AX User 101 – Tips and Tricks for Using AX

A few months ago I wrote a series of posts on things I wish somebody had told me as an X++ developer right at the beginning of my explorations into the world of Dynamics AX. Today I want to start on a new list, one prompted by years of looking over the shoulders of users and realizing that many of the very basic navigation tools that I know and take for granted are often not taught to or effectively utilized by users.

For example I’ve seen way too many users copying field data on one form E.G. Employee Id on Purchase requisition and then navigating to the Employee form to go and search for it instead of simply right clicking and then clicking view details.

The target audience of this series is not seasoned users of AX (although you may benefit too) but rather new users wanting a quick centralized list of tips and tricks that can be used to make your usage of Dynamics AX that much more efficient. Where possible I have will try to link the tips to pre-existing blog posts from other experts rather than than create yet more of the same AX posts for the web.

Navigation (Using the interface).

  1. Drilling down to parent/source records.
  2. Viewing all available fields for a record.
  3. Running multiple workspaces.
  4. Quick navigation through records from edit form.
  5. Reporting
    1. Saving reports to PDF
    2. Saving reports to Excel
    3. Emailing reports via Outlook.
    4. Auto-Reports

Working With Data.

  1. Filtering
    1. View Filter Grid – Ctrl+G
    2. Quick Filter by value.
    3. Advanced filter operators
    4. Save Queries/Filters
    5. Quick filters on lookups
  2. Interacting with Excel
    1. Export to Excel – Ctrl+T
    2. Copy & Paste to Excel
    3. Export subset of data
  3. Alerts
    1. Change based alerts
    2. Due date alerts.

Customizing your experience.

  1. Adding/Hiding fields on your form.
  2. Saving form customisations
  3. Retrieving form customisations from alternate users.
  4. Favorites Menu.
  5. Creating custom favourites with filters.
  6. Useful default user options
    1. Change default company
    2. Always open forms in Edit mode.
    3. Default filter by grid

References / Additional Reading:

  • http://atinkerersnotebook.com/2015/01/24/creating-one-master-menu-to-get-just-what-you-need/
  • http://blog.ignify.com/2015/07/07/personalization-with-microsoft-dynamics-ax-five-ways-to-streamline-your-user-interface/

Determining what kernel hotfix has been installed on a System

When one is exposed to a new AX environment, one of the first things to do is check exactly what version of AX kernel is running. Obviously the easiest way to do this is to open the “about” box in AX and note the build number and compare it with the common build numbers on a site such as Axaptapedia or MSDN

http://blogs.msdn.com/b/axsupport/archive/2012/03/29/overview-of-ax-build-numbers.aspx
http://www.axaptapedia.com/Build_numbers

However on occasion when a kernel hotfix has been installed you will not find your build numbers on these pages. Searching for the build number on google, customersource or partner source also doesnt reveal anything. So here is the slightly round-about way I have found to find out what kernel hotfix has been installed. If you have an easier way, please let me know!

1. Take note of your kernel number in the about box of Dynamics AX
2. Confirm that the build number is not a major CU release by reviewing the sites above
3. Open up programs and features on the AOS, select “View installed updates”
4. Locate the section on “Microsoft Dynamics AX 2012 Object Server”. Take not of the KB article numbers listed
AX_installed_updates
5. Logon to Microsoft customer or partnersource.
6. Open any existing KB article e.g. https://mbs2.microsoft.com/Knowledgebase/KBDisplay.aspx?scid=kb;EN-US;2998197
7. Replace the KB number in the URL with the KB number noted in step 4. E.G:

https://mbs2.microsoft.com/Knowledgebase/KBDisplay.aspx?scid=kb;EN-US;2998197
becomes
https://mbs2.microsoft.com/Knowledgebase/KBDisplay.aspx?scid=kb;EN-US;2936094

This example reveals that we have a hotfix to resolve “SysGlobalObjectCache is not invalidated in multi Application Object Server (AOS) environment for CIL code”

I hope this helps anybody who has ever struggled to find out what kernal hotfixes are installed.
I also hope there is an easier way!

Find all Menuitems Linked to a Form

For diagnostics purposes it is often useful to search the AOT for all objects matching cetain properties. For example you may want to find all display menutitems that are pointing to a specific form. The below job illustrates how to simply traverse the Display Menuitems node in the AOT to locate all items who’s “ObjectType” is “Form” and object is a specific form name. E.G. “PurchReqTable”.

 

Search_AOT

Adapting this to search other nodes is as simple as changing the original node instantiation to search a different path as well as changing the AOTgetProperty() method to search through the properties relevant to you.

Happy Daxing

Original community post: https://community.dynamics.com/ax/f/33/p/161258/387257#387257

8. Locate specific AOT object without scrolling

As part of my series on “Things new X++ Developers Should know”. I have been writing a few basic howtos for new X++ Developers.

