Monday, 6 July 2015

Add a Button For Document Handling on a new AX form

I) To add this functionality you may need to perform following steps. 

Step 1. Open your form in AOT and Go to from Design node. 

Step 2. Add new button group under ActivePanTab. 

Step 3. Add new command button under this new button group. 

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Step 4. Set following properties of this button 

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Now you need to do one functional setup for this new customization 

Step 5: Open below from 
 Organization administration/SetUp-> Document Management -> Active Document Table 

Step 6: Add your table details here and click on Always enable. 

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Step 7: So its done now. 
Open your form and click on Attachment button , below form must open. 

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II)   Add Menu Item and Pass Datasource :

1.Add a menu item Button in Button Group
2. Set Button Group Property Datasource - with Form Datasource ( main )
3. Attachment - Image ( 2505)
4. MenuItemType- Display
5. Menu ItemName-DocuView
6. Check the DocuRef table and your table is related with Refrecid and RefTableid.

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