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Microsoft Dynamics AX 2009 : The MorphX Tools - Visual Form Designer and Visual Report Design

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7/25/2011 11:30:19 AM
MorphX has two visual designers, one for forms and one for reports, that allow you to drag controls onto the design surface in WYSIWYG fashion. IntelliMorph determines the actual position of the controls, so you can’t place them precisely.

You can override these layout restrictions by changing property values, such as Top, Left, Height, and Width, from Auto to a fixed value, allowing the visual designers to lay out the controls. However, doing so interferes with the automated layout attempted by IntelliMorph, which means that there is no guarantee that your forms and reports will display well when translated, configured, secured, and personalized.

It is a best practice to let IntelliMorph control all the layout. Most forms and reports that ship with Dynamics AX are designed by using the AOT. When the visual designer is opened, a tree structure of the design is displayed, making it fairly simple to add new controls to the design. You can either drag fields or field groups from the data source to the design or right-click the design and choose New Control.

Note

IntelliMorph and MorphX treat form and report designs as hierarchical structures. A control can be next to another control or inside a group control. This arrangement makes a lot of sense for business applications. If you require controls to be on top of one another, you must use absolute pixel positions. The order of the controls in the AOT mandates the z-order—that is, the order in which controls are virtually stacked in the display.


You can use a Report Wizard, accessed from the Microsoft Dynamics AX drop-down menu at Tools\Development Tools\Wizards, to help you create reports. The wizard guides you through the process step by step, allowing you to specify data sources, sorting, grouping, layout, and other settings before producing a report in the AOT.

Visual Form Designer

The designers can be helpful tools for learning how the IntelliMorph layout scheme works. If you have the Visual Form Designer open when you start designing a form, you immediately see what the form will look like, even when it is modified in the AOT. In fact, after creating a few forms, you’ll probably feel so confident of the power of IntelliMorph and the effectiveness of designing forms in the AOT that you’ll only rarely use the Visual Form Designer.

You open the Visual Form Designer by right-clicking a form’s design in the AOT and selecting Edit. The designer is shown in design mode in Figure 1. Next to the form is a toolbar with all the available controls, which can be dragged onto the form’s surface. You can also see the property sheet showing the selected control’s properties.

Figure 1. Visual Form Designer

One interesting form that overrides IntelliMorph is the form tutorial_Form_freeform. Figure 2 shows how a scanned bitmap of a payment form is used as a background image for the form, and the controls positioned where data entry is needed.

Figure 2. Nonstandard form that uses a bitmap background

Visual Report Designer

The majority of MorphX reports fall into two categories—internal and external. Requirements for reports used internally in a company are often more relaxed than requirements for external reports. External reports are often part of the company’s face to the outside world. An invoice report is a classic example of an external report.

Leveraging the features of IntelliMorph, internal reports typically follow an autodesign that allows the consumer of the report to add and remove columns from the report and control its orientation, font, and font size.

External reports typically use a generated design, which effectively overrides IntelliMorph. So for external reports, the Visual Report Designer is clearly preferable. Often, external reports are printed on preprinted paper containing, for example, the company’s letterhead, so the ability to easily control the exact position of each control is essential.

You create a generated design from an autodesign by right-clicking a design node of a report in the AOT and selecting Generate Design. You can open the Visual Report Designer by right-clicking a generated design and selecting Edit. As shown in Figure 3, each control can be moved freely, and new controls can be added.

Figure 3. Visual Report Designer

Notice the zoom setting in the lower-right corner of Figure 3. This setting allows you to get a close-up view of the report and, with a steady hand, position each control exactly where you want it.

The rendering subsystem of the report engine can print only generated designs because it requires all controls to have fixed positions. If a report has only an autodesign, the report engine generates a design in memory before printing.

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