Saturday, June 18, 2011

Document Handling functionality in EP for a new table in AX 2009

To display/upload the documents for a record in a newTable through EP in AX 2009, we can use the existing Web menu items like EPDocuList, EPDocuListPopUp, EPDocuListFromInfo etc., 

But if these menu items are directly used on our new EP pages then it doesn't work properly. The solution would be to add a relation with the new table on DocuRef table as shown in the below screenshot:

 
Remember to set the Validate Property to No. Now, the standard EPDoculist etc., web URL's can be used on the Web Pages to view/download the list of documents attached for a record of the new table.

6 comments:

Yasir Godil said...

Thank you. That really helped

harsh said...

Hey Giridhar,

I want to know the flow of Document Handling and How can we use Document Handling on Enterprises Portal in Ax 2009 and Ax 2012.If you have any idea then please let me know.

Thanks & Regards
Arun Garg
harshnmh@gmail.com

Giridhar Raj said...

Hi Arun,

If you would like to upload,view,download the documents for a record in AX through EP then this blog post tells you on how can you achieve it.

harsh said...

Hey Giridhar,


Thanks for your reply,but i want to know the complete process of Document Handling on Enterprises Portal in Ax 2009 and Ax 2012.If you have any document then please let me know.

Thanks in advance
Arun Garg
harshnmh@gmail.com

LALIT JIVNANI said...

How to use Document Handling for shared tables in Enterprise Portal ?

I have a customized table for which i want to enable Document Handling regarding that table in EP.

Can anybody provide me a series of solution ?

Its a kind of urgent.

LALIT JIVNANI said...

How to use Document Handling for shared tables in Enterprise Portal ?

I have a customized table for which i want to enable Document Handling regarding that table in EP.

Can anybody provide me a series of solution ?

Its a kind of urgent.