AX7/D365/Operations: Create Details Master pattern form

AX7/D365/Operations: Create Details Master pattern form

Purpose:

The purpose of this document is to demonstrate how we can develop a Details Master form in Dynamics 365 for Operations. While doing so, it also shows how to apply the new form patternsand subpatterns.

Please note that the new Details Master pattern (Dynamics 365 for Operations) obsoletes the older ListPage pattern (AX 2012).

Prerequisites:

• Access to Dynamics 365 for Operations instance via remote desktop.
• To be provisioned as an administrator for the instance.
• Visual Studio project, model, package have been created.
• Custom table MAKInventRawMaterial has been created in the project.

Business requirement:

Ability to maintain records in a grid and detail view within the same form.

Development:

1. Click Ctrl+Shift+A to add new item to the project.
2. Navigate to User Interface > Form. Give a suitable name, MAKInventRawMaterial.

3. Drag and drop MAKInventRawMaterial table from the project to the Data Sources node.

4. Right-click Design node. Click Apply pattern > Details Master.

5. Once the pattern gets applied, open the Pattern pane to see the missing controls which need to be added to comply with the pattern.

6. Add the identified missing controls to the Design node in the same order as shown in the pattern tab.

7. As you can see after adding the required controls the violations have been but still there are some warnings.
8. Navigate to FormGroupControlNavigationList to view its Pattern tab. We still have missing controls for our Navigation List control.

9. Adding the identified missing controls resolves the pattern issues.

10. Repeat steps 6 – 9 till all the pattern and subpattern issues have been resolved by adding the missing controls. At the end of the process, you will have a completed form ready to add data source fields to.
11. Add the following field groups to the Details panel from data source table.

12. Add the AutoReport field group to the Grid control of the Grid panel.

13. Navigate to FormCommandButtonControl and set Command property to DetailsView.

14. Navigate to FormGridControl and set Default Action property to the FormCommandButtonControl.

15. Right-click Project > Forms > MAKInventRawMaterial. Click Set as Startup Object.

16. Select project in your Solution Explorer and click Start in Visual Studio.
17. You should be able to see your form in action in the browser.
18. Grid view.

19. Details view.

Dynamics AX 7 Development I – Create a model(AX 7)

Dynamics AX 7 Development I – Create a model

With the recent release of AX7 CTP8 public preview there are a lot of things to learn. I thought I would do some basic series of tutorials to explain a few concepts and how to get around for developers.

In this first one I will explain how to create a model.

Click on Dynamics AX > Model Management > Create model

Follow the wizard by entering a name and a publisher

This is very important if you want to create extensions or if you want to customise existing functionality by over-layering (which we try to avoid as much as we can).

After you finished you can create a new project in that model.

In the Application Explorer there are two views

• Model View – Shows the AOT divided into its models. Each model has its own subset of the AOT (elements that belong in the model)
• Classic View – Shows a single AOT classic view we are used to

You will notice in the Packages folder that the model folder was created under the application suite.

Good reference material available under the wiki site

https://ax.help.dynamics.com

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