How to: Add a Part to the FactBox Pane

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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To add a FactBox to a form, you must add a part to the FactBox pane of that form. A part is a specialized type of control that shows a collection of data. You can add an info part, form part, or cue group to the FactBox pane of a form. For more information about parts, see Parts. The following steps describe how to add a part to the FactBox pane of a form.

To add a Part to the FactBox pane

  1. In the AOT, expand Forms, and then expand the form where you want to add the part.

    Warning

    Verify that the form includes a FactBox pane. Expand Designs, right-click Design, and then click Properties. View the Style property. If the property value is ListPage, DetailsFormMaster, or DetailsFormTransaction, the form includes a FactBox pane. If you add a part to a form that does not have a FactBox pane, the FactBox will not be shown.

  2. Press Ctrl + D to open a second AOT window, expand Parts, and then expand Info Parts, Form Parts, or Cue Groups. Click the part you want to appear on the form.

  3. Press Ctrl + D to open a third AOT window, expand Menu Items and then expand Display. Drag the part you identified in the previous step to the Display node. A menu item is created for the specified part.

  4. Drag the menu item you created in the previous step to the Parts node of the form. A part reference is added to Parts node of the form. Click the part reference and view or update the value of the following properties.

    Property name

    Description

    Name

    Specifies the name of the part reference. If you drag the menu item to the form, the name will be the same as the name of the menu item.

    DataSource

    Specifies the form data source you want to link to the part. If you drag the menu item to the form, the data source is automatically populated.

    IsLinked

    Specifies whether the part data source is linked to the form data source. The default value is Auto.

    IsVisible

    Specifies whether the part is visible in the FactBox pane. The default value is Yes.

    MenuItemName

    Specifies the menu item that is used to indicate which part is to be displayed. You do not specify the part directly. Instead, you use a menu item to indicate the type and specific instance of part to display.

  5. View Properties, click the DataSourceRelation property, and then click the table relation that you want to use. The DataSourceRelation specifies the join between the form data source and the part data source. You set this property to have the data that appears in the FactBox update every time that you change the record in the form.

  6. Click the PartLocation property and specify where you want the part to appear. Click Auto to have the part appear as a FactBox in the FactBox pane of the form.

    Tip

    You can also use a part to populate the preview pane of a list page. The PartLocation property lets you add an info part to the preview pane. For more information about the preview pane, see How to: Add a Preview Pane to a List Page.

  7. Save the form.

See also

FactBox Panes

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