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How to: Create a Part for a Preview Pane

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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 preview pane of a list page. The preview pane in this example shows a header and related lines. You can also use groups to create a preview pane that shows data fields in up to three columns. The following 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.

    Tip

    To easily identify that the info part is being used for a preview pane, add PreviewPane to the end of the name.

  3. Click Query and then select the query that includes the data fields that you want to appear in the preview pane. The query you use must include a data source for the header fields and a data source for the lines associated with the header. For example, the query named ReturnTableListPagePreviewPane contains data sources for both sales headers and sales lines.

To Add the Header Group and Fields

  1. To add a group, right-click Layout, and then click New Group.

  2. Click the group, click the Name property, and then specify a name that uniquely identifies the group.

  3. Click DataSource, and then select the name of the data source that contains the data fields you want to appear in the preview pane. For example, if you had chosen the ReturnTableListPagePreviewPane query, you would choose SalesTable because it is the data source that contains the header information.

  4. To specify a title field that appears at the top of the preview pane, right-click the group, and then click New Field. Click the new field and supply values for the following properties.

    Property

    Value

    Name

    Enter Title.

    DataSource

    Select the query data source that contains header information. Use the same data source that you specified for the group.

    DataField or DataMethod

    Select the field or method from the data source that you want to appear in the title of the preview pane. Use a method if you want the title to include values from more than one field.

    Note

    To use data from more than one field, add a method to the data source table that assembles and returns the information that you want to appear in the title.

    Style

    Click TitleField.

  5. To add fields to the group, right-click the group, and then click New Field. For each field you add to the group, supply values for the following properties.

    Property

    Value

    Name

    Specify a name that uniquely identifies the field.

    DataSource

    Specify the data source. Use the same data source you specified for the group.

    DataField

    Select the field you want to appear in the preview pane.

To Add the Lines Group and a Data Grid

  1. Right-click Layout and then click New Group.

  2. Click the group, click the Name property, and then specify a name that uniquely identifies the group.

  3. Click DataSource, and then click the name of the data source that contains the line fields. For example, click SalesLines from the ReturnTableListPagePreviewPane query.

  4. Click Repeating and then click Yes. If you set Repeating to Yes, the data fields you add to the group appear as a data grid.

  5. Add the fields that you want to appear as columns in the grid. To add a field, right-click the group, and then click New Field. For each field you add to the group, supply values for the following properties.

    Property

    Value

    Name

    Specify a name that uniquely identifies the field.

    DataSource

    Select the data source that contains the data field. Use the same data source you specified for the group.

    DataField

    Select the field that you want to appear in the preview pane grid.

    DataMethod

    Specify the method of the data source that supplies the value that appears in the grid.

    Label

    Select a label for the column heading. If you do not specify a label, the column heading uses the column name from the table.

  6. Right-click the part and then click Save.

See also

How to: Create an Info Part

Info Parts

Parts

FactBox Panes

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