Today’s post relates to quickly navigating to specific objects in the AOT without endless scrolling.

So often when working over the should of new developers or consultants exploring the AOT I see them scrolling endlessly or dragging the scrollbar back and forth for a while before finding the object they are looking for.

A common technique to navigate through lists in both Windows (e.g. My computer etc) and windows based environments (SQL management studio etc..) is to simply start typing the name of the object you are looking for. Windows automatically moves to the first object matching the sequence typed.

AX is by no means an exception to this rule. Simply click and expand the main node of the object you are looking for e.g. “Forms”
AOT Navigation Forms
and start typing E.G. “PurchReqT…..”
AOT_Navigation_Type_PurchReqT
As you type AX will move to the first object found matching what you have typed so far..
E.G. P moves to PartitionAdministration,  Pu to PurchArgreement etc….

There are some bonus features when using this in AX:
1. You can always see what you have typed so far by looking at the bottom left of your screenAOT_Navigation_Status_Bar
2. The typing timeout is long compared to applications like SQL etc where you need to have taken a speed typing course to get this right. As long as you still see the search term in the bottom you can just continue typing (this normally takes around 7 seconds or until you use your keyboard arrows or mouse to do something different

I know this may be a very obvious tip, but I’ve witnessed too many people taking forever to find objects by scrolling to not include this in the “Things new X++ Developers Should know” series.

Enjoy

 

7. Determine Field name of control on an AX Form

As part of my series on “Things new X++ Developers Should know”. I have been writing a few basic howtos for new X++ Developers.

With some of the more complex forms in AX 2012 it can sometimes be quite tricky to navigate through the form hierarchy in the AOT to debug which table and field certain controls on your form are bound to. So today I’ll cover how to determine the Table and Field name or the name of a control directly from an AX Client form. A quick and easy way to do so is to simply use the “personalise” function in AX.

NOTE: This requires you to have system administrator privileges (which you probably have if you are a developer)

1. From any form in AX. Right click on the form control or field that you would like to diagnose.
2. Click “personalise”
Personalise_001

 

3. From the personalise screen you can now view the following:

Personalise_002

 

#1. The location in the Design node of the AOT where the control resides
#2. The name of the Control in the AOT
#3. The name of the AOT Table name that the control is bound to
#4. The name of the datasource on the form that the control is bound to (normally the same as the Table Name)
#5. The name of the field on the table that the control is bound to

 

 

 

2. Drilling down to the AOT from an open form

As part of my series on “Things new X++ Developers Should know”. I have been writing a few basic howtos for new X++ Developers.

Today we cover how to determine the AOT name of the current form that you are accessing and edit it directly without having to go through the tedious process of navigating/searching in the AOT. This can be very useful in increasing productivity as well as debugging functionality

1. From any form in AX right click on an control.
2. Click “Personalise”.
Personalise

 

 

3. Select the “Information” tab.
4. The AOT name of the form is visible under “Form name”.
5. Click Edit to acess the form in the AOT.
Personal_2

Note: This won’t work for forms created in code like dialogs etc..

Things new X++ Developers should know

developer-iconSince my start in X++ development over 6 years ago there are many small things that I have learnt that I wish I had known from the start. Small things that won’t necessarily help you post a stock journal from code or perform complex integration tasks, but none the less makes your day ever so much more productive. If you are a seasoned developer you will most probably already know most of these, but I thought I’d put them all down in a neat list for new guys to go through. Here are some of my favourites along with links to short articles on how to do them. (I will hopefully add some more over time).

