Import data using data entity from x++ in dynamics 365 F&O

This is quite common requirement we receive that we need to import the data using data entity with the x++. 

so to Import the data using data entity, we need to make sure that Definition group should be created and we will going to use it in the code. 

I have tested with the CustCustomerGroupEntity data entity and it was working fine. 

Runnable class to import the customer related data 

internal final class TestReadFileWithDataEntity

{

    /// <summary>

    /// Class entry point. The system will call this method when a designated menu

    /// is selected or when execution starts and this class is set as the startup class.

    /// </summary>

    /// <param name = "_args">The specified arguments.</param>

    public static void main(Args _args)

    {

        DMFDefinitionGroup  definitionGroup = DMFDefinitionGroup::find("Import customer group");//Sepcify definition group name

        DMFExecutionId      executionId     = DMFUtil::setupNewExecution(definitionGroup.DefinitionGroupName);

        FileUploadTemporaryStorageResult        storageResult = File::GetFileFromUser() as FileUploadTemporaryStorageResult;

        SharedServiceUnitFileID fileId;

 

        if (storageResult && storageResult.getUploadStatus())

        {

            fileId = storageResult.getFileId();

            DataFileImportExportUtils_W::importDataFromFileToAX(fileId,definitionGroup.DefinitionGroupName,"CustCustomerGroupEntity",true);

        }

 

    }

 

}

We can check the history as well. Navigate to the data definition group that we have created. As per below 

Click on the Job history and we can see the recently some new customer group has been updated.

We can see the staging data as per below 

How to get the selected records of a form in class in Dynamics 365 F&O

Get the selected records of a form datasource

Sometime we have requirement that we need to do some operation on the selected records of a form. 

on the below code, we may have button on the CustTable form and datasource property should be custTable in this case to access the record from CustTable table. when we select multiple record on the custTable form and click that menu item button then in the below class, we can get the selected records by using the standard class MultiSelectionHelper. 

if only single record is selected then still it will work.

    public static void main(Args    _args)

    {

        MultiSelectionHelper            selectionHelper;

        CustTable                       custTable;

 

        if (_args.caller() && _args.dataset() == tableNum(CustTable))

        {

            selectionHelper = MultiSelectionHelper::createFromCaller(_args.caller());

 

            custTable = selectionHelper.getFirst();

 

            while (custTable)

            {

                info(strFmt("Select account number is %1",custTable.AccountNum));

 

                custTable = selectionHelper.getNext();

            }

        }

    }

Refresh the caller datasource of form using x++ in Dynamics 365 F&O

 Refresh the caller datasource of a form from class

Sometime, we have requirement that after completion of the certain process we need to refresh the caller form or may be we need to execute the query of the caller form. 

You can use the below code to refresh the caller datasource. 

There are many method or combination of the method of the datasource you can execute. So it is all based on the customer requirement

internal final class FOTestAccessCallerRecord extends Runbasebatch

{

    public static void main(Args    _args)

    {

        if (_args.caller() && _args.dataset() == tableNum(CustTable))

        {

            FormDataSource fds = FormDataUtil::getFormDataSource(_args.record());

            //you can use the various method over here like execute query or combination of the reread and refresh or if you wanted to execute the currenct query of the caller form

            fds.research(true)

        }

 

 

    }

 

}

Called another form using x++ Dynamics 365 F&O

There are many ways to call the form in Dynamics 365 Finance and Operation. if need to run the form and form should show the detail of the specified record then in that case we can use the below code to call the form. 

In the below code, I am calling the sales order form and it will show the the SalesId specfieid. 

        SalesTable      salesTable = SalesTable::find("SalesId");

        Args            args = new Args(formStr(salestableDetails)); //Specify the form name here

        FormRun         formRun;

   

        //Specify the record

        args.lookupRecord(salesTable);

       

        formRun = classFactory.formRunClass(args);

        formRun.init();

        formRun.run();

        FormRun.detach(); //you can call the wait method overhere as well. it is completed based on the requirement

 

Override the jumpRef method in dynamics 365 F&O

Override the jumpRef method in Dynamics 365 F&O

Show view detail button on a field when we right click

To show the view detail button, there are many ways.  By overriding jumpRef method is one way to show the view detail button.

