I assume that you are already familiar with Form personalization option in Dynamics AX (up to AX 2012 R3) and everyone loves it for one or other reason be it a technical guy , functional or an end user.
Being a technical consultant it provided me a lot of help while searching the name and properties of object(with its hierarchical nodes, datasources etc.) as it appears in AOT.
Now the question is, where is this Personalize option in D365O and how does it works. I will try to explain it as in manner I have explored it till now.
Personalization is now divided into 2 separate options
1. Form information (meant to see technical aspects of control and form)
2. Personalize (all non technical options like Hide/show as before is available here)
I will dig into both options one after another.
Throughout the article, I am taking "All customers" form for reference.
same as until AX 2012 R3, you can right click anywhere on the form to see the available options. Though, options differ depending upon the location of the form you click. for example, if you will click on top of the form, you will only be able to see option "Form information" and if you right click on any control, you can see more options including "Form information" & "Personalize" as shown below.
Form information:-
Clicking on "Form information" will again give you 2 options, 1st is Form name and 2nd is control name as it appears in Application explorer(if you are doing right click at control level)
Clicking on "Control name" will do nothing as it is just for display purpose. To dug deep into control, click on "Form name", it will open a webdialog form with more information about selected control and form.
This new form will be displaying 3 groups, 1st is control details, 2nd is "Manage" to export and import metadata for form,. 3rd tab is "Administration" to know more technicalities of form and control as can be seen in image below.
one interesting thing is Query statement which is too useful to understand how(linked tables and other datasources) and what form displays(or can be displayed).
a drawback compared to AX2012 I found here is the embedded navigation option inside "form information" to view properties of other available controls. Never know, if MS can come up with something in future to overcome this.
Personalize:
This option is available to change look and feel for form and fields. As soon as you'll click on "Personalize" option, you will be presented with a small dialog like below where you can do the basic changes like renaming the control.
To see more available options, click on "Personalize this form". It will again popup a form with more options such as '+' button to add more fields to a form.
All of the personalization options are beautifully explained on below mentioned community blog link. So I am avoiding rewriting those things here again.
Form Personalization
I am done here!!
Questions or suggestions if any, please mention in a comment.
Being a technical consultant it provided me a lot of help while searching the name and properties of object(with its hierarchical nodes, datasources etc.) as it appears in AOT.
Now the question is, where is this Personalize option in D365O and how does it works. I will try to explain it as in manner I have explored it till now.
Personalization is now divided into 2 separate options
1. Form information (meant to see technical aspects of control and form)
2. Personalize (all non technical options like Hide/show as before is available here)
I will dig into both options one after another.
Throughout the article, I am taking "All customers" form for reference.
same as until AX 2012 R3, you can right click anywhere on the form to see the available options. Though, options differ depending upon the location of the form you click. for example, if you will click on top of the form, you will only be able to see option "Form information" and if you right click on any control, you can see more options including "Form information" & "Personalize" as shown below.
Form information:-
Clicking on "Form information" will again give you 2 options, 1st is Form name and 2nd is control name as it appears in Application explorer(if you are doing right click at control level)
Clicking on "Control name" will do nothing as it is just for display purpose. To dug deep into control, click on "Form name", it will open a webdialog form with more information about selected control and form.
This new form will be displaying 3 groups, 1st is control details, 2nd is "Manage" to export and import metadata for form,. 3rd tab is "Administration" to know more technicalities of form and control as can be seen in image below.
one interesting thing is Query statement which is too useful to understand how(linked tables and other datasources) and what form displays(or can be displayed).
a drawback compared to AX2012 I found here is the embedded navigation option inside "form information" to view properties of other available controls. Never know, if MS can come up with something in future to overcome this.
Personalize:
This option is available to change look and feel for form and fields. As soon as you'll click on "Personalize" option, you will be presented with a small dialog like below where you can do the basic changes like renaming the control.
Form Personalization
I am done here!!
Questions or suggestions if any, please mention in a comment.
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