1. Keyboard Shortcut to view properties of an AOT element: Simply Hit “Alt+Enter” on any AOT element to view its’ properties list. Much quicker than fumbling with right clicking on the mouse. (view more shortcuts)
2. Drilling down to the AOT from an open form: Instead of reverse engineering forms from menu structures or navigating in the AOT to edit a specific form, simply right click on any form, click “Personalise”, select the “Information” tab, click on the “Edit” button next to the form name. (view details)
3. Drilling down to the dictionary type of an object in the AOT. E.G. Edit enum or EDT being used by a field on a table. Navigate to an element in the AOT e.g. A enum field on a table. Right click on the element, click “add-ins”, click “Open in new Window”, click “Open used Enum” etc…. (view details)
4. Drill through to code from Info log – Quite often the info log will allow you to drill down into the code the called the error message. If you notice a small arrow on the error icon you can simply double click on the line to take you to the code. (view details)
5. Infolog code drill down does not work if code is running in CIL. As an addition to the above you will not be able to drill down to code if it is running in CIL. For DEVELOPMENT/DEBUGGING purposes only you can simply disable code from running in CIL in your User Options.
6. Run AX as an alternative user. For debugging security or processing workflow it is often needed to run AX as an alternative user. Simply press Shift and right click on the AX icon on your desktop. You can then select “Run as different user”. (view more)
7. Determine Field name from control on Form. Sometimes you need to quickly find out the database table and field that is shown on a form without navigating through the complex AOT form. Simply right click on the field, click “personalise”. Under “System Name” you will see the following: Control name, Datasource Name, Table Name and finally Field Name. (view details)
8. Locate specific AOT object without scrolling. This may be an obvious one as Windows uses this technique in many other applications. Open the AOT and expand and click on the main node of the object you are looking for e.g. Classes. Then simply type the name to navigate to the specific object. (view details)
9. Creating an Development Environment shortcutAs a developer you don’t necessarily want to login to the Dynamics AX front end whenever accessing the AX shortcut, but rather want to open a development workspace directly. To do so right click on the AX shortcut on your desktop, click properties, on the shortcut tab in the “target” field add “-development” after the path to the Ax32.exe file. (View step by step)
10. Enabling breakpoints / debugger. One of the most important tools in a developers toolbag is the debugger. There are a few items on the checklist that you should ensure before you can successfully debug code: View them here.
11. Enabling viewing of Layer and Models. In a complex AX environment it is very useful to know what model and layer an object forms part of in order to search for patches or fix yourself. You can easily enable the AOT to display these by navigating to: File -> Tools -> Options -> Development -> Application Object Tree -> Application Object layer -> Select “Show All layers” and Application Object Model -> “show on All elements”.
12. AX Layer Config files. Create AX shortcut files to allow you to easily logon to the layer of your choice. View how here. (link available soon)
13. Profiler / SQL Trace. You can easily make use SQL Tracing or profiler to see the exact SQL being executed behind the scenes. This can be very useful for debugging purposes. (link available soon)
14. Using Alt+[Up/Down] keys to reorder AOT elements. To rearrange object elements like controls on a form grid simply hold in ALT and press the Up and Down keys to rearrange its order in the parent. (view details)

Anyway thats my list for now. Please let me know of any other quick tips and tricks that you think new developers (or old) should know about!

Keep a lookout for some more detailed explainations on some of these coming up in the follow days.

For some more advanced tips, tricks and coding patterns please also checkout the knowledge base at dynamicsaxtraining.com

 

Creating a Custom Workflow Due Date Provider

Although not often needed within workflow, one sometimes has the requirement to set due dates, escalation dates etc based on some sort of custom criteria E.G Complete by My Birthday or Complete at least one day before the documents requested date. Recently on the Dynamics AX forum this question was raised (https://community.dynamics.com/ax/f/33/t/156937.aspx) so I thought I’d write up a “short” post on how to create a custom WorkflowDueDate provider.

1. Create a new class in the AOT that implements “WorkflowDueDateProvider” e.g. MyCustomDueDateProvider
public class MyCustomDueDateProvider implements WorkflowDueDateProvider
{
}

2. Create method getCalendarTokens

The getCalendarTokens method will return a list of items that will display in the Time Limit’s Calendar option in your workflow configuration.
D2
You can return any list of items here that you would like to allow the user to select for resolution. For example in the standard Calendar Due Date provider a list of all the configured calendars in the system. However you could customise this to return an entirely personal list of options such as “My Birthday” and “My Anniversary” that will set the workitem’s due date to my next birthday (26th of June 2015) or next anniversary (24 of March 2016). You could also provide an option that is document specific such as “1 Day Before Requested Date”. For this example I am going to use these options to illustrate the true arbitrary nature of the tokens.

public WorkflowCalendarTokenList getCalendarTokens()
{
    WorkflowCalendarTokenList tokens = WorkflowCalendarTokenList::construct();
    ;
    tokens.add(“MYBIRTHDAY”, “My Birthday”);
    tokens.add(“MYANNIVERSARY”, “My Anniversary”);
    tokens.add(“1DAYBEFOREREQ”, “1 Day Before Requested Date”);
    return tokens;
}

3. Create the resolve and resolveNonUser methods

After creating the tokens list we need to create a way to resolve the specific option that the user has selected in his configuration. I’ve kept my code very simple (and hardcoded) to illustrate how this works.

