Ribbon

   

"Table Link" opens page where users can setup table links. Table links must to be setup if Fields Mapping (FastTab)/Table ID is different than General (FastTab)/Table ID.

 

Example:

Table "Contact" needs a link setup to table "Salesperson/Purchaser", as the field mapping needs to retrieve salesperson name via salesperson code. The table link would be setup like this:

 

"Relation Filter" opens page where users can setup relation filters. Relation filters must to be setup if the field uses a relation to another table.

 

Example:

The field "Post Code" in the "Contact" table has a relation to the "Post Code" table. The primary key of the "Post Code" table is "Code,City". For a correct relation to be setup, it must filter on the fields "Code" and "City". The relation filter would be setup this way:

 

 

Since most relations are simple (for example "Territory Code" is related to table "Territory"), is not necessary set a Relation Filter for each Relation. Relation filters are generated automatically from fields "Table ID", "Field ID", "Related Table ID" and "Relation Field ID" in the "Fields Mapping" table. Relation filters must be set if the destination table has multiple fields in its primary key ("Post Code", "Dimension" etc.). Due to simple relations being generated automatically is it possible reduce settings, for example, this way:

Where the field mapping is:

 

 

the relation filter can be reduced to

 

"SharePoint Lookup Filter" opens a page where users can setup SharePoint lookup filters. SharePoint lookup filters must to be setup if Fields Mapping (FastTab)/Field Type = "Lookup". SharePoint lookup filters specify filters for a SharePoint list which are used when Microsoft Dynamics NAV looks for a record in the list.

 

Example:

The field "Company" on SharePoint list needs to be filled from the "Contact" table. The field "Company" looks up to the "Companies" list on SharePoint. The "Companies" list contains the field "ContactNo", which is primary key for this list. Microsoft Dynamics NAV needs to filter the "ContactNo" field with the value from the "Company No." field. The SharePoint lookup filter would be setup like this:

 

"Content Types" opens a page for content types that are related with the field.

This action adds all record content types from the list content types to the field.

This action adds all document set content types from the list content types to the field.

This action generates repository URL for the current field and list. This applies to the currently selected field. The function creates structured URL with filters for the selected field. The result is set into the SharePoint List Setup Card/General (FastTab)/Repository URL.

 

Example:

"Create Repository URL" is called from the line for the field "Bill-to Customer No."

The resulting repository URL will be "AllItems.aspx#InplviewHashbd3ff05f-5d4d-4674-a406-c10d95af8a3b=FilterField1=Customer-FilterValue1=%FIELD5%".