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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / What's best practi...
Small and medium business | Business Central, N...
Answered

What's best practice for accessing the current record / fields that runs a Codeunit?

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Posted on by Community Member

I would like to create a Job record while on an Opportunity, and would like to copy some of the fields from the Opportunity record to the new Job record.

In the example below, I have created a new Codeunit - however, as you can tell, the description field will be blank.

codeunit 50100 OpportunityToJob
{
    trigger OnRun()
    begin
        newJob.INIT;
        newJob.Description := '';
        newJob.INSERT;
    end;

    var
        newJob: Record Job;
}

Now on the Opportunity card, I have created an action to run my Codeunt.

pageextension 50113 UpdateOpportunityCard extends "Opportunity Card"
{
    actions
    {
        addlast(reporting)
        {
            action(CreateQuotingJob)
            {
                Caption = 'Create Job';
                ApplicationArea = All;
                Image = Job;
                trigger OnAction();

                begin
                    OpportunityToJob.Run();
                end;
            }
        }
    }

    var
        OpportunityToJob: Codeunit OpportunityToJob;
}

My question is, how can I set the description field of the new Job to the Opportunities description value when running my codeunit? Is it possible to pass the entire record in as a parameter of OpportunityToJob?

Thanks!

  • Community Member Profile Picture
    Community Member on at
    RE: What's best practice for accessing the current record / fields that runs a Codeunit?

    For anyone struggling as much as I was, I've solved the auto-numbering with

    NoSeriesMgt: Codeunit NoSeriesManagement;

    and

    newJob."No." := NoSeriesMgt.GetNextNo('J-JOB', 0D, true);

  • Community Member Profile Picture
    Community Member on at
    RE: What's best practice for accessing the current record / fields that runs a Codeunit?

    Thanks! One last question - the new Job record always uses '' as it's No. value - I assumed it would use the next value in the Job No. Series. How do I set the new Job record to use the next number in series?

  • Verified answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    Teddy Herryanto (Th... 13,695 Moderator on at
    RE: What's best practice for accessing the current record / fields that runs a Codeunit?

    Sorry. It should be Rec because you are calling it from the Opportunity Card. You can setup Job as part of the parameter.

    codeunit 50100 OpportunityToJob

    {

      procedure createNewJob(Opportunity:Record "Opportunity"; var newJob: Record Job)

      begin

          newJob.INIT;

          newJob.Description := Opportunity.Description;

          newJob.INSERT;

      end;

    }

    pageextension 50113 UpdateOpportunityCard extends "Opportunity Card"

    {

      actions

      {

          addlast(reporting)

          {

              action(CreateQuotingJob)

              {

                  Caption = 'Create Job';

                  ApplicationArea = All;

                  Image = Job;

                  trigger OnAction();

                  var

                        OpportunityToJob: Codeunit OpportunityToJob;

                        NewJob: Record Job;

                  begin

                      OpportunityToJob.createNewJob(Rec,NewJob);

                  end;

              }

          }

      }

    }

  • Community Member Profile Picture
    Community Member on at
    RE: What's best practice for accessing the current record / fields that runs a Codeunit?

    Thanks TeddyH  - that's getting me a lot closer. It doesn't seem to like OpportunityToJob.createNewJob(Opportunity) as the Opportunity parameter hasn't been declared anywhere?

    I'm also wondering how I can get access to the Job.No value after INSERT is ran, so I might set a RelatedJob field on the opportunity.

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    Teddy Herryanto (Th... 13,695 Moderator on at
    RE: What's best practice for accessing the current record / fields that runs a Codeunit?

    You can create a new procedure with parameter inside that codeunit. Example below.

    codeunit 50100 OpportunityToJob

    {

       procedure createNewJob(Opportunity:Record "Opportunity")

       var

           newJob: Record Job;

       begin

           newJob.INIT;

           newJob.Description := Opportunity.Description;

           newJob.INSERT;

       end;

    }

    pageextension 50113 UpdateOpportunityCard extends "Opportunity Card"

    {

       actions

       {

           addlast(reporting)

           {

               action(CreateQuotingJob)

               {

                   Caption = 'Create Job';

                   ApplicationArea = All;

                   Image = Job;

                   trigger OnAction();

                   begin

                       OpportunityToJob.createNewJob(Opportunity);

                   end;

               }

           }

       }

       var

           OpportunityToJob: Codeunit OpportunityToJob;

    }

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