Technical Episode 8
Technical Episode 8
SETUP FORM
TECHNICAL
EPISODE 8
USING X++
CREATING A PARAMETER FORM
• We have three types of menu items:
• Display, Output, and Action.
✓ Display is used to add forms,
✓ Output is used for reports,
✓ and Action is used for classes.
✓ Menu items are also added as privileges to the security system. Users that aren't administrators will not be
able to see the menu items unless they are assigned a role, duty, or privilege that gives them access to the
menu item's required access level.
CREATING A MENU ITEM
• Choose to add a new item to the project.
• Select User Interface from the left-hand pane and Display menu item from the right-hand pane.
• Give the menu item the same name as the form; in this case, ConVMSParameters.
• Use the label from the table (vehicle management parameters). It is also OK to use the label
@SYS7764 as the Label property, but having a label enhances the search experience when users try
to find your form through the search feature.
• Create a help text label for maintaining the vehicle management settings and number sequences.
Assign the ID to the HelpText property.
• Enter ConVMSParameters for the Object property.
• The ObjectType property is a Form by default, so this is correct.
• Save the menu item and open the ConVMSParameters table and then enter ConVMSParameters into
the Form Ref property.
• Finally, open the ConVMSVehicleManagement menu and drag the ConVMSParameters menu item
on top of the Setup node.
• Save and close the open tabs.
TO CREATE A FORM, FOLLOW THESE STEPS
• Choose to add a new item to the project.
• Select User Interface from the left-hand pane and Form from the right-hand pane.
• Name the form as per the table's name; in this case, ConVMSVehicleGroup.
• Drag the ConVMSVehicleGroup table from the project onto the Data Sources node of the form
designer.
• Use the same label that you used for the table for the Caption property of the Design node.
• Set the Title Data Source and Data Sources properties to the table name, that is,
ConVMSVehicleGroup.
• Apply the Simple List pattern to Design (right-click and choose Apply Pattern | Simple List)
• Add an ActionPane control; rename this FormActionPaneControl as there will only be one on this
form.
• Reselect the Design node. The pattern highlights that we need a Custom Filter Group, which is a
Group control. So, add a new control of the Group type.
• Rename the control CustomFilterGroup for ease of reference.
TO CREATE A FORM, FOLLOW THESE STEPS
• We can see that the new group control needs a pattern; assign Custom and Quick Filters.
• Now, we need to go even further. The pattern highlights that we must have one
QuickFilterControl. Right-click on the CustomFilterGroup control and choose New |
QuickFilterControl.
• Right-click on the Design node and select New | Grid.
• We can rename the control FormGridControl as there will only be one grid control with this
pattern.
• The Data Source property does not inherit from the parent node. We must specify this as
ConVMSVehicleGroup.
• We created an Overview field group for this table, so set the Data Group property to Overview.
TO CREATE A FORM, FOLLOW THESE STEPS
• Go back to the QuickFilter control and set Target Control to the grid control's name and
Default Column to the desired default control of the target control.
• Double-check the pattern pane for errors and save the form.
• Next, create a menu item using the same name as the form and the same label that we used in
the Caption property.
• Fill in the table's Form Ref property with the menu item name.
• Finally, add the menu item to the setup menu so that it lies under the Parameters menu item