public WorkflowDateTime resolve(WorkflowContext _context, WorkflowCalendarToken calendarToken, WorkflowTimeSpanMinutes _timeSpanMinutes, WorkflowUser _userId)
{
    Date tmpDate;
    WorkflowDateTime ret;
    PurchReqTable req;
    ;
    if (!_calendarToken)
        throw error(“@SYS105450″);

    if (_calendarToken == “MYBIRTHDAY”)
    {
        tmpDate = str2DateDMY(“26062010″); //specific date
        ret = DateTimeUtil::newDateTime(tmpDate, 0);
        ret = MyCustomDueDateProvider::nextDate(ret);
    }
    else if (_calendarToken == “MYANNIVERSARY”)
    {
        tmpDate = str2DateDMY(“24032010″); //specific date
        ret = DateTimeUtil::newDateTime(tmpDate, 0);
        //next date is a custom method that simply finds the next occurance of my birthday by adding years to the provided date until it is greater than today.
        ret = MyCustomDueDateProvider::nextDate(ret);
    }
    else if (_calendarToken == “1DAYBEFOREREQ”)
    {
        if (_context.parmTableId() == tableNum(PurchReqTable))
        {
            //retrieve original document form WorkflowContext
            req = PurchReqTable::find(_context.parmRecId());
            ret = DateTimeUtil::newDateTime(req.RequiredDate,0);
            ret = DateTimeUtil::addDays(ret, -1);
        }
       else
        {
            throw error(“Cannot use 1DAYBEFOREREQ with any document except PurchReqTable”);
        }
    }

return ret;
}

For this example we are not going to use user specific resolution, so the resolveNonUser and resolve methods will return the same values

public WorkflowDateTime resolveNonUser(WorkflowContext _context,
WorkflowCalendarToken _calendarToken,
WorkflowTimeSpanMinutes _timeSpanMinutes)
{
return this.resolve(_context, _calendarToken, _timeSpanMinutes, ”);
}

4. Create new and construct methods

protected void new()
{
}

public static MyCustomDueDateProvider construct()
{
return new MyCustomDueDateProvider();
}

5. Create a due Date provider in the AOT.

1. Navigate to Workflow -> Providers -> Due Date Calculation
2. Right click, click “new Due Date Calculation Provider”
3. Right click on your new provider and click properties.
4. Provide an appropriate name e.g. “MyCustomDueDateProvider”
5. Provide a relevant label. This will appear in your workflow configuration under “Calendar Name”
D1
6. Depending on how you have coded your provider you may need to select an Association Type of company and AvailableForAllWorkflowTypes as “no” if you rely on company specific information or on record specific information.
7. Most importantly: Select the the class that you have created under “ProviderClass”

6. Perform CIL Compile and restart your client
7. Configure your workflow:
 Open your workflow configuration and navigate to the place where you would like to make use of your new functionality. E.G. Any Assignment’s “Time Limit” tabYou should now be able to select your provider under the “Calendar Name” option and select the resolution type under the “Calendar” option. Note our code didnt make use of the “_timespanInMinutes” parameter so the Duration option can be set to anything. We could have used this parameter to increase the flexibility on the “Before Requested Date” option if necessary.

I hope this assists someone sometime! Happy Daxing

Workflow Notifications to Custom list of Users

Problem statement: It is quite frequent in workflow in Dynamics AX that one would like to notify users when certain approvals have occurred, tasks have been completed or when errors occur. This is pretty easy to accomplish out of the box with Dynamics AX by using the notifications on approvals, tasks or on the workflow as a whole. However the options are pretty limited and not very dynamic (especially in AX 2009) and up until AX2012 you have only really been allowed to assign to specific users (i.e. by user id). This means that it is very difficult to accomplish complex notifications such as notify the following people when a document has been approved: Document Creator, Project Manager for the document’s project and all users assigned to the “Accountants” security role in AX.

AX 2012 however has now allowed you the ability to make use of “Participant Providers” as an assignment option in notifications.
participant

This means that you can create a Custom “notification” participant provider for your system that can resolve any number of personalised lists of users as above.

For example we created a particpant provider with a couple these lists. In our custom participant provider we returned a unique token per list e.g. “Originator, Project Manager, Requester and CEO” and “Originator, Project Manager, Financial Manager and CEO”.

In the resolve method of the participant provider we then retrieved the workflow document out of the workflow context object and returned the “Created by” user,  looked up the project on the document and returned the associated Project manager and finally looked up the Financial Manager and CEO from a custom parameters table in AX and returned them as well.

The actual creation of a custom participant provider is beyond the scope of this article but you can find some more resources over here:

https://workflowax.wordpress.com/2009/10/30/participant-provider-example/

I hope this sparks some thought and is useful to some:

Inspired by: https://community.dynamics.com/ax/f/33/t/155436.aspx

Workflow: User Selectable Approver

A question that has come across on a number of occassions on the Dynamics Community forum is how can one allow the creator of a document to select an approver to approve the document. We did do a variation on this request for a client a couple of years ago, so here is one way to do it.

Summary

1. Create a custom field to store the approver on the record you are workflowing
2. Allow the user to populate this field (either directly on the record’s form, or via a pop-up request) on submission.
3. Create a custom participant provider that can resolve the user selected in #2
4. Modify your configuration to use this participant provider.

