How to implement NavSherpa on a Card page with sub-lines

The NavSherpa module can be implemented on any number of pages. If NavSherpa needs to be used on a page where is not implemented by default, it can be added. Contact your system administrator for adding the NavSherpa module to the required page. This implementation method is used if NavSherpa shows information on a subpage (document lines). NavSherpa is connected with a header table and a line table on a page.

Card implementation

Create these global variables on the page:

Name	ID	DataType
ListSharePointListCode	4065001	Code[20]
WorkFlowListSharePointListCode	4065002	Code[20]
SharePointListSetupExists	4065003	Boolean
SharePointLibrarySetupExists	4065004	Boolean
ShowWebBrowser	4065005	Boolean
WorkFlowListSetupExists	4065006	Boolean
AllowDeleteRecords	4065007	Boolean
ShowSmartTree	4065008	Boolean
SmartTreeDisplay	4065009	Option (FactBox,HideFactBox,NewPage)
LineListSharePointListCode	4065020	Code[20]
LineWorkFlowListSharePointListCode	4065021	Code[20]
LineSharePointListSetupExists	4065022	Boolean
LineSharePointLibrarySetupExists	4065023	Boolean
LineShowWebBrowser	4065024	Boolean
LineWorkFlowListSetupExists	4065025	Boolean
LineAllowDeleteRecords	4065026	Boolean
LineShowSmartTree	4065027	Boolean
LineSmartTreeDisplay	4065028	Option (FactBox,HideFactBox,NewPage)

Add this control to the page content area. (Recommendation: Add this FastTab as the last FastTab on the page)

Name

ID

CaptionML

PagePartID

Visible

PartType

ApplicationArea

WebBrowser

4065100

ENU=NavSherpa Library Insight

Page4065017

ShowWebBrowser

Page

#NavSherpa

Add these controls to the page factbox area. (Recommendation: Add these FactBoxes as the first FactBoxes on the page)

Name	ID	CaptionML	PagePartID	Visible	PartType	ApplicationArea
DragAndDropDocumentsToSP	4065101	ENU=NavSherpa Smart Tree	Page4065013	ShowSmartTree	Page	#NavSherpa
SharePointWFStatusFactbox	4065102	ENU=WorkFlow Status (NavSherpa)	Page4065021	WorkFlowListSetupExists	Page	#NavSherpa
LineSharePointWFStatusFactbox	4065103	ENU=Lines WorkFlow Status (NavSherpa)	Page4065020	LineWorkFlowListSetupExists	Page	#NavSherpa

Add a new action group to the ActionItems container below the action group "Functions" (if this group exists.)

Name

ID

CaptionML

Image

NavSherpa

4065000

ENU=NavSherpa

Web

Add these new actions to the NavSherpa group. Use code documentation for the added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

Name	ID	CaptionML	Visible	Image	Promoted	PromotedIsBig	PromotedCategory	PromotedOnly	ApplicationArea
SPLink	4065001	ENU=SP Link	SharePointListSetupExists	LinkWeb	Yes	Yes	Process	No	#NavSherpa
SPLink	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.OpenSharePointListLink('',Rec); END;
AdvWorkFlow	4065002	ENU=Advanced WorkFlow	WorkflowListSetupExists	WorkCenterLoad	Yes	Yes	Process	No	#NavSherpa
AdvWorkFlow	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.StartWorkflow('',Rec,TRUE,FALSE,Rec,0); END;
CopyToSP	4065003	ENU=Copy to SP	SharePointListSetupExists	ExportElectronicDocument	No	No	Process	No	#NavSherpa
CopyToSP	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.UpdateListItems('','',FALSE,Rec,TRUE,FALSE); END;
RemFromSP	4065004	ENU=Remove from SP	AllowDeleteRecords	VoidElectronicDocument	No	No	Process	No	#NavSherpa
RemFromSP	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.UpdateListItems('','',TRUE,Rec,TRUE,FALSE); END;
SmartTree	4065005	ENU=Smart Tree	SmartTreeDisplay <> SmartTreeDisplay::FactBox	CopyFromBOM	Yes	Yes	Process	Yes	#NavSherpa
SmartTree	OnAction=VAR DragAndDropFactbox@4065000 : Page 4065013; BEGIN IF SmartTreeDisplay = SmartTreeDisplay::HideFactBox THEN BEGIN ShowSmartTree := NOT ShowSmartTree; CurrPage.UPDATE; END ELSE BEGIN DragAndDropFactbox.SetEditable(CurrPage.EDITABLE); DragAndDropFactbox.SetRecordRecord(Rec); DragAndDropFactbox.RUN; END; END;
AccessGroup	4065006	ENU=Access Group	SharePointLibrarySetupExists	UserCertificate	Yes	Yes	Process	No	#NavSherpa
AccessGroup	OnAction=VAR AccessGroupMgt@4065000 : Codeunit 4065006; OriginalView@4065001 : Text; BEGIN OriginalView := GETVIEW(FALSE); CurrPage.SETSELECTIONFILTER(Rec); AccessGroupMgt.EditRecordAccessUsersLookup(Rec); SETVIEW(OriginalView); MARKEDONLY(FALSE); END;

