How to: Add a Page Title Group to a Simple List Form

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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

A simple list or simple list and detail form can include a page title. You use the page title to identify the record that appears in the form or provide context for that record. However, the page title is optional and is not included on all simple list or simple list and details forms. For information about simple list form design, see Simple List Forms Overview.

You often use a page title when you have forms that show related data. For example, you use a menu item button on a details form to open a simple list form. When the simple list form appears, the page title identifies the record that is open in the details form. The page title provides context for the records that appear in the simple list form. The following procedures show how to add a page title group to a form and how to add a field to the page title group.

To add the title group to the form

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

    Note

    If you use a template to create the form, you do not have to add a control for the page title group. The template includes the page title group. Go to the following section that describes how to add a control to the group.

  2. Expand Designs, right-click Design, click New Control, and then click Group. A group control is added to the form. Use the ALT+UP ARROW or ALT+DOWN ARROW to move the group. The page title group should be the first group control on the form. Move the page title group so that it appears after the action pane control.

  3. Right-click the group control, and then click Properties. In the properties sheet, verify the following property values:

    Property

    Value

    AlignChild

    No

    Name

    Type a name that uniquely identifies the group. Typically, the group is named PageTitleGroup.

    Style

    DetailTitleContainer

    ViewEditMode

    View

    Visible

    Yes

To add a control to the title group

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

  2. Expand Designs, expand Design, right-click PageTitleGroup, click New Control, and then click StringEdit. A string edit control is added to the group.

  3. Click the string edit control. In the properties sheet for the control, specify values for the following properties.

    Tip

    Before you specify property values, you should know what field you want to appear in the title group. To specify the field value, you use either the DataField property or the DataMethod property. You cannot populate both properties on one control.

    Property

    Value

    DataField

    Select the field from the data source that has the value that you want to appear on the form. You typically use a data field when you want the page title to show a value from the selected record in the simple list or simple list and details form.

    DataMethod

    Specify the method from the form data source that provides the value or values that you want to appear on the form. You typically use a data method when you want the page title to specify values from a parent record.

    For example, you can use the parentTitleFields method of the form data source. You use this method to add the TitleField1 and TitleField2 values from the parent data source to the page title of the form.

    Caution

    To use parentTitleFields, there must be a table relation between the table in the form data source and the data source of the parent record. For more information about table relations, see Defining Table Relations.

    DataSources

    Select the data source for the form.

    Style

    TitleField

    Visible

    Yes

    For example, the page title of the Maintain benefits form shows the name and personnel number of the selected worker in the Workers list page. The form opens when you click the Personal information > Benefits button in the action pane of the list page. To show the name and personnel number fields, the string edit control in title group of the HcmWorkerEnrollment form sets the DataSource property to HcmWorkerEnrolledBenefit. The DataMethod property is then set to parentTitleFields.

  4. To add another field to the title group, repeat the previous two steps.

  5. Right-click the form and then click Save.

See also

How to: Create a Simple List Form

How to: Create a Simple List and Details Form

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