Details
For this example I will make use of the PurchReqTable and its workflows

1. Create Custom Approver field

  1. Open the AOT, Data Dictionary, expand Tables, locate PurchReqTable. Expand the node and expand the fields node.
  2. Right Click on fields, click new -> String
  3. Rename your field (e.g. ChosenApprover) and provide a suitable Label

C1

2. Allow the user to populate this field
Option A – Allow modification directly on the form:

  1. Open the AOT, expand the forms node, locate and expand the PurchReqTable node.
  2. Right click on data sources, click “open in new window”
  3. Expand the PurchReqTable datasource, expand the fields node
  4. Drag the “Chosen Approver” field to a relevant place on your form E.G. Designs->Design->Tabl->TabPageDetails->TabDetails->TabPageheader->TabHeader->TabPageHeaderGeneral->HeaderAdministration

C2

Option B:

  1. Locate the Class behind your workflow’s Submit button. E.G. PurchReqWorkflow.
  2. Before the code line “if (ret && purchReqWorkflow.dialogOk())’ add code to prompt the submitter to enter a user.
  3. Save the selected user to the PurchReqTable

C3

3. Create a custom participant provider to resolve the ChosenApprover

  1. Open the AOT, right click on Classes, click “New Class”
  2. Rename Your class to “ChosenApproverParticipantProvider”
  3. Edit the class declarationand implement the “WorkflowParticipantProvider” interface
    E.g. class ChosenApproverParticipantProvider implements WorkflowParticipantProvider
  4. Create a new method called “getParticipantToken” with the following code to present a single resolution option to the users…
    public WorkflowParticipantTokenList getParticipantTokens()
    {
    WorkflowParticipantTokenList tokens = WorkflowParticipantTokenList::construct();
    ;
    tokens.add(“CHOSENAPPROVER”, “User selected Approver”);
    return tokens;
    }
  5. Create a new method to resolve the token above called “resolve” with the following code (this code assumes that the provider will only be used from a purchase requisition and will not have resolution options other than “chosenApprover”, also it assumes that all requisitions will have the ChosenApprover field filled in:
    public WorkflowUserList resolve(WorkflowContext _context,
    WorkflowParticipantToken _participantTokenName)
    {
    PurchReqTable purchReqTable;
    WorkflowUserList userList = WorkflowUserList::construct(); //Retrieve the requisition from the workflow context
    purchReqTable = PurchReqTable::find(_context.parmRecId());
    userList.add(PurchReqTable.ChosenApprover); return userList;
    }
  6. Save your class.
  7. Expand the Workflow node in the AOT, expand “providers”, right click on “participantProviders” and click “New Participant Assignment Provider”
  8. Rename the Provider to ChosenApproverParticipantProvider (similar to your class name)
  9. Right click on the provider, click properties.
  10. Provide a suitable label for the provider e.g. “Chosen approver provider”
  11. If your record is a cross company table select AssociationType of “Global”
  12. Choose “No” under “available for all workflow types” as this provider assumes that a PurchaseRequisition is being used.
  13. Under “ProviderClass” enter the name of your class created above. “ChosenApproverParticipantProvider”
    C4
  14. Associate your provider with the PurchReqWorkflow type: On expand your “ChosenApproverParticipantProvider” AOT node, right click on “workflow types”, click “new workflow type”. Right click on the newly created node, click properties, select the relevant workflow type under the “workflowType” Option. E.G. PurchReqReview
    C5
  15. Save the ParticipantProvider.

4. Modify your configuration to use this participant provider.

  1. Perform a CIL compile and close and open AX client for your changes to take effect.
  2. Navigate to your workflow configuration and click “edit”. E.G. Procurement and Sourcing -> Setup -> Procurement and sourcing workflows -> Select PurchReqReview configuration.
  3. Locate the node that you would like to assign to your Chosen User. Click assignment in the toolbar.
  4. On the assignment type tab, select Participant
  5. Click on the “Role Based” tab.
  6. Under type of participant select “Chosen Approver Provider”
  7. Under Participant select “User selected Approver”
  8. Save and close your workflow
  9. Ensure you activate the workflow version you just created!

All done! Test and enjoy!

