Thursday, 26 February 2015

Creating a factbox in a list page in AX 2012

Today I want to create a factbox which shows only the open orders in purchTableListPage.

Query :

  • First of all create a new query PurchOpenStatus with the datasources vendTable and PurchTable.
  • PurchTable has joinmode inner join and fetchmode 1:n with relations yes.
  • Important to note that whenever you add a datasource to a query set the dynamic property on fields to yes so that all the fields are visible here.
  • As I want to get only the open orders details in the factbox i need to add a range on the purchTable datasource with purchStatus and value open order.

Parts :

  • The next step is to create a part PurchOpenStatusPart and the newly created query in the properties window.
  • On the orders and set the datasource as VendTable, repeating yes and  showCaption yes.
  • Right click on the orders and add the fields purchId, status and createdDate with the datasource as purchTable and the respective datafields and datamethods.

MenuItem :

  • Now drag this infopart into display menuitem.

Add factbox to listPage:

  • Drag this menuitem into the parts node of PurchTableListPage and set the required datasource and datasourceRelation.

      Save your changes and your factbox should be visible on the form


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