Business Integration Solutions documentation

How to: Set up the fact box for drag and drop

You can add the Document Management fact box to virtually any page and use the drag-and-drop feature to archive and link documents to a record.

To add the Document Management fact box to a page:

1. Open the Microsoft Dynamics NAV development environment.
2. Select the page object.
3. Open the page designer.
4. Add the following part in a FactBoxArea:

Type	SubType	Name	Caption	PagePartID
Part	Page	DocMgtFactBox	Document Management	N108 Document Mgt. Factbox (in Properties)

5. Go to the C/AL Editor and add the following local variable in the OnAfterGetCurrRecord() trigger:

Name	DataType	Subtype
DocMgtRecRef	RecordRef	-

6. Add the following code in the OnAfterGetCurrRecord() trigger:

   //For Document Management
   DocMgtRecRef.GETTABLE(Rec);
   IF DocMgtRecRef.GET(DocMgtRecRef.RECORDID) THEN BEGIN
     CurrPage.DocMgtFactBox.PAGE.SetSource(DocMgtRecRef.RECORDID);
     CurrPage.DocMgtFactBox.PAGE.RefreshList;
   END;
   

7. Compile the page object.

8. Open the page in RTC to check the result.