SQL Database Restore History

From time to time it is useful to determine the history of restores that a database has gone through. For example if you maintain a local copy of a client database / environment and would like to determine the exact date it was last refreshed. The following script is useful for getting this restore history from SQL:

SELECT [rs].[destination_database_name],
[rs].[restore_date],
[bs].[backup_start_date],
[bs].[backup_finish_date],
[bs].[database_name] as [source_database_name],
[bmf].[physical_device_name] as [backup_file_used_for_restore]
FROM msdb..restorehistory rs
INNER JOIN msdb..backupset bs
ON [rs].[backup_set_id] = [bs].[backup_set_id]
INNER JOIN msdb..backupmediafamily bmf
ON [bs].[media_set_id] = [bmf].[media_set_id]
ORDER BY [rs].[restore_date] DESC

Sample Output

Screen Shot 2015-01-20 at 12.03.02 PM

Form Parts: Creating form method callbacks

Problem description: Form parts in Dynamics AX usually make use of linked data sources to activate changes. However there may the case that your form part does not have a direct datasource link to the parent form or simply needs to activate code to populate the info displayed. In this case one needs a mechanism to call code on the form part when the record on the parent form is changed.

Solution: To resolve the issue one needs to create method call-backs between the two forms. Two approaches need to be followed based on whether the form part has been added to a list page or to a normal form.

Standard forms

  1. Create your form and form parts.
  2. Add your form part to your main form
  3. On your main form create a reference to your form part in the class declaration e.g. Object _part;
  4. Create a method on your main form e.g. “registerForChange(Object _part); with the following code:
    public void registerForChange(Object _part)
    {
        part = _part;
    }
    This method will allow your form part to provide a reference of itself to the main form.
  5. On your form part’s init method. Call this method register call the above method passing itself as a reference. Note: you will need to perform step #4 on all forms that will use this form part.
    public void init()
    {
        Object caller;
        caller= args.caller();
        if(caller)
        {
            caller.registerForChange(this)
        }
    }
  6. On your form part create an doRefresh method, your main form will call this method whenever a form part refresh is needed. This method can have an parameter that your would like the main form to pass through. In this example we will pass the active record from the main form  E.G.
    publicvoid doRefresh(Common _record)
    {
    //Do custom form part refresh.
    }
  7. Finally, on your main form, call the the method in #6 at the appropriate time. In this example calling “part.doRefresh(myTable);” in the myTable datasource’s active method works well. You could also do your call from a button on the main form or on any other trigger.

ListPage variation

If you are planning on using the form part as part of a list page. You need to make the following adjustments.

  1. Create a reference to your part in the list page’s ListPageInteractionClass’ ClassDeclaration e.g. Object part;
  2. For step #4 add the “registerForChange” to your list page’s ListPageInteractionClass
  3. For step #5 detect whether your part is being called from a ListPage or a normal form: E.G.
    public void init()
    {
        Object caller;
        SysSetupFormRun formRun;
    super();
        caller= this.args().caller();
        if(caller)
        {
    formRun = caller;
    if (formRun.pageInteraction())
    {
    caller = formRun.pageInteraction();
    caller
    .registerForChange(this);
            } else
    {
    caller.registerForChange(this);
    }
    }
    }
  4. On the relevant method in your list page interaction class call the part’s doRefresh method. For this example use the selectionChanged method
    public void selectionChanged()
    {
    ListPage listPage = this.listPage();
    if (listPage.activeRecord(“MyTable”))
    {
    part.doRefresh(listPage.activeRecord(“MyTable”));
    }
    }

 

 

Mass Reassign Workflows

Challenge/Problem: Many Dynamics AX Workflow work-items that need to be reassigned at once.

Description: At times we have had the request from clients to reassign many workitems from one person to another. My first reaction is why weren’t delegation parameters setup on the user so that one doesn’t need to manually reassign. However I have come to realise over time that there are a couple of good reasons to do so such as a person falling ill suddenly, a mistake in the workflow config, failure to set delegation parameters in time etc…

Solution: The following script/job designed for AX workflow will reassign workitems from one user to another. You can modify your query a bit to restrict the items to just the one that you want. The attached one simply reassigns all items currently assigned to user “123456” to user “654321”.

NOTE: This will not affect items in your workitem list as a result of queues

Mass Resume Line Workflows

Challenge/Problem: Many line level workflows that need to be resumed.

Description: Sometimes due to data or setups one may have numerous line level workflows failing and entering a “Stopped” state. This may be a result of calendars that do not have enough dates created, users who have been disabled etc… If the workflows were header level, it is easy enough to select all in the Workflow History form and click resume, however on line level workflows one needs to view each line level workflow individually and resume them.

Solution: The following job can be used to perform mass resume on stopped workflows. You can adapt the SQL to limit to certain documents or document types of necessary.

Sync System Email Templates to all companies.

Challenge / Problem: Maintaining email templates across multiple companies.

Descritpion: Dynamics AX makes use of email templates for various bits of functionality in Dynamics AX, including workflow notifications and alert notifications. If you are using workflow in multiple companies and want to keep the same workflow template across the board, it can be quite frustrating to have to make the same changes in every company. The following script/job in X++ will help sync all (or some) system email templates and their respective languages into every company in Dynamics AX.

