist, add a submenu that is named Attachments.

  4. Right-click the Attachments submenu and then click New > Menu item.

  5. Right-click the new menu item and then click Properties.

  6. Set the MenuItemName property to EPDocuListFromInfo.

  7. Save the changes for the web menu. When you view the entity overview page, the action pane will display the Attachments button.

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