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How to: Create an Info Part

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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following steps describe how to create an info part that appears in the FactBox pane of a form. These steps use the default permissions to help secure access to the tables and server methods. For more information about how to set permissions for an info part, see Security Permissions Properties for an Info Part.

To Create the Info Part

  1. In the AOT, click Parts, right-click Info Parts, and then click New Info Part. A part is added to the Info Parts node.

  2. Click the new info part. In the property sheet, click the Name property and specify a name that uniquely identifies the info part.

  3. Click Query and then select the query to use to obtain the data fields for the part.

  4. Click Caption, and then select the label. This label will appear in the title bar of the FactBox.

To Add Groups and Fields

  1. Click Layout. In the property sheet, click ShowMore and then click Yes. This property adds More as a link at the bottom of the FactBox.

  2. Click ShowMoreDataSource and select a data source. The FormRef property of the main table of the selected data source specifies the form that opens when you click the More link in the FactBox.

  3. To organize the data fields that appear in the FactBox, add one or more groups to the info part. To add a group, right-click Layout, and then click New Group.

  4. For each group in the Layout node, click the group and supply values for the following properties.

    Property

    Value

    Name

    Specify a name that uniquely identifies the group.

    Caption

    Select a label that describes the group.

    ShowCaption

    If you want the label in the Caption property to appear in the FactBox, click Yes.

    Repeating

    If you want the data fields in the group to appear as a data grid, click Yes. If you click No, the FactBox shows the data fields as a list of name and value pairs.

  5. Each group in the info part must have one or more data fields. To add a field, right-click the group, and then click New Field. For each field you add to a group, click the field, and then supply values for the following properties.

    Property

    Value

    Name

    Specify a name that uniquely identifies the field.

    Label

    Select the label you want to appear with the data field. If you leave the Label property empty, the FactBox uses the field label from the data source.

    DataSource

    Click the query data source that contains the data field or data method to use to get the data value that appears in the FactBox.

    DataField

    Select the name of the field that has the value that you want to appear in the FactBox. If you specify a field, you cannot use the DataMethod property.

    DataMethod

    Select the name of the method that provides the value that you want to appear in the FactBox. If you specify a method, you cannot use the DataField property.

    Style

    Select the text style to use when the field appears in the FactBox.

To Add an Action

  1. Right-click Actions, and then click New Action.

  2. Click the action, click the Name property, and then enter a name that uniquely identifies the action.

  3. Click the MenuItemType and select the type of menu item associated with the action you want to perform. For example, click Display to select from the menu items listed in the Menu Items > Display node of the AOT.

  4. Click MenuItemName and then click the menu item that you want to use.

  5. Right-click the info part and then click Save.

See also

How to: Create a Part for a Preview Pane

Info Parts

Parts

FactBox Panes

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