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© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
MURRAY FIFE
DYNAMICS AX 2012 TIPS & TRICKS
ADD ADDIT...
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
ADD ADDITIONAL FIELDS TO
PREVIEW PANES TO SAVE ON
DRIL...
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Copyright© 2014 Murray Fife
All RightsReserved
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
What You Need For This Guide
All the examples shown in...
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© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
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© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Add Additional Fields To Preview
Panes To Save On Dr...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
To start off thoughy...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Thenright-mouse-clic...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Whenthe Personaliza...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Thiswill openupAOT ...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
The Preview Pane is...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Now openupthe full ...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Now scroll downandf...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Now youcan openup t...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Scroll throughthe f...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Thiswill openupthe ...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
To add a field,just...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Now all youneedtodo...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Now whenyoureturnto...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
You can take thisto...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Thisgivesyouevenmor...
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
The Tips & Tricks s...
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TIP & TRICKSFOR DYNAMICSAX 2012
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TIP & TRICKSFOR DYNAMICSAX 2012
© 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
Murray Fife is a Mi...
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Add Additional Fields To Preview Panes To Save On Drill Throughs Within Dynamics AX

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The Preview Panes within the Dynamics AX clients are great ways to browse view the data within the record that you have currently selected, and allow you to quickly scan through the information within your records. But not all information is shown on the preview page – hence the name. But you don’t have to resort to drilling into the records each time if you are always trying to find specific pieces of data – you can personalize the preview panes just like any other form in the system and add your key fields there.
It’s like having your own pair of X-Ray glasses… except you don’t look so goofy.

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Add Additional Fields To Preview Panes To Save On Drill Throughs Within Dynamics AX

  1. 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS ADD ADDITIONAL FIELDS TO PREVIEW PANES TO SAVE ON DRILL THROUGHS
  2. 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  3. 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com ADD ADDITIONAL FIELDS TO PREVIEW PANES TO SAVE ON DRILL THROUGHS BY MURRAY FIFE
  4. 4. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Copyright© 2014 Murray Fife All RightsReserved
  5. 5. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center or deployed through LifecycleServices. The followinglistof softwarefrom the virtual imagewas leveraged within this guide: • MicrosoftDynamics AX 2012 R3 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at legal@dynamicsaxcompanions.com with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at help@dynamicsaxcompanions.com if you arehavinga problem with any aspectof the book, and we will do our best to address it. Preface
  6. 6. 6 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  7. 7. 7 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Add Additional Fields To Preview Panes To Save On Drill Throughs The Preview Paneswithinthe DynamicsAXclientsare greatwaystobrowse view the data withinthe recordthatyouhave currentlyselected,andallow youtoquicklyscan throughthe informationwithinyourrecords. Butnotall informationisshownonthe preview page –hence the name. But youdon’thave to resortto drillingintothe recordseach time if youare alwaystryingto findspecificpiecesof data– you can personalizethe preview panesjustlikeanyotherforminthe systemandaddyour key fieldsthere. It’slike havingyourownpairof X-Rayglasses…exceptyoudon’tlooksogoofy.
  8. 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com To start off thoughyouneedtodo a little bitof detective workinordertofindout where the Preview Paneisdefined. Startoff byopeningupyourformwiththe Preview Pane thatyouwanttochange. Add Additional Fields To Preview Panes To Save On Drill Throughs
  9. 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenright-mouse-clickonthe listpage andselectthe Personalize option. Add Additional Fields To Preview Panes To Save On Drill Throughs
  10. 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe Personalizationdialogbox isdisplayed,switchtothe Informationtab and clickon the Edit buttontothe rightof the Form Name field. Add Additional Fields To Preview Panes To Save On Drill Throughs
  11. 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupAOT andtake youstraighttothe formdefinition. Add Additional Fields To Preview Panes To Save On Drill Throughs
  12. 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Preview Pane isaPart thathas beenassociatedwiththe form. Expandoutthe Parts folderandyouwill be able tolocate the PreviewPane componentprettyeasily. Whenyouselectit,lookinthe Propertiespanel andyouwill see thatitisassociated witha MenuFormName. Note thatmenuformdown. Add Additional Fields To Preview Panes To Save On Drill Throughs
  13. 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now openupthe full AOT tree,expandoutthe MenuItemsnode andthenthe Display folder. Add Additional Fields To Preview Panes To Save On Drill Throughs
  14. 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now scroll downandfindthe menuitemthatisreferencedbythe Preview Pane part, and lookinthe Objectfieldwithinthe Propertiespanel. Thiswilltell youthe actual formthat containsthe PreviewPane details. Add Additional Fields To Preview Panes To Save On Drill Throughs
  15. 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now youcan openup the Forms groupwithinAOT. Add Additional Fields To Preview Panes To Save On Drill Throughs
  16. 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Scroll throughthe formsandfindthe one that isreferencedbythe MenuItem,right- mouse-clickonitandselectthe OpenNewWindowoption. Add Additional Fields To Preview Panes To Save On Drill Throughs
  17. 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thiswill openupthe formbyitself withinAOTand make ita little easierworkwith. If youexpandoutthe nodeswithinthe formyouwill seeall of the fieldsthatare displayedwithinthe preview pane. Add Additional Fields To Preview Panes To Save On Drill Throughs
  18. 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com To add a field,justfinditwithinthe Fieldsgroupandthendragand dropit intothe displaygroupthatyouwantto show itin. Add Additional Fields To Preview Panes To Save On Drill Throughs
  19. 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now all youneedtodo issave the form(CTRL+S) and thenletAOTdo itsstuff. Add Additional Fields To Preview Panes To Save On Drill Throughs
  20. 20. 20 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now whenyoureturnto the formyou will see yournew fieldisshowninthe Preview Pane. Add Additional Fields To Preview Panes To Save On Drill Throughs
  21. 21. 21 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com You can take thisto the nextlevel if youlikeandcreate additional fieldgroupsand addingnew relatedfieldstoit. Add Additional Fields To Preview Panes To Save On Drill Throughs
  22. 22. 22 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thisgivesyouevenmore informationasyouare perusingyourdata. All thiswithoutasingle line of code. How easyisthat? Add Additional Fields To Preview Panes To Save On Drill Throughs
  23. 23. 23 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  24. 24. 24 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  25. 25. 25 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  26. 26. 26 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  27. 27. 27 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Murray Fife is a MicrosoftDynamics AX MVP, and Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About the Author

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