Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The FactBox pane is the area of a form where a part that you add to a form appears as FactBox. A part is a specialized type of control that can retrieve and show additional information. When you view the form, the part appears as a collection of read-only data called a FactBox. For information about parts, see Parts.
To have a FactBox appear in a form, the form must include a FactBox pane. The following types of forms include a FactBox pane:
- List pages
- Details forms
The FactBox pane is optional and if the form does not have any parts, the FactBox pane does not appear. A FactBox pane can show more than one FactBox.
The parts you add to the FactBox pane create FactBoxes that show additional information about the record that appears in the form. The FactBoxes enable you to view related information without having to find and open a separate form. In addition, you can configure the part so that the contents of the FactBox update when you move to a new record.
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You can also use a part to add a preview pane to a list page. A list page is the only type of form that has a preview pane. The preview pane provides additional details about the highlighted record in the list. For more information about the preview pane, see List Page Overview.
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FactBoxes can be grouped into types based upon how they appear in the FactBox pane. The type of FactBox helps you to choose the type of part you use to create the FactBox. For more information about types of FactBoxes, see List Page User Experience Guidelines or Details Form User Experience Guidelines. The following table lists the basic design patterns for the FactBoxes that appear in the FactBox pane of many forms.
FactBox type
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Part type
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Description
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Fields and values
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Info part or form part
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A FactBox that shows a list of field names and values. The value can include a link that opens the record in a form.
The FactBox often includes a More link that opens a related form.
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List
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Info part or form part
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A FactBox that shows a small grid with fewer than 10 rows and 4 columns. The grid shows information that is related to the record on the page or to the whole page. The grid can include links that you click to open a record in a form.
The FactBox often includes a More link that opens a related form.
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Related documents
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Cue group
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A FactBox that shows a list of document types and the number of each type of document. The list can include links that you click to view the list of documents in a form.
The FactBox often includes a More link that opens a related form.
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To associate a part with a form, you use a part reference. A part reference enables you to configure how the part appears in the FactBox pane. In addition, you can use the part reference to define a join relationship between the form data source and the data source of the part. The join enables the part to retrieve related data every time that you view a new record in the form.
To create a part reference, you must first create a menu item for the part. To create the menu item, use the AOT to drag the part from the Parts node to the Display node under Menu Items. You can then drag the menu item to the Parts node of the form. The part reference is added to the Parts node of the form. Many part reference properties are populated with default values when you drag the part onto the Parts node of the form. For more information, see How to: Add a Part to the FactBox Pane.
You use the PartLocation property of the part reference to indicate where the part will be displayed. The default value of Auto makes the part appear in the FactBox pane. When creating the preview pane for a list page, you will set the PartLocation property to PreviewPane. For more information about the preview pane, see How to: Add a Preview Pane to a List Page. The PreviewPane setting does not apply for other form types.
To complete a part reference, you use the DataSourceRelation property to specify the table relation between the part data source and the form data source. The DataSourceRelationlists the table relations that exist between the DataSource specified in the part reference and the top-level data source of the part. If the data source specified by the DataSourceproperty of the part reference is in the same inheritance hierarchy as the top-level data source of the query used by the part, select SelfLink from the list in the DataSourceRelationproperty.
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The parts on a form retrieve data after a brief delay. The delay prevents queries from being generated as you scroll through the list. The delay is like setting the LinkType property of a form data source to Delayed. In addition, only parts for expanded FactBoxes generate a data query. The part for a collapsed or hidden FactBox does not query the server until that FactBox is opened.
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How to: Add a Part to the FactBox Pane [AX 2012]
Applies To: 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
- In the AOT, expand Forms, and then expand the form where you want to add the part.CautionVerify 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.
- 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.
- 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.
- 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 nameDescriptionNameSpecifies 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.DataSourceSpecifies 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.IsLinkedSpecifies whether the part data source is linked to the form data source. The default value is Auto.IsVisibleSpecifies whether the part is visible in the FactBox pane. The default value is Yes.MenuItemNameSpecifies 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.
- 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.
- 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.TipYou 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.
- Save the form.
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