D365O Form Patterns

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D365O Form Patterns by Mind Map: D365O Form Patterns

1. Details Master (two variants)

1.1. Details Master (basic) - High level Structure

1.1.1. Design

1.1.1.1. ActionPane (ActionPane)

1.1.1.2. SidePanel (Group)

1.1.1.2.1. QuickFilter

1.1.1.2.2. CustomFilters (Group) [Optional]

1.1.1.2.3. NavigationList (Grid, Style=List)

1.1.1.3. MainTab (Tab ShowTabs=No)

1.1.1.3.1. DetailsTabPage (TabPage)

1.1.1.4. GridTabPage (TabPage)

1.1.1.4.1. CustomFilterGroup (Group)

1.1.1.4.2. MainGrid (Grid)

1.1.1.4.3. MainGridDefaultAction (CommandButton)

1.2. Details Master w/Standard Tabs – High-level structure

1.2.1. Design

1.2.1.1. ActionPane (ActionPane)

1.2.1.2. SidePanel (Group)

1.2.1.2.1. QuickFilter

1.2.1.2.2. CustomFilters (Group) [Optional]

1.2.1.2.3. NavigationList (Grid, Style=List)

1.2.1.3. MainTab (Tab ShowTabs=No)

1.2.1.3.1. DetailsTabPage (TabPage)

2. Details Transaction

2.1. Design

2.1.1. ActionPane (ActionPane)

2.1.2. SidePanel (Group)

2.1.2.1. QuickFilter

2.1.2.2. CustomFilters (Group] [Optional]

2.1.2.3. NavigationList (Grid, Style=List)

2.1.3. PanelTab (Tab ShowTabs=No)

2.1.3.1. DetailsPanel (TabPage)

2.1.3.1.1. TitleGroup (Group)

2.1.3.1.2. HeaderLinePanels (Tab ShowTabs=No)

2.1.3.2. GridPanel (TabPage PanelStyle=Grid)

2.1.3.2.1. CustomFilterGroup (Group)

2.1.3.2.2. MainGrid (Grid)

2.1.3.2.3. MainGridDefaultAction (CommandButton)

3. Dialog (six variants)

3.1. Dialog (basic) – High-level structure

3.1.1. Design

3.1.1.1. SecondaryInstruction (StaticText) [Optional]

3.1.1.1.1. ActionPane (ActionPane) [Optional]

3.1.1.1.2. DialogHeader (Group, can repeat) [Optional]

3.1.1.1.3. DialogContent (Group, repeats 1..N)

3.1.1.1.4. DialogCommitContainer (ButtonGroup)

3.2. Dialog w/Tabs and Dialog w/FastTabs – High-level structure

3.2.1. Design

3.2.1.1. SecondaryInstruction (StaticText) [Optional]

3.2.1.2. ActionPane (ActionPane) [Optional]

3.2.1.3. DialogHeader (Group, can repeat) [Optional]

3.2.1.4. TabContent (Tab)

3.2.1.5. TabPage (TabPage, repeats 1..N)

3.2.1.6. DialogFooter (Group) [Optional]

3.2.1.7. DialogCommitContainer (ButtonGroup)

3.2.1.7.1. OKButton ($Button)

3.2.1.7.2. OtherButton ($Button, can repeat) [Optional]

3.2.1.7.3. CancelButton ($Button)

3.3. Dialog w/double tabs – High-level structure

3.3.1. Design

3.3.1.1. SecondaryInstruction (StaticText) [Optional]

3.3.1.2. ActionPane (ActionPane) [Optional]

3.3.1.3. DialogHeader (Group, can repeat) [Optional]

3.3.1.4. TabContent (Tab)

3.3.1.4.1. TabPage (TabPage) [1..*]

3.3.1.5. TabContent (Tab)

3.3.1.5.1. TabPage (TabPage) [1..*]

3.3.1.6. DialogFooter (Group) [Optional]

3.3.1.7. DialogCommitContainer (ButtonGroup)

3.3.1.7.1. OKButton ($Button)

3.3.1.7.2. OtherButton ($Button, can repeat) [Optional]

3.3.1.7.3. CancelButton ($Button)

3.4. Dialog (read only) – High-level structure

3.4.1. Design

3.4.1.1. SecondaryInstruction (StaticText) [Optional]

3.4.1.2. ActionPane (ActionPane) [Optional]

3.4.1.3. DialogHeader (Group, can repeat) [Optional]

3.4.1.4. DialogContent (Group, repeats 1..N)

3.4.1.5. DialogCommitContainer (ButtonGroup)

3.4.1.5.1. CloseButton ($Button)

4. Drop Dialog (two variants)

4.1. Drop dialog (basic) – High-level structure

4.1.1. Design

4.1.1.1. SecondaryInstruction (StaticText) [optional]

4.1.1.2. DialogContent (Group)

4.1.1.3. DialogCommitContainer (ButtonGroup)

4.1.1.4. OKButton ($Button)

4.2. Drop dialog (read only) – High-level structure

4.2.1. Design

4.2.1.1. SecondaryInstruction (StaticText) [optional]

4.2.1.2. DialogContent (Group)

5. FactBox (two variants)

5.1. Form Part FactBox Grid – High-level structure

5.1.1. Design

5.1.1.1. Grid

5.1.1.2. GridDefaultAction (Button) [Optional]

5.1.1.3. ButtonGroup (ButtonGroup) [Optional]

5.1.1.3.1. Button

5.2. Form Part FactBox Card – High-level structure

5.2.1. Design

5.2.1.1. FieldGroups (Group) [0..N]

