Creating a Default Lookup Form with Filter in Dynamics AX

by | Jul 28, 2016 | Development, Dynamics AX

When working in Microsoft Dynamics AX have you ever found yourself reusing or copy/pasting the same code to create the same lookup over and over to custom forms and/or report parameters? Have you ever been asked if you could modify the lookup form to allow for filtering?  If the answer is yes, then you may be interested in creating a default lookup form with filter in Dynamics AX.

The standard lookup forms are usually nothing more than a grid. However, you can get as creative as you want with them to allow for fact showing when a record is selected or whatever else you can imagine that you would want to see on your lookup form. (A great example of a very functional and informative standard AX lookup form is the HCMWorkerLookup form.)

The following is a simple example of how to create a lookup form with the option to filter with prepopulated combo box values.

Create Extended Data Type

  • Create a new EDT type of string.
  •  Name: DinosaurName
  •  StringSize: 20

Project Default Lookup

Create Enum

  • Create a new base enum
  • Name: DinosaurMealPlan
  • Add 3 new elements
  1. Name: All
  2. Name: Herbivore
  3. Name: Carnivore

Project Default Lookup Examples

Create table and fields

  • Create new table
  • Name: Dinosaurs
  • Add 2 new fields
  1. Create Field type of type string
  • Name: DinosaurName
  • EDT : DinosaurName

2. Create field of type enum

  • Name: DinosaurName
  • EnumType : DinosaurName

Project Default Lookup Examples

Add data to table

We need some data to play with so insert the following values into the newly created Dinosaurs table.

Table

Create a Form

The first thing you need to do is to create a basic form.

Project Default Lookup Designs

Set form design properties

Now we need to set the design properties on the form so it behaves like a standard lookup. The following design properties need to be change.

  1. Frame: Border
  2. AlwayOnTop: Yes
  3. HideToolbar: Yes
  4. Style: Lookup

Add form groups

We want our grid to be separated from the drop down we will use the fileter the data. So we need to add two groups.

  1. Group will contain a grid
  • Name: MainArea

2. Group will contain our combo box

  • Name: Filter
  • Top: Top edge (this will allow our combo box to be displayed on the top left of the form)

Project Default Lookup Design

Add a Grid to design

  • Add grid to our group “MainArea”
    • DataSouce: Dinosaurs

Project Default Lookup Examples

Add a combo box to design

  • Add combo box to our group “Filter”
    • Name: cmbDiet
    • AutoDeclaration: Yes
    • EnumType: DinosaurMealPlan

Project Default Lookup Group Filter

Add form Data Source(s)

Drag the Dinosaurs table we created earlier to the data sources object on the form.

Project Default Lookup Example

Set form Data Source(s) Properties

The data source(s) properties need to be update as listed below.

  1. AllowEdit: No
  2. AllowCreate: No
  3. AllowDelete: No
  4. InsertAtEnd: No
  5. InsertIfEmpty: No

Add data source field to form grid

Now that we have our data source added let add one of its fields to our grid.

  1. Drag the filed DinosaurName to the grid on the form
  2. Update properties on newly add grid control
  • AutoDeclaration: Yes

Project Default Lookup Data Dictionary

Modify Form Methods

Now we need to modify the forms methods to give the functionality of a lookup form.

Init method

Now we need to override the forms init() to tell the form which control will be used as the selected value.

Run method

We want to override the forms run() to allow filter to behave properly in the AX environment

 

Create form method

We will create a new method called updateQuery() to handle changes to our data sources query when the filter criteria changes in our combo box.

Modify data source method

We will override the Dinosaurs data source method executeQuery() to allow for our updates to the querys data sources ranges.

This will utilize the updateQuery() that we created in the form.

 

Modify Form Control methods

We need to override the method selectionChange() on the combo box with the following code.

Whenever a user changes their selection in the combo box it will update our query and thus change the look form to reflect their selection.

Add as default lookup from for Extended Data Type ( EDT )

Ok, so now we are at the whole reason I started this article. I initially was not aware that you could assign a created lookup form to an EDT. Wow? Who cares, right? We should care because this allows us to better follow the DRY (Don’t repeat yourself) principle. Which of course helps with maintainability and reusability.

This comes in really handy when you are doing data contract classes for reports. Especially if you are doing a lot of custom reports that are using the same EDT as a parameter.  This allows you to reuse the lookup form without much extra code if any. Also if you don’t require any further complexity to the report parameters, then it also saves you from having to create a UIBuilder class to allow lookups for the parameters.

To set the lookup form as your lookup for the EDT set the following property on the selected EDT.

  • FormHelp: DefaultLookup

Call form from a lookup event

You can also call this from if you are overriding a lookup method on a form.

Below is an example of how you can accomplish this.

 

Now go implement the lookup form that was created and it should look like the images below.

Filter choices

Filter Choices

Carnivore filter selected

Filter selected

And there you have your lookup form with filter in Dynamics AX.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

april

08apr10:00 am10:30 amLicensing Preparedness for Dynamics 365 Customer Engagement

08apr12:00 pm1:00 pmMaking Project Information Management (PIM) a Priority

08apr2:00 pm2:30 pmFeatures in the Spring Release of Dynamics 365 Customer Engagement Users Can Take Advantage of Immediately

09apr11:00 am12:00 pmConfab With Stoneridge - Livestream - Portals

13apr11:30 am12:30 pmStoneridge Connect Online Keynote: Business Transformations Throughout History

14apr8:00 am5:00 pmStoneridge Connect Online - Day 1

15apr8:00 am5:00 pmStoneridge Connect Online - Day 2

15apr1:15 pm5:00 pmWhat’s New for Developers in Dynamics 365 Finance and Supply Chain Management – Online Workshop

16apr8:00 am5:00 pmStoneridge Connect Online - Day 3

22apr11:00 am12:00 pmPower BI and Reporting with Dynamics 365 Business Central

22apr2:00 pm2:30 pmNew Features for Power Apps Users

23apr11:00 am12:00 pmConfab With Stoneridge - Livestream - Internet of Things (IoT)

29apr10:00 am11:00 amStreamlining Customer Service and Enabling Your Sales Team with a Self-Service Portal

29apr12:00 pm12:30 pmUpdates to the Dynamics 365 Customer Engagement User Experience - What Technical Resources Need to Know

may

06may12:00 pm12:30 pmPower Apps Telemetry and AI Builder - Power Platform Updates

06may2:00 pm2:30 pmImprove Customer Experience with a Mobile Workforce Management Solution

07may11:00 am12:00 pmConfab With Stoneridge - Livestream - Manufacturing

13may12:00 pm1:00 pm3 Simple Sets Your Business Can Take to Embrace the Future of B2B E-Commerce

21may11:00 am12:00 pmEnterprise Asset Management and Manufacturing

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X