Create a new function named UpdateNavSherpaControls on the page. This function must contain a variable of type Record, referencing the same table as used on subpage. This code example demonstrates an implementation on the Opportunity Card with Opportunity Entries as a subpage. Use code documentation for added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

LOCAL PROCEDURE UpdateNavSherpaControls@4065001();

VAR

NavSherpaInterface@4065000 : Codeunit 4065007;

NavSherpaSetup@4065001 : Record 4065016;

PurchaseLine@4065002 : Record 39;

BEGIN

IF NavSherpaSetup.READPERMISSION THEN BEGIN

NavSherpaInterface.GetSharePointSettings(ListSharePointListCode,WorkFlowListSharePointListCode,SharePointListSetupExists,SharePointLibrarySetupExists

,ShowWebBrowser,WorkFlowListSetupExists,AllowDeleteRecords,SmartTreeDisplay,Rec);

ShowSmartTree := SharePointLibrarySetupExists AND ((SmartTreeDisplay = SmartTreeDisplay::FactBox) OR ShowSmartTree);

IF SharePointLibrarySetupExists THEN BEGIN

CurrPage.DragAndDropDocumentsToSP.PAGE.SetEditable(CurrPage.EDITABLE);

CurrPage.DragAndDropDocumentsToSP.PAGE.SetRecordRecord(Rec);

IF ShowWebBrowser THEN

CurrPage.WebBrowser.PAGE.SetURLByFilterRecord(CurrPage.DragAndDropDocumentsToSP.PAGE.GetSelectedLibraryCode,ListSharePointListCode,Rec,Rec);

END;

IF WorkFlowListSetupExists THEN BEGIN

CurrPage.SharePointWFStatusFactbox.PAGE.SetWFMappingFilter('',Rec);

END;

NavSherpaInterface.GetSharePointSettings(LineListSharePointListCode,LineWorkFlowListSharePointListCode

,LineSharePointListSetupExists,LineSharePointLibrarySetupExists

,LineShowWebBrowser,LineWorkFlowListSetupExists,LineAllowDeleteRecords,LineSmartTreeDisplay,PurchaseLine);

LineShowSmartTree := LineSharePointLibrarySetupExists AND ((LineSmartTreeDisplay = LineSmartTreeDisplay::FactBox) OR LineShowSmartTree);

IF LineWorkFlowListSetupExists THEN BEGIN

PurchaseLine.RESET;

PurchaseLine.SETRANGE("Document Type","Document Type");

PurchaseLine.SETRANGE("Document No.","No.");

CurrPage.LineSharePointWFStatusFactbox.PAGE.SetWFMappingFilter('',PurchaseLine,TRUE,PurchaseLine.FIELDNO("Line No."));

END;

Note:

Functionality changes the Editable property in the NavSherpa Smart Tree according the current page's Editable property. This can create a problem on pages which aren't editable, but should allow documents to be uploaded. For this a line has to be changed from

CurrPage.DragAndDropDocumentsToSP.PAGE.SetEditable(CurrPage.EDITABLE);

CurrPage.DragAndDropDocumentsToSP.PAGE.SetEditable(TRUE);

The LineSharePointWFStatusFactbox shows all workflows for all lines of the subpage. If workflows use same name, for example "Approval Line" and workflows will be started for all lines, the program will show "Approval Line" for example 5 times in the FactBox. This is problematic in that the user wouldn't know which workflow is for first line, second line etc.. The function "SetWFMappingFilter" provide accepts a parameter "_LineIdentificationFieldNo". This parameter can be used as a line indexing definition. If the parameter is set to "0", the workflow name will be displayed as "Approval Line". If the parameter resolves to a field number, for example "OpportunityEntry.FIELDNO("Entry No.")", the workflow name will be displayed as "(10000) Approval Line" and the user will know which workflow is running for each line. This should be amended to the "UpdateNavSherpaControls" function. The code example below uses the field "Sales Cycle Stage" as a line indexing definition.

