Lookups in ax

To create a custom lookup form, you override the lookup method of the control. You can then create a query and lookup form you can use to populate the control. However, the lookup that appears is associated only with the specified control and is not available to any other control or form. To add a lookup form to a ReferenceGroup control, use the lookupReference method for the control.

The lookup method of the ReferenceGroup control is not used. The following section shows how to override the lookup method of a StringEdit control and how to use the SysTableLookup class to create a lookup form. A StringEdit control is added to the form. Right-click the control, and then click Properties. Review the following properties. If you want to bind the control to a field in the form data source, select the name of the field.

To see a list of fields, set the DataSource property before you view the DataField list. If you want to bind the control to a field in the form data source, select the name of the table that contains the field. Expand the control, right-click Methodsclick Override methodand then click lookup. The lookup method opens in the code editor.

The following code example adds the classes you use to construct the query for the lookup form. Create an instance of SysTableLookup class. The following code example creates a lookup form for customers.

Notice how this in the example represents the current form control. Use the addLookupField method to specify the fields that appear in the lookup form. The following code example adds the AccountNum and CustGroup fields to the lookup form. Use a query to retrieve data for the lookup form. The following code example uses a range limit so that the lookup form lists customers who have the customer group of When you override the lookup method, comment out the call to super.

If you do not comment out the call to super, the standard lookup form might appear. Right-click the form and then click Save.

To see the lookup form, right-click the form and then click Open. Find the StringEdit control and then click the arrow to open the lookup form. How to: Add a Control with a Lookup Form. Get your copy at the MS Press Store. Submit and view feedback for. Skip to main content.

Contents Exit focus mode.Choose your path Increase your proficiency with the Dynamics applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics masterminds and designed to prepare you for industry-recognized Microsoft certifications. Ace your Dynamics deployment with packaged services delivered by expert consultants.

Explore service offerings. The FastTrack program is designed to help you accelerate your Dynamics deployment with confidence. This works OK. But now I want a simpler lookup. In Ax7 this doesn't work anymore. And no result. But resulting lookup is the standard one, not the mine one. Any ideas or example about how should this be performed? Martin, what if an user decides to customize the form and add BullCust field into other place of the form?

No custom lookup would appear. And what if the control is part of a group? It's not very advisable to edit control's methods in this case Calm down, I just wanted you to consider the option. I obviously don't know your particular situation. If you aim for reusability, you may want to set a lookup form to the Form Help property of an EDT and then use the EDT for the field - and all other table fields that should use the same datasource.

Martin, there's a reasonable chance that this cannot be performed due to a known bug reported since May'16 at least. Tested this approach with other methods and worked, but with lookup method it fails. Thanks for reading my blog : There is a workaround, registerOverrideMethod works for performFormLookup method and you can change a query there, however, you cannot do all the things that are available through lookup method.

In my testings, the registerOverrideMethod on performFormLookup worked Second times and further, a fixed and non-closable form is shown; so I had to nevermind this way. I was wondering if Chain Of Commands new from PU9 work over form methods, datasources, fields, and controls?? This site uses cookies for analytics, personalized content and ads. By continuing to browse this site, you agree to this use.

Learn more. Microsoft Dynamics AX Forum.The standard lookup for customer accounts Introduction The standard lookup system in Axapta is based on the use of table field or data type relations. These specify a link between a particular data type, or particular table field, and a corrsponding field in another table containing the base reference data. This means that any table field using the CustAccount EDT will be automatically given a lookup icon which allows the user to select from the list of accounts in CustTable.

In this case, only those values satisfying the relation will be shown in the lookup. Axapta uses a simple system to determine which fields to display in an automatically created lookup. If no special changes are made, then the fields shown on the lookup are determined by the following information from the base table: The field s responsible for the relation in the order of the content of the relation-treenode of the table or the extended datatype TitleField1 TitleField2 The first field of every index of the table in the order of the index-id A maximum of six fields will be shown, and duplicates will be removed.

