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How to: Create a Page

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Pages are objects for viewing and editing data in the RoleTailored client. When you create a new page, consider the page's business purpose, including which user uses it and what tasks the user must have. There are ten page types from which you can choose, including:

  • Role Center pages, which are home pages for a specific user role such as account manager or sales order processor.

  • List pages, which display multiple records on a page.

  • Card pages, which are used to modify individual customer or item records.

The page type determines which controls, parts, and properties are valid for the page. For example, FactBoxes are not allowed on all page types. For more information about page types, see Touring the RoleTailored Client Pages.

To create a blank page

  1. In the Microsoft Dynamics NAV Development Environment, on the Tools menu, choose Object Designer.

  2. In Object Designer, choose the Page button, and then choose the New button. The New Page dialog box appears.

  3. If your page is associated with a table, in the Table text box, choose the AssistEdit button, select a table, and then choose the OK button.

  4. Select Create blank page, and then choose the OK button.

    The new page appears in Page Designer.

    Note

    If you are running Microsoft Dynamics NAV 2013 R2, you can select Create blank page of type, select the page type, and then continue to step 9.

  5. In the Caption field of the first row, which has the type Container and the subtype ContentArea, type some descriptive text, such as contentcontainer.

    Note

    This text is used internally for identification purposes and does not appear in the RoleTailored client.

  6. Choose another row to automatically complete the Name field.

  7. By default, the page is a Card page type. To change to another page type, select a blank row, and on the View menu, choose Properties.

  8. Locate the PageType property, and then set the Value field to the page type you want. For more information about the different page types, see Touring the RoleTailored Client Pages.

  9. Save your page. On the File menu, choose Save As. The Save As dialog box appears.

  10. In the ID field, enter the page ID.

  11. In the Name field, enter a name.

  12. Choose the OK button. Your page is saved.

  13. Complete the page design by adding additional controls, parts, and actions as necessary. For more information, see the following topics:

Creating a Page Using the Wizard

The development environment includes a wizard that you can use to create specific page types. In the page wizard, you choose a page type, and the page wizard automatically adds some content and controls to the page for you, such as fields, FastTabs, and FactBoxes. The page wizard is designed to help you learn about how to create a page by adding the basic content and controls. The wizard has limitations and may not add all content that you want on a page. For example, you cannot use the wizard to add navigation or actions on your page. Depending on the page's type and complexity, you should manually change a page after you use the wizard.

The following table outlines what the wizard can do for each page type.

What the wizard does Card CardPart Confirmation Dialog Document List ListPart ListPlus Navigate RoleCenter Standard Dialog Worksheet

Sets the page type.

X

X

X

X

X

X

X

X

X

X

X

Associates the page with a table.

X

X

X

X

X

X

X

X

X

X

Adds FastTabs that include selected fields.

X

X

X

X

X

X

Places fields in a list that has selected fields that define the columns.

X

X

X

X

Adds a FactBox that includes page, system, or chart parts.

X

X

X

X

X

X

To create a page using the wizard

  1. In the development environment, on the Tools menu, choose Object Designer.

  2. In Object Designer, choose the Page button, and then choose the New button. The New Page dialog box appears.

  3. Select Create page using wizard, and then choose the page type from the list.

  4. To specify the table with which your page is associated, in the Table text box, choose the AssistEdit button, select a table, and then choose the OK button.

    Note

    RoleCenter page types are not associated with a table.

  5. Choose the Finish button.

    The new page appears in Page Designer.

  6. Save the page. On the File menu, choose Save As. The Save As dialog box appears.

  7. In the ID field, enter the page ID.

  8. In the Name field, enter a name.

  9. Choose the OK button. Your page is saved.

  10. Complete the page design by adding additional controls, parts, and actions as necessary. For more information, see the following topics:

See Also

Tasks

How to: Add FastTabs to a Customer Card Page

Concepts

Pages
Pages Overview
Adding a FactBox to Page
Making a Page or Report Available From Search in the Windows Client