Forms
A form
is a window that you open from the Microsoft Dynamics AX client workspace that
shows information and enables you to perform actions.
There are seven
different predefined form templates.
§ ListPage
§ DetailsFormMaster
§ DetailsFormTransaction
§ SimpleListDetails
§ SimpleList
§ TableOfContents
§ Dialog
§ DropDialog
ListPage Main entry in
to a module.
DetailsFormMaster View
and edit master data.
DetailsFormTransaction View and
edit transactional and worksheet data.
SimpleListDetails Reference
and setup data.
SimpleList Basic
inquiry.
TableOfContents Module
configuration parameters.
Dialog Quick
user interaction.
ListPage – A list page is a form that
displays a list of data related to a particular entity or business object. A
list page provides provisions for displaying data and taking actions on this
data. Every module has at least a couple of list pages. List pages are further
classified as primary and secondary list pages. A secondary list page will only
display a subset/Details of data from the primary list page. Example,
CustTableListPage, VendTableListPage, ProjProjectsListPage. Best practice is to
have ListPage as a suffix in the name of the form for all list pages.
DetailsFormMaster: This template is
used for forms which display data for stand-alone entities or business objects.
Example includes Customers, Vendors, and Projects etc. If you look at the forms
for these, i.e. CustTable, VendTable, ProjTable, their style property will be
set to DetailsFormMaster.
DetailsFormTransaction: This template is
used for forms which display data for entities which have child records
associated with it. In other words, if the data being displayed is header-lines
type in nature, use this template. Example, Sales orders, Purchase orders etc.
If you look at the style property of SalesTable, VendTable, their properties
will be set to DetailsFormTransaction.
SimpleListDetails – This template is used to display primary fields in a list and
detailed data in a tab page. This style is useful to view all records in a form
and selecting a particular record will bring up their details. Example includes
HcmSkillMapping, etc.
SimpleList – This
template is a very basic form which displays data in a grid. No extra or fancy
detail is displayed. This style is best suited for forms where data being shown
is not very detailed in nature or has limited fields. Example includes
AifAction, etc.
TableOfContents – This
template is the new style which should be adopted for all parameter forms in
Dynamics 365. Take a look at any parameters form and its style property will be
set to TableOfContents. This style sets all the tabs as a hot link in the left
hand side navigation pane. Clicking on the link will bring up the controls on
that tab page. This style is a very neat and appealing UI design which is
surely welcome. Example includes Custparameters, vendparameters, etc.
Dialog – This template is used on
forms which show static data or are intended to capture some user input for
further actions. These forms are mostly modal in nature and should be dismissed
before any further actions can be taken.
DropDialog – This
template is used for forms that are used to gather quick user inputs to perform
an action. Drop dialog forms are generally attached to an action pane button.
They appear to be dropping from the menu button when clicked. Example includes
HcmWorkerNewWorker, .
Examples:
ListPage Accounts receivable > Common > Customers > All
Customers
DetailsFormMaster Accounts receivable
> Common > Customers > All Customers > Edit
DetailsFormTransaction Sales and
marketing > Common > Sales Orders > All sales orders > Edit
SimpleListDetails General ledger
> Setup > Currency > Currencies
SimpleList Master planning >
Inquiries > Processes > Planned orders log
TableOfContents Accounts payable
> Setup > Accounts payable parameters
Dialog Product information management
> Products > Products > New product
.
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