Lookup Through Code - SSRS Report AX2012

The standard lookup for inventory items To see this logic, look at the standard ItemId lookup for example, from a newly-created sales line in the standard application. The first two fields are taken from the TitleField1 and TitleField2 properties of the table.

The rest come from the indexed fields in the order shown. The first index contains ItemId, which is a duplicate of the field specified in TitleField1 and is therefore skipped. The second index contains ItemGroupId, the third column in our lookup, and ItemId which is again skipped. The third index contains only NameAlias, which is the fourth column on our lookup, and so on, until the maximum of six fields is reached or no more indexes are found.

How can we change which fields are displayed? Luckily, Axapta gives us as easier way to achieve the same goal.

lookups in ax

If the AutoLookup field group on the base data table has been filled, then those fields will be used irrespective of the usual logic. Modifying this field group is the easiest way to change which fields appear in lookups against that table. Bear in mind that while you can add display and edit methods to your AutoLookup field group, the values will not display correctly unless all required fields for calculations are also included in the field group. For example, if you want to show the name of a vendor, based on the VendAccount stored on a record, then the VendAccount itself must also be included in the group.

This is because the lookup query only fetches the fields from the database which are actually to be displayed, rather than the entire record. Manual lookups Calling the standard lookup behaviour from code It is simple to call the standard Axapta lookup functionality from code.

This allows the programmer to specify that a lookup will be based on a non-standard field or data type. To hook into the lookup system, you can override the lookup method at the form control.

How to create lookup in form data source field in D365FO

It passes the tableId and fieldId from the property values to the kernel code which creates the lookup. Relations which are set directly on the specified table will be used to create the lookup if available, or the standard EDT relations otherwise.

If the control is unbound, but has a related Extended Data Type either set directly on the control or from the signature of an associated edit methodthen a performTypeLookup call is made in super. This has no associated table, and can therefore not use any table level relations.Zainab, you can create the customized lookup, you can update the signature of lookup method in the table and can use the QueryBuildRange object to add the range in the lookups.

Thank you Arslan but what i want to do is that i have created a lookup in which i have added few fields and some methods now i want to add range on the values of the field which are generated by the method where as i can only add fieldnum using following code sysTableLookup. This blog is specific for Microsoft dynamics programming. Enterprise portal, SharePoint services, business connectors and Enterprise Resource Planning applications and sql database. It will help to get Microsoft Business Solutions.

Thursday, January 26, lookup in AX. The SysTableLookup class is provided by the standard application to allow programmers to easily create their own lookup formsin code. How to create a simple lookup Reference. The SysReferenceTableLookup class is used to construct lookup forms for reference controls. SysReferenceTableLookup referenceLookup. Labels: axaxaxaxaptaaxapta developmentcreate lookpdevelopmentlookupSysReferenceTableLookupSysTableLookup.

Arsalan Gulzar July 11, at PM. Anonymous December 16, at PM. Newer Post Older Post Home. Subscribe to: Post Comments Atom.Dynamics AX is the solution for enterprises from Microsoft to integrate all their business needs and desires under ONE more user friendly, user adaptive and closer to the business.

Post a Comment. Software Engineering is my bread and butter with a total 4 years of experience in Software Development. Read More. DotNetXperience Followers. Lookups are pretty straight forward, drop the related field and AX should bring a nice drop down to you.

However things can get pretty nasty when you apply further behaviour, the simple drop down remains no simple. As i just wrote the one liner, drop the field and there u go. However there are other methods to achieve better results as well.

Custom lookup example code x++ AX 2012

Depending on the join, the behaviour and display of the lookup depends. A RecId based master child relation field will drop the RecId of the master record. Se below. Other fields of course contains data source and data field, whenever dropping a lookup form master table, drag the field from the child table, not the master table since the changes are to be made in child table no the master one :D.