5.2.1.1.1. Fields ($Fields, 1..N)

5.2.1.2. Fields ($Field) [0..N]

5.2.1.3. ButtonGroup (ButtonGroup) [Optional]

5.2.1.3.1. Button

6. List Page

6.1. Design

6.1.1. ActionPane (ActionPane)

6.1.2. Custom Filter (Group)

6.1.2.1. Quick Filter (Quick Filter)

6.1.2.2. OtherFilters ($Field) [0..N]

6.1.3. Grid (Grid)

7. Lookup (three variants)

7.1. Lookup basic – High-level structure

7.1.1. Design

7.1.1.1. CustomFilter (Group) [Optional]

7.1.1.2. Grid | Tree | ListView

7.1.1.3. LookupActions (Group) [Optional]

7.2. Lookup w/tabs – High-level structure

7.2.1. Design

7.2.1.1. CustomFilter (Group) [Optional]

7.2.1.2. LookupTab (Tab)

7.2.1.2.1. LookupTabPage (TabPage, repeats 1..N)

7.2.1.3. LookupActions (Group) [Optional]

7.3. Lookup w/preview – High-level structure

7.3.1. Design

7.3.1.1. CustomFilter (Group) [Optional]

7.3.1.2. LookupContent (Group)

7.3.1.2.1. Grid | Tree | ListView

7.3.1.3. VerticalSplitter (Group)

7.3.1.3.1. Preview (Group)

7.3.1.4. LookupActions (ActionPane)

8. Simple Details (four variants)

8.1. Simple Details w/Toolbar and Fields – High-level structure

8.1.1. Design

8.1.1.1. ActionPane (ActionPane)

8.1.1.2. Body (Group) – Note: A field subpattern is used.

8.2. Simple Details w/FastTabs – High-level structure

8.2.1. Design

8.2.1.1. ActionPane (ActionPane)

8.2.1.2. HeaderGroup (Group) [Optional]

8.2.1.3. Body (Tab, Style=FastTabs)

8.2.1.3.1. BodyTabPages (TabPage repeats 1..N)

8.2.1.4. FooterGroup (Group) [Optional]

8.3. Simple Details w/Standard Tabs – High-level structure

8.3.1. Design

8.3.1.1. ActionPane (ActionPane)

8.3.1.2. HeaderGroup (Group) [Optional]

8.3.1.3. Body (Tab, Style=Tabs)

8.3.1.3.1. BodyTabPages (TabPage repeats 1..N)

8.3.1.4. FooterGroup (Group) [Optional]

8.4. Simple Details w/Panorama – High-level structure

8.4.1. Design

8.4.1.1. ActionPane (ActionPane)

8.4.1.2. Body (Tab, Style=Panorama)

8.4.1.2.1. BodyTabPages (TabPage repeats 1..N)

8.4.1.3. FooterGroup (Group) [Optional]

9. Simple List

9.1. Design

9.1.1. ActionPane (ActionPane)

9.1.2. Custom Filter (Group)

9.1.2.1. Quick Filter (Quick Filter)

9.1.2.2. OtherFilters ($Field) [0..N]

9.1.3. TabularGrid (Grid)

9.1.4. Footer (Group) [Optional]

10. Simple List & Details (three variants)

10.1. Design

10.1.1. ActionPane

10.1.2. NavigationList (Group)

10.1.2.1. Quick Filter

10.1.2.2. CustomFilterGroup (Group) [Optional]

10.1.2.3. ListStyleGrid (Grid) | Tree | TabularGrid (Grid)

10.1.3. VerticalSplitter (Group) [only allowed for Tree or TabularGrid variants]

10.1.4. DetailsHeader (Group)

10.1.5. DetailsTab (Tab)

11. Table of Contents

11.1. Design

11.1.1. Tab (Style=VerticalTabs)

11.1.1.1. TabPage [repeats 1..N times]

11.1.1.2. Title (Group)

11.1.1.2.1. MainInstruction (StaticText)

11.1.1.2.2. SecondaryInstruction (StaticText) [Optional]

11.1.1.3. Body (Group) | FastTabContent (Tab)

12. Task (two variants)

13. Wizard

13.1. Design (Style=Wizard; Caption=<wizard title>)

13.1.1. WizardContent (Tab)

13.1.1.1. WizardContentPage (TabPage) [repeats 1..N times, can be named anything; Caption set to page title]

13.1.1.1.1. MainInstruction (StaticText)

13.1.1.1.2. Body (Group)

14. Operational Workspace

14.1. Design

14.1.1. Action pane (ActionPane) [Optional]

14.1.2. Workspace page filter group (Group) [Optional] – This must use the Workspace Page Filter Group subpattern.

14.1.3. Panorama (Tab)

14.1.3.1. Section summary tiles (TabPage) – This must use the Section Tiles subpattern.

14.1.3.2. Section tabbed list (TabPage) – This must use the Section Tabbed List subpattern.

14.1.3.3. Section charts (TabPage) [Optional] – This must use the Section Stacked Chart subpattern.

14.1.3.4. Section PowerBI (TabPage) [Optional] – This must use the Section PowerBI subpattern.

14.1.3.5. Section related links (TabPage) – This must use the Section Related Links subpattern.

15. Workspace Panorama Sections (three variants)