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Microsoft Dynamics AX 2009 : Working with Forms - Adding a Go to the Main Table Form link

2/16/2012 3:14:49 PM
Go to the Main Table Form is a feature of Dynamics AX, which allows users to jump to the main record just by right-clicking on the field and selecting the Go to the Main Table Form option. It is based on table relations and is available for those controls whose data fields have foreign key relationships with other tables.

Because of the data structure integrity, this feature works most of the time. However, when it comes to complex table relations, it does not work correctly or does not work at all. Another example of when this feature does not work automatically is when the form control is not bound to a table field. In such situations, Go to the Main Table Form has to be implemented manually.

In this recipe, to demonstrate how it works, we will modify the Business relations form in the CRM module to make sure that the Employee filter at the top of the form allows users to use the Go to the Main Table Form feature from the context menu.

How to do it...

  1. 1. Open the smmBusRelTable form in AOT, and override jumpRef() of the EmployeeFilter control with:

    public void jumpRef()

    {
    EmplTable emplTable;
    Args args;
    MenuFunction menuFunction;
    ;
    emplTable = EmplTable::find(this.text());
    if (!emplTable)
    {
    return;
    }
    args = new Args();
    Go to the Main Table FormGo to the Main Table Formaddingargs.caller(element);
    args.record(emplTable);
    menuFunction = new MenuFunction(
    menuitemdisplaystr(EmplTable),
    MenuItemType::Display);
    menuFunction.run(args);
    }


  2. 2. To test the result, open CRM | Business Relation Details, make sure an employee number is specified in the Employee filter, and right-click on the filter control. Notice that the Go to the Main Table Form option, which will open the Employee form, is now available:

How it works...

Normally, the Go to the Main Table Form feature is controlled by the relations between tables. If there are no relations or the form control is not bound to a table field, then this option is not available. But, we can force this option to appear by overriding the control's jumpRef() method.

In this method, we have to add code that opens the relevant form. This can be done by creating, initializing, and running a FormRun object, but the easier way is to simply run the relevant menu item. In this recipe, the code in jumpRef() does exactly that.

First, we check if the value in the control is a valid employee number. If yes, then we run the Display menu item EmplTable with an Args object containing the proper employee record. The rest is done automatically by the system, that is, the Employee form is opened with the employee information.

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