How to use a View to Simplify Working with Query Classes in Dynamics AX

by | Updated August 15, 2016 | Development, Dynamics AX

Have you ever used a View to simplify working with Query classes in Dynamics AX? I have worked on a couple projects where my lookups were not working quite like I wanted them to when working with the Query classes. The problems specifically happened when I wanted to see data from a child table that was two, three or four levels deep. The lookup wouldn’t run or the data coming back into the lookup form would say ‘Unknown’. I thought to myself, it would be nice if the data I wanted to see was in one table and I would not need to do any joins using the Query classes. This is when I realized that using a custom View created in the AOT would be handy.

Let’s say I wanted to see data related to Project Contracts and their Customers that are associated with Projects in my lookup. (Physical table and field names in parentheses):

 

The customer name lives in DirPartyTable so this will require joining three tables to get to it:

To create the view in the AOT, you can choose a table based one or a query based one. If you want a query based one, then you create the query in the AOT first and then select it using the Properties window of the view object. This is an example of the CustBankAccountCrossCompanyView that is query based:

Chris R_Cust Bank Account

 

I used a table based query for this solution. The ProjTable will be the parent table and will join the other three tables I listed above. The view looks like this:

AOT Data dictionary views

 

Now that my view is defined in the AOT, I can now test it in a job or a custom lookup with X++. The following is a job that displays the data for a certain Customer number:

Note: There is only one QueryBuildDataSource required since the view joins the underlying tables behind the scenes.

 

Here would be a similar example of the job code in a method that would be used in a lookup filtering on a Customer number:

I hope this technique helps if you run across the same problems joining multiple QueryBuildDataSource objects when you need data from child tables.

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published.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

Upcoming Events

june

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

16jun10:00 am10:30 amHow AP automation can speed up month-end close in D365 Finance

17jun11:00 am12:00 pmConfab Live with Stoneridge – Real Time Marketing Strategies for Success

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

30jun10:00 am10:30 amAP Automation Checklist for a 2022 Rebound

30jun2:00 pm2:30 pmAchieving Success: How Technology Is Helping Nonprofits Thrive

july

01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

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