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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / NAV: Altenative C...
Microsoft Dynamics NAV (Archived)

NAV: Altenative Customized Forms ???

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Posted on by BeanCounter 195

Hi Folks,

I would like to insert alternative customized forms, of the "Sales Order"-form (Form #42), "Customer Card"-form (Form #21) and the "Item Card"-form (Form #30), in order to strip these alternative forms of a lot of un-necessary fields, thus making life a hell a lot easier for the end-user that will spend the days entering data into the forms.

I already know how to modify the existing forms. However, I would like to to keep those original forms un-modified (if needed in the future) and create stripped alternative forms instead.

I have learnt that it should be possible to make copies of the original forms that you then assign new form-numbers to. You should then be able to customize these alternative forms as per your needs.

Now I am wondering what the correct procedure is to create such alternative forms?

(running Nav 5.0 SP1)

 

/BeanCounter

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  • Daniel Rimmelzwaan Profile Picture
    Daniel Rimmelzwaan 3,485 on at

    You will always have access to the original from the backup file on your product disc, so reverting back is easy to do. I would just make all the changes you need to the actual forms, because this is YOUR system. The standard comes with all bells and whistles that are included in the base product, and you have the tools to customize.

    If you really want to keep the original in your database, I would make copies of the original forms, and make modification to the originals, so you don't have to modify access to those objects elsewhere. For instance, take the Item Card. Open it in design mode, click File, Save As, give it number 50000, name "Item Card x". Close and save. Open the regular Item Card and modify to your requirements. If you were to make the modifications to the new copy, you would also have to modify menusuite access to the new form, and anywhere else that the original form is used.

    Making changes to the original objects is always the easiest. Make sure you document everything.

  • Community Member Profile Picture
    Community Member on at

    Hi BeanCounter,

    Another reason (and the main one for me) to modify the original form is that the form is reference form different sources other than menus e.g. list forms, info panels

  • BeanCounter Profile Picture
    BeanCounter 195 on at

    OK, thank you very much for your input, I see your point.

    However, as regards the Sales Order Form, we will need both a customized version as well as as the traditional form.

    The customized form will mostly be used but sometimes the traditional form will be needed too.

    How do you solve this little "challenge" ?

     

    /BeanCounter

  • Daniel Rimmelzwaan Profile Picture
    Daniel Rimmelzwaan 3,485 on at

    In that case you modify the original one for the most used case, and you create a new copy of it for the special cases, and you will need to find a way to change the path to that custom form for those special cases. You can control this by creating a menusuite for those special cases and managing user level access to those menus.

  • Community Member Profile Picture
    Community Member on at

    Another train of thought that we used was simply create a new tab that held all the fields we needed to fill in.

    This saved the enduser time entering data beacuse it was all in one place.  We actually call the tab Add/Change.

    I then locked down the other tab fields with editable no.  They're still there if we ever need them.

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