Document Handling in Microsoft Dynamics AX

Document Handling in Microsoft Dynamics AX 2009 and 2012





Document Handling is very useful to attach files related to AX data to forms. It’s possible to add data at any form. It is also useful to attache any reference document to any record in Form.
To use Document Handling you have to activate it by follow these steps...

To activate this feature follow the next steps:


1. Go to BasicSetupDocument management:


image
image
2. Setup Parameters:

image

Active directory is the default path where allocate the files to attach.
Check Use Active document tables has to be activated.


image

Number sequence to numerate the attachments.
3. Define Document types:

image

For each type it’s necessary define the location folder:

image

4. Select in which forms it’s possible to attach documents in Active document tables:

image


5. Now, we can attach documents in the above forms. For example in Employees form:

image
image


For this example, we are going to attach a Photo:
image

Select the photo and click open:

image


With the check Show file activated we can see the photo/document:

image

Also, we can open the document with the right button Open.

-Harry

Comments

  1. If you are unable to see images in any blog, plz reopen this same link in internet explorer.

    ReplyDelete
  2. is there a way to set the default on the restriction from "internal" to external"?

    ReplyDelete

Post a Comment

Thanks

Popular posts from this blog

Connecting to Databases through X++ PART -I

X++ code for document attachment

Multiple Tables In Query