JumpRef method is used when we click on the any form and wanted to move the respective detail page of it .

Like we have a sales order field on any other form and by right clicking we wanted to see the view detail button so that we can move the detail page of the sales order. 

you can find the below sample code.  There are some other ways as well to override the jumpRef method

    public void jumpRef()

    {

        SalesTable      salesTable = SalesTable::find("SalesId");

        Args            args = new Args(This);

        MenuFunction    mf;

   

        //Specify the record

        args.record(salesTable);

        args.caller(element);

        //Specify the menuitem name that is going to be called.

        mf = new MenuFunction(menuItemDisplayStr(SalesTableDetails), MenuItemType::Display);

        mf.run();

 

    }

 

Read excel file using x++ in Dynamics 365 F&O

 How to read excel file using x++ in Dynamics 365 Finance and operation

Below is the Runnable class we can use to read the excel file. 

internal final class TestReadExcelFile

{

    FileUploadTemporaryStorageResult        fileUploadResult;

    int                                     totalRows;

 

    /// <summary>

    /// Parm method for the file upload storage

    /// </summary>

    /// <param name = "_fileUplaodResult">File upload storage</param>

    /// <returns>File upload storage</returns>

    public FileUploadTemporaryStorageResult parmFileUploadResult(FileUploadTemporaryStorageResult   _fileUplaodResult = fileUploadResult)

    {

        fileUploadResult = _fileUplaodResult;

 

        return fileUploadResult;

    }

 

    /// <summary>

    /// Class entry point. The system will call this method when a designated menu

    /// is selected or when execution starts and this class is set as the startup class.

    /// </summary>

    /// <param name = "_args">The specified arguments.</param>

    public static void main(Args _args)

    {

        TestReadExcelFile       readExcelFile = new TestReadExcelFile();

        try

        {

            FileUploadTemporaryStorageResult    tempStorageResult = File::GetFileFromUser() as FileUploadTemporaryStorageResult;

 

            if (tempStorageResult && tempStorageResult.getUploadStatus())

            {

                readExcelFile.parmFileUploadResult(tempStorageResult);

                readExcelFile.readExcelFile();

            }

        }

        catch

        {

            Error("Error");

        }

    }

 

    /// <summary>

    /// Get the excel ranges to read the excel

    /// </summary>

    /// <returns>Excel range</returns>

    private OfficeOpenXml.ExcelRange getRange()

    {

        int                             firstRow, lastRow;

        System.IO.Stream                stream;

        OfficeOpenXml.ExcelPackage      excelPackage;

        OfficeOpenXml.ExcelRange        range;

        OfficeOpenXml.ExcelWorksheet    excelWorksheet;

 

 

        stream = fileUploadResult.openResult();

 

        excelPackage = new OfficeOpenXml.ExcelPackage(stream);

        excelPackage.Load(stream);

        //get the first worksheet. here you can specify the sheet name as well

        excelWorksheet = excelPackage.get_Workbook().get_Worksheets().get_Item(1);

        firstRow  = excelWorksheet.Dimension.Start.Row;

        lastRow   = excelWorksheet.Dimension.End.Row;

        totalRows = lastRow - firstRow + 1;

        range     = excelWorksheet.Cells;

        return range;

    }

 

    /// <summary>

    /// Read excel file

    /// </summary>

    public void readExcelFile()

    {

        int                     recordsUpdated;

        CustGroup               custGroup;

        OfficeOpenXml.ExcelRange range = this.getRange();

 

        //First row is header so we we reading the values from second row.

        for (int i = 2; i <= totalRows; i++)

        {

           

            CustGroupId                custGroupLocal           = range.get_Item(i,1).Value;

            Description                custGroupName            = range.get_Item(i,2).Value;

 

            custGroup.clear();

            custGroup.CUstGroup = custGroupLocal;

            custGroup.Name      = custGroupName;

            custGroup.insert();           

        }

        Info(strFmt("Record %1 created", totalRows-1));

    }

 

}