Now to have multiple values displayed when lookup is opened and select one of them in the drop down, we will do the following. And already in the AutoIdentification group, we have the code field the indexed fieldso this will bring us the desired results. The following is the table level filed group configuration and then its result:. This is the way to do the simple lookups in AX.

To conclude all this, i have written concluding points below. Fields from each index are fetched in lookups along with PK RecId when no field exists in autolookup group of primary table.

lookups in ax

Use Reference group control for better user friendly lookups. Reference group provides two properties ' ReferenceField ' and ' ReferenceFieldGroup ' which fetch relevant data in the lookups as required by the user.

Share to Twitter Share to Facebook. Newer Post Older Post Home.One of the great features available in Dynamics AX is the support of lookup forms that provide a user-friendly interface for selecting a value for a field from a list, and are highly customizable, allowing the developer great flexibility in meeting user needs. Recently, I was posed a question of how to present a user with a list of custom-defined values in a lookup form. The simple and suggested approach here is to create a new BaseEnum, containing all the specified values, and add a ComboBox control for this enumeration to the form.

If the values are to be displayed conditionally only a subset is shown each timeyou can build a superset of all values in AOT, and use SysFormEnumComboBox class to limit the actual output at runtime. But, this would not work in my case, because the values in the list were dependent on other data in the form plus the current date.

Using a temporary table for this scenario seemed like an overkill but possible. So i decided to investigate the system class SysLookup for hints on how this can be done with minimum effort. The implementation of this method is provided below.

lookups in ax

As part of posting this implementation, I decided to also briefly describe some of the other lookup method options available to an AX developer, turning this post into a small tutorial on lookup methods. The approach used most in the application is the implicit lookup based on table fields. As you can see from the control properties, DataSource and DataField specify which table field the control is based on. In my example, it is based on SalesTable. Therefore, any time you add this field to a form, it will automatically provide a lookup button to select one of the customers.

Relations being specified on EDTs is at times confusing to people, who are used to seeing the relations between tables on the tables themselves. Technically speaking, such definitions on EDTs are incorrect.

lookups in ax

The relation to CustTable could have been specified on the table just as well. This is used to allow the user to specify a value to filter the records on directly from the form, for example without the need to go to Extended Query form. It is also indirectly used on all RunBase dialogs in the system when creating a DialogField, we specify the EDT to be used, which is transfered to the ExtendedDataType property on the corresponding control.

The 2 above examples both used metadata to define what lookup is to be displayed. The 3rd most used approach is relying on SysTableLookup class and builds the lookup at runtime. The code is relatively straightforward, and is described in more detail on MSDN.For example, consider the following two tables.

The Promo table contains a number of promotions, with a primary key that corresponds to Month and Product. If you create both columns Campaign and Media for each Sales transaction in a table expression in DAX, you might use the following approach, which corresponds to what you would write in two calculated columns in the Sales table. As you can see, there is a large amount of code duplicated for the two columns.

Also from a performance point of view, the engine creates two different and independent subqueries to retrieve the values of the two columns.

The situation worsens if you need more columns. By using ROW we guarantee that there is always a row, even when there are no matching rows in the Promo table. This is important, because we want to display a blank value for Campaign and Media in case there are no rows found in Promo for a particular transaction in Sales. Keep it in mind looking at the following example. If you can trust your data and you know that for a given combination of month and product there could be no more than one row in Promo, you can use this other syntax, which is also faster:.

You can use this approach as a way to join two tables using multiple columns. In fact, the previous result has only four rows instead of five. However, these functions require to join columns with the same name, type, and lineage.

In the following example, the columns Month and Product used to join the two tables do not have the same lineage of the corresponding native columns. In DAX you do not have a real join operator between two tables, which would be useful to retrieve data from multiple columns of a lookup table.

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By pressing the Download button you are agreeing to our Privacy Policy. Conclusion In DAX you do not have a real join operator between two tables, which would be useful to retrieve data from multiple columns of a lookup table.

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DAX Conventions.