How to: Redesign List Forms for Individual Document Types

Microsoft Dynamics Nav 2009

The RoleTailored client does not support pages that are created by filtering the page view based on the document type. For example, in the Classic client, when you view form 42, Sales Order, the form view is the result of filtering the source table for documents whose type is Order. Before you transform forms to pages, if you have list forms that refer to the same source table and display a filtered set of records from that source table, you should redesign the list forms into separate list views. You do this by creating individual forms for each filtered view. Lists that you must split into separate list forms are typically those that relate to documents and analysis views, such as Sales List, Purchase List, Service List, Registered Warehouse Receipts, and Analysis Reports.

This topic describes how to create a new list form for each filter by copying the original list and than changing the SourceTableview property from WHERE(Document Type=FILTER(<the given doc type or domain area>)) to WHERE(Document Type=CONST(<the given doc type or domain area>)).

The following illustration shows the six separate, redesigned list forms in Object Designer that are each based on the same source table as the Sales List form.

Dd338643.Local_-1710353275_nav_plat_objdesignersixsaleslists(en-us,NAV.60).gif

To redesign a list form for individual document types

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

  2. In Object Designer, click Form, and then click New.

  3. In the New Form window, in the Table drop-down list, select the table on which the list form that you are redesigning is based.

  4. In the New Form window, under Form, select Create a form using a wizard, select Tabular-type form, and then click OK.

  5. In the Tabular-type Form Wizard, select the fields that you want to include on the form, and then click Finish.

  6. Close Form Designer. In the dialog box, click Yes to save changes to the form.

  7. In the Save As window, enter an ID and a Name for the new form. Confirm that the Compiled check box is selected, and then click OK.

  8. In Object Designer, select the form that you created, and then click Design.

  9. Click the View menu and then click Properties.

  10. In the Properties window, copy the values from the list form that you are redesigning.

  11. In the SourceTableView field, enter the following value:

    WHERE(Document Type=CONST( <document type or domain area> ))

    For example, if you are redesigning the Sales Quote List, the SourceTableView field is the following:

    WHERE(Document Type=CONST(Quote))

  12. Repeat steps 2 through 11 for each filtered list that you want to create.

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