Model Management: Tools – Eventing II (validateWrite)

Following up on my previous post on the use of Eventing for model management today’s post will demonstrate how to use eventing effectively on the validateWrite method of tables. This can be very useful for additional model specific data validation without overshadowing the original method.

In this example I will use the validateWrite of the PurchReqLine table.

Instructions

1. Create a new class e.g. MyPurchReqLineEventHandler

Screen Shot 2014-10-22 at 9.06.50 AM
2. Create a new static method in this class e.g. public static void validateWritePurchReqLine(XppPrePostArgs _args)
3. In the class retrieve the current boolean return value so that you can take it into account: boolean ret = _args.getReturnValue();
4. Get the original PurchReqLine Table record so that you can use it in your logic: PurchReqLine line = _args.getThis();
5. Add your logic to the method taking into account the current return value e.g.
if (ret)
{
ret = purchReqLine.myField != “”;
}
6. Set the return value (either at the end of your method or within the if (ret) statement: _args.setReturnValue(ret);

Screen Shot 2014-10-22 at 9.24.58 AM

7. Create the event subscription
7.1 Navigate to the PurchReqLine table in the AOT
7.2 Expand the methods section.
7.3 Right click on the validateWrite method. Click “New Event Handler Subscription
Screen Shot 2014-10-22 at 9.20.55 AM
7.4 Rename the Subscription to a name that reflects your model
7.5 Modify the CalledWhen property of the Subscription to “Post”
7.6 Modify the Class property of the Subscription to “MyPurchReqLineEventHandler”
7.7 Modify the Method property of the Subscription to “validateWritePurchReqLine”
Screen Shot 2014-10-22 at 9.33.41 AM
7.8 Save the class.

You’re all done. Now test and enjoy.
Please let me know if you have any comments or suggestions on the above. Keep an eye out some more samples like this in the next few days and weeks.

Active Directory Lookup in AX 2012

Requirement:
As you may be aware by now, AX allows one to create users of type “active directory group” which if setup will auto-create users who belong to that group when they try to login. Furthermore users (whether auto-created or manually created) who belong to these groups will inherit the security permissions assigned to these groups.

One challenge however is, to debug this. I.E. Finding out which users are members of specific groups or what groups a specific user belongs to. My previous post was about how to determine ownership via command line. After a bit of reflection I thought this may be better and more useful to have this functionality directly within AX. Using Attached is an XPO with the relevant code (use at your own risk).

Screen Shot 2014-09-08 at 12.37.46 PM

Download

Basically it adds a class to AX as well as a lookup menu item to UserListPage form and the User form.

Please let me know your comments.

Here is a sample job if you don’t want to download the full project. It prints all groups for a user.

 

Domain Users / Group Checking

As you may all be aware, AX 2012 offers certain ability to manage your Dynamics AX 2012 users via Active directory groups. Hopefully more on that later. (Check out this post in the meantime http://blogs.msdn.com/b/dynamics-coe/archive/2013/01/13/using-windows-ad-groups-for-user-management-in-ax2012.aspx)

The one problem however is that it becomes quite difficult to trouble shoot security settings. For example how to determine whether a user is actually part of an active directory user group. If you are not a domain admin you can try and use the following two command prompt instructions

1. To detemine an individual user’s groups
net user /domain [username]
e.g.: net user /domain jonathanhalland

2. To detemine all users belonging to a specific group
net group /domain [groupname]
e.g.: net group /domain axrequisitioncreators

Using JSON in Dynamics AX

Repost from: http://workflowax.wordpress.com/2013/10/22/using-json-in-dynamics-ax/

I’ve recently had a requirement to integrate an external system (Toggl www.toggl.com) with Dynamics AX 2012’s Timesheet system. However the external system only provided a JSON API which isn’t supported natively by the Dynamics AX AIF system.  After some research and trial and error (using various DLL’s) I eventually stumbled across some really useful classes provided by the Retail module in Dynamics AX2012. These classes (although named “Retail…”) provide a really easy and elegant JSON interaction for any use. Here is a very basic code sample of how to consume JSON using these classes in Dynamics AX 2012.

 

If you are interested in some more advanced examples of using JSON in AX (e.g. using authentication, retrieving subsets of info or arrays)  or doing some of your own integration into Toggl timekeeping please let me know and I’ll post some more info.

 

Back porting AX2012 XPO to AX 2009

Problem / Symptom: AX2012 XPO files are not generally compatible with AX 2009. Description: When porting an XPO created in AX2012 back into AX2009 one is unable to do a compare against various types of object such as forms, classes, tables etc…

Solution: NOTE 1: This solution is to aid you to back port basic code and tables but shouldn’t be regarded as a production ready solution. There is certain functionality that simply cannot be back ported such as event subscriptions etc…

NOTE 2: This is a solution in progress, please let me know if you find any additional changes that one needs to make in order to back port various other AOT XPOs.

