NAV 2009 – How to – Simple Form Transformation


This post describes the simplest possible way to transform a form into a page in NAV 2009. Both Pages and Transformation is documented in more details elsewhere. Here, I just want to make the simples possible example, just to get a simple form transformed into a simple page.

Prerequisites:

You need to have at least a NAV 2009 classic client and the Transformation tool. To test the page, of course you also need the Rolebased client. But to just transform a form, you don't need it.

Import the tool:

1)  Open a classic client, go to Object Designer and import the file TIF.fob from the folder TransformationTool\TIF Editor\
2)  Create a new form in NAV, as simple as possible. For example a Card form based on the customer table, with just a few fields on it. This is the form you want to transform.

Setup and use the Transformation tool:

3)  Run form 177000 "Transformation Forms"

4)  Click Import -> "Import PageType - FormType mapping", and select the file TransformationTool\TIF Editor\FormToPagetypeMapping.txt.

5)  Click Functions -> Get Forms. Filter on Type = Form, and ID = the new form, then click OK. This gets the form(s) that you want to transform.

6)  In the FormType field, select "Card" ("Form with TabControl only and a source table").


Run the transformation:

7)  Export the settings from form 177000: Click on Export -> "Transform Pages". You must export it to the TransformationTool folder, and it must be called TransformPages.xml.
8)  From Object Designer, export the form (Tools -> Export) as xml.You must export it to the folder TransformationTool, and it must be called Forms.xml.

You now have the form you want to transform, and the meta-data that tells the TranformationTool how to transform it.

9)  Run the file FormTransformation.exe from the TransformationTool folder. This generates a new file called Pages.xml. It also logs any progress or errors in the file Transformation.log.

Import the new page:

10) Back in NAV (classic client): Go to Object Designer, and import the file Pages.xml, and then compile it.

If all steps ran without any errors, you have now transformed your form into a page which can be displayed in the rolebased client.

 

Lars Lohndorf-Larsen (Lohndorf )

Microsoft Dynamics UK

Comments (6)

  1. Chandru says:

    I cannot find the file called DevTool.fob in Transformation ToolTIF Editor folder.please tell me from where i can download the DevTool.fob for doing the form to pages transformation in NAV 2009 Sp1

  2. navteam says:

    You are correct, there is not a DevTool.fob file. When this blog post was first written, there was a DevTool.fob file, but the objects in that file are now in TIF.fob. I’ve updated the post.

    Also take a look at the most recent documentation on MSDN about Form Transformation. http://msdn.microsoft.com/en-us/library/dd338789.aspx  

  3. LIU says:

    How to Transform report to Pages ?? can you give me a sample?

    liu19801109@hotmail.com

    thanks

  4. navteam says:

    The NAV developer help in the MSDN library has information about transforming ("redesigning") reports to the RDLC report layout that you use in the RoleTailored client. It is located here: http://msdn.microsoft.com/en-us/library/dd355186.aspx

    In particular, there are two Walkthrough topics that go through detailed examples. Hope that helps!

  5. Shan says:

    How to import .xml object in dynamics nav. When I import it says

    Microsoft Dynamics NAV Classic

    You do not have permission to create the 'Customer Card' Page.

    Contact your system administrator to have your permissions changed.

  6. rohit says:

    page could not be generated by this process
    regard
    rohit

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