Tag: X++
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Extending Electronic Reporting Sources: Integration with OneDrive (II/II)
To implement the logic, we will create the following classes: There are a lot of classes, each with a bunch of methods, but it’s not as complicated as it looks. Most of the methods are just required because we’re implementing an interface, and they’re basically one-liners that I copied from Microsoft’s example. I’ll try to…
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Extending Electronic Reporting Sources: Integration with OneDrive (I)
In this series, I will explain how to extend ER (Electronic Reporting) sources to import from non-default origins (beyond the default options like manual imports or SharePoint). This will also enable us to program batch jobs for continuous integrations. Specifically, I will guide you step by step on how to integrate with a third-party OneDrive,…
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Creating a Table Group All Pattern in Dynamics F&O
There is a recurring pattern across various parts of the ERP system that allows users to select a specific record, a group, or all. This pattern is commonly applied against Customer, Vendor, and Product Masters. The granularity it offers is highly useful, as it simplifies the user’s parameterization process. For example, with Customers, we can…
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The Fast Way to Filter Electronic Reporting by Selected Records
Sometimes, we need to print a report based on filtered records. While there is a default function for this in ER table records, using the “Ask for query” option, this may not always meet the user’s needs. Instead, the user might prefer to select the records directly from the form and then click the report…
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Extending Electronic Reporting Destinations: Integration with OneDrive (III)
In this final post of the series, I’m going to explain how to send files to OneDrive. Since I’ve implemented this functionality in a separate class, it’s more independent from the ER destinations. This is intentional because we may want to reuse the class for other developments. If you are extending destinations that aren’t for…
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Extending Electronic Reporting Destinations: Integration with OneDrive (II)
To implement the logic, we will create four classes: We won’t write the final class now. I’ll explain it in the next and last post of this series. For now, we will show an info message to verify it’s working. After compiling, we should see the destinations with a lookup for the connection. The enabled…
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Extending Electronic Reporting Destinations: Integration with OneDrive (I)
By default, you can export ER generated files to your computer, to a tab in your browser, to an email, to an archive (either the default SharePoint or the default Azure Storage), to a printer, and even to Power BI (though I’m not sure how this works, it seems to pass through SharePoint). Most of…
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Using Electronic Reporting for API requests (II)
In this second part, I’m going to explain the code from the executable class. I’m using attachments because I find them very helpful during testing and even in production. However, you can also work in memory; at the end of this guide, I’ll explain how. Let’s start with the executable class. We’ll begin by using…
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Using Electronic Reporting for API requests (I)
When we need to make a request to an external API, it’s really helpful to use ER because it’s a low-code environment that helps us build, test, and fix our messages much faster. ER supports XML and JSON, so we won’t have a hard time designing the request body or reading the response body. With…
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Run interface implementations parameterized in a lookup
In this blog post, I’m going to show you a pattern that allows users to parameterize an Interface and run it based on that parameterization. This isn’t a tutorial or guide per se, but rather an experimental solution I developed while trying to implement a similar pattern to the one already used by Microsoft in…
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Integrating Electronic Reporting import messages into the UI
Following my previous article, ‘Integrating ER Export Formats into the UI’, let’s now take a look at import messages. I’m starting with a very simple model, an import format and an import mapping (direction to destination). In the mapping, there are two user input parameters, ‘string1’ and ‘string2’. These parameters serve as the keys for…
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Integrating Electronic Reporting export formats into the UI
We’re going to see how to integrate an ER export format into a form. This involves adding a button that, when clicked, will execute a parameterized ER format and pass arguments from the currently selected record. We have this table, where the first two strings act as a unique key: Additionally, we have a Model,…