Its not often that one needs to port code from a newer system into an older system, but sometimes the occasion does arise as it did for me this week. We have some new functionality in our AX2012 products that we really wanted to port back to AX2009 and a manual compare with both systems open is not really an option and doesn’t actually work for most objects.

The critical areas for us to be able to port back are the tables, classes and forms, all three don’t work. When selecting an element in the AX2009 XPO import form and clicking import, nothing happens. NOTHING, no error messages etc.. I started comparing an AX2012 XPO with an AX2009 XPO in notepad and found the following small changes that one can make to the AX2012 XPO in order at least initiate the compare form for an import into AX2009.

1. Tables For tables the following needs to be modified. Edit your XPO in notepad and

1.1 – Delete EnforceFKRelation 0 Line
1.2 – Delete FULLTEXTINDICES…ENDFULLTEXTINDICES Section
1.3 – Delete the Methods start and end element if you have no methods on the table.

2. Classes: In your XPO
2.1 Delete references to Event Subscriptions
2.2 Add the following line right after the METHODS line in the class node:

Screen Shot 2014-08-06 at 4.33.21 PM

Determine which users have outdated AX client versions

Problem / Symptom: You want to ensure that all your users’ Dynamics AX clients are updated to the correct rollup.

Description: You may have recently upgraded your Dynamics AX Kernel or Application to the latest Cumulative Rollup (CU), you’ve applied it to all of your AX Client installations that you are aware of but you would still like to make sure that nobody is logging into AX on an old version and potentially causing some problems. You may also be receiving an error in your AOS event log that goes something like this

Object Server 01:  Internal version mismatch. Microsoft Dynamics AX client from [MACHINENAME] (6.2.158.0) tried to attach with 6.2.1000.4051 revision of kernel.

Solution: (Applies to AX 2009 & AX2012) There is quite a simple solution to this issue.

  • Open up any Dynamics AX client connected to the AOS in question.
  • Navigate to System Administration -> Enquiries -> Users -> User log
  • Right click anywhere in the grid, click personalise
  • Click “add fields”
  • Expand “User log”
  • Select “Build number”, Click Add

Screen Shot 2014-07-25 at 4.02.20 PM

  • Close the Select Fields form
  • Close “Personalise Form”

Your User log form will now show all sessions and their build number. You can now browse and field all sessions that don’t have the same build number as your kernel. You can also further filter this form to only show the non matching records by right clicking on the Build number field and entering “![buildnumber]” (see screenshot below)

Screen Shot 2014-07-25 at 4.08.14 PM

Click on the “General” tab to find out which computer/workstation the invalid session was coming from. You can now go and run the updates.

Screen Shot 2014-07-25 at 4.10.02 PM

Running Dynamics AX as an alternative User – Quick Tip

Problem / Symptoms: Users need to test Dynamics AX setups as different users.

Description: Quite frequently we are finding the need to test/run Dynamics AX as a different user from our default login user but do not want to run multiple remote desktop sessions or have to log in and out of our current session. We may need to do this for a number of reasons e.g. Testing a workflow approval process i.e. login to approver as the relevant user, Testing security permissions, Testing SSRS permissions, getting screenshots of AX for documentation with a different profile etc…

Solution: There are a number of ways to do this, I have been using CMD/DOS scripts to do this for years (more on this below). But I just found the simplest trick in the book:
1. Locate a shortcut (won’t work for config files) to Dynamics AX,
2. Right click, if you’re lucky (depending on operating system) you will see a “run as a different user”. Select this option, enter your user details and AX will run as this alternative user
3. If there isn’t a “run as different user” option, simply hold in shift and then right click, you should now see the “Run as different user option”

Run as different User

 

Alternate Solution:
If you are running via config files this solution will not work, you will need to first create an AX32.exe shortcut that takes the config file as a parameter E.G.

You can also create a .bat file with the following code:

Reference: http://support.microsoft.com/kb/911363

Welcome to Explore AX.com

Welcome to my new blog Explore AX.com. With the advent of AX2012 and all its nifty new tools I decided that it was time to find a spot to collect all my little scripts, coding techniques and general notes to remember. Most things here will be related to development and technical issues, however you may find a few functional things as well.

For those of you who may have read my blog workflowax.wordpress.com, I have decided to keep that blog separate and dedicated to all things workflow and not pollute it with general AX stuff.

Most blog posts will be written in a typical Knowledge base approach i.e.

  • Problem Statement,
  • Description,
  • Steps to replicate
  • Resolution / Howto

Anyway, I hope you enjoy the blog!
Feel free to leave comments or questions.