CurrPage.LineSharePointWFStatusFactbox.PAGE.SetWFMappingFilter('',OpportunityEntry,TRUE,OpportunityEntry.FIELDNO("Sales Cycle Stage"));

Add code to the trigger OnNewRecord. Use code documentation for added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

UpdateNavSherpaControls;
Add code to the trigger OnAfterGetCurrRecord. Use code documentation for added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

UpdateNavSherpaControls;

SubPage implementation

Create these global variables on the page:

Name	ID	DataType
ListSharePointListCode	4065001	Code[20]
WorkFlowListSharePointListCode	4065002	Code[20]
SharePointListSetupExists	4065003	Boolean
SharePointLibrarySetupExists	4065004	Boolean
ShowWebBrowser	4065005	Boolean
WorkFlowListSetupExists	4065006	Boolean
AllowDeleteRecords	4065007	Boolean

Add a new action group to the ActionItems container below the action group "Functions" (if this group exists.)

Name

ID

CaptionML

NavSherpa

4065000

ENU=NavSherpa

Add these new actions to the NavSherpa group. Use code documentation for the added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

Name	ID	CaptionML	Visible	Image	Promoted	PromotedIsBig	PromotedCategory	ApplicationArea
SPLink	4065001	ENU=SP Link	SharePointListSetupExists	LinkWeb	Yes	Yes	Process	#NavSherpa
SPLink	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.OpenSharePointListLink('',Rec); END;
AdvWorkFlow	4065002	ENU=Advanced WorkFlow	WorkflowListSetupExists	WorkCenterLoad	Yes	Yes	Process	#NavSherpa
AdvWorkFlow	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.StartWorkflow('',Rec,TRUE,FALSE,Rec,0); END;
CopyToSP	4065003	ENU=Copy to SP	SharePointListSetupExists	ExportElectronicDocument	No	No	Process	#NavSherpa
CopyToSP	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.UpdateListItems('','',FALSE,Rec,TRUE,FALSE); END;
RemFromSP	4065004	ENU=Remove from SP	AllowDeleteRecords	VoidElectronicDocument	No	No	Process	#NavSherpa
RemFromSP	OnAction=VAR NavSherpaInterface@4065000 : Codeunit 4065007; BEGIN NavSherpaInterface.UpdateListItems('','',TRUE,Rec,TRUE,FALSE); END;

Create a new function named UpdateNavSherpaControls on the page. Use code documentation for added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

LOCAL PROCEDURE UpdateNavSherpaControls@4065001();

VAR

NavSherpaInterface@4065000 : Codeunit 4065007;

NavSherpaSetup@4065001 : Record 4065016;

BEGIN

IF NavSherpaSetup.READPERMISSION THEN BEGIN

NavSherpaInterface.GetSharePointSettings(ListSharePointListCode,WorkFlowListSharePointListCode,SharePointListSetupExists,SharePointLibrarySetupExists

,ShowWebBrowser,WorkFlowListSetupExists,AllowDeleteRecords,SmartTreeDisplay,Rec);

ShowSmartTree := SharePointLibrarySetupExists AND ((SmartTreeDisplay = SmartTreeDisplay::FactBox) OR ShowSmartTree);

END;

Add code to the trigger OnNewRecord. Use code documentation for added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

UpdateNavSherpaControls;
Add code to the trigger OnAfterGetCurrRecord. Use code documentation for added code (Example: //---- NSPW110.00:BEGIN and //---- NSPW110.00:END)

UpdateNavSherpaControls;
Save the changes.
Add the NavSherpa version to both objects' "Version List". Minimal text is NSPW110.00. This is necessary to identify the changes.