Wednesday, October 15, 2025

Open form through code y passing filtered query using X++ 

/// <summary>
/// Clicked
/// </summary>
public void clicked()
{
    next clicked();

    MedVisit          visit;
    MenuFunction      menuFunction;

    visit = this.formRun().dataSource(formDataSourceStr(MedVisit, MedVisit)).cursor();
    
    FormRun formRun;
    Args args = new Args();

    // Set the query to the form
    args.name(formStr(CASEvents));
    //  args.caller(this.formRun());

    // Open the form with the specified query
    formRun = classFactory.formRunClass(args);
    formRun.init();

    FormDataSource formDataSource = formRun.datasource();
    formDataSource.query().dataSourceNo(1).addRange(fieldNum(CASEventsTable, EventID)).value(visit.CIAEventID);

    formDataSource.executeQuery();
    formDataSource.getFirst();
    formDataSource=formDataSource.getFirst().dataSource();

    args.record(formDataSource.getFirst());

    formRun.run();
    formRun.wait();

}
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Thursday, October 2, 2025

Run ER Report through code and send as an Email attachment 

str subject = strFmt("Subject: %1 [Ref#]", AccountNum);
str body = "<body><p>Dear Sir/Madam,</p><p>Please find attached.</p><p>Yours sincerely,<br>XXXX</p></body>";

if (email)
{
	var fileDestination = ERObjectsFactory::createFileDestinationAttachmentWithOtherDocuType(CustTable);

	Query query = new Query();
	query.addDataSource(tableNum(CustTable))
	.addRange(fieldNum(CustTable, AccountNum))
	.value(CustTable.AccountNum);
	
	str attachmentName = strFmt("OP-%1-%2", CustTable.AccountNum , DateTimeUtil::getSystemDateTime());

	str fileName = strFmt("%1.docx",attachmentName);

	ERObjectsFactory::createFormatMappingRunByFormatMappingId((select ERFormatMappingTable where ERFormatMappingTable.Name == CASParameters::find().ERCorporatePreSuspensionFormatName).RecId, fileName)
	.withFileDestination(fileDestination)
	.withParameter(new ERModelDefinitionDatabaseContext()
	.addQuery(tableNum(CustTable), query))
	.run();

	EmailService_XX::sendEmailAttachment(subject, body, email, this.getAttachmentData(member,fileName), attachmentName);
}
else
{
	throw error(strFmt("No primary email found for : %1", AccountNum));
}


 public static void sendEmailAttachment(
        str                     _subject,
        str                     _body,
        SysEmailAddress         _emailAddr,
        DocuRef                 _docuRef,
        str                     _fileName)
{
	SysMailerMessageBuilder mailer = new SysMailerMessageBuilder();

	mailer.setSubject(_subject);
	mailer.setFrom(SysEmailParameters::find().SMTPUserName);
	mailer.setBody(_body);
	mailer.addTo(_emailAddr);

	var conversionResult = ERPdfConversionService::convertFileToPdf(DocumentManagement::getAttachmentStream(_docuRef), ".docx");

	mailer.addAttachment(conversionResult.ResultStream,strFmt("%1.pdf",_fileName));

	try
	{
		SysMailerFactory::sendNonInteractive(mailer.getMessage());
	}
	catch(Exception::CLRError)
	{
		System.Exception ex = CLRInterop::getLastException();
		error(ex.Message);
		ttsbegin;
		_docuRef.selectForUpdate(true);
		_docuRef.delete();
		ttscommit;
	}
	finally
	{
		ttsbegin;
		_docuRef.selectForUpdate(true);
		_docuRef.delete();
		ttscommit;
	}
	
}

//////////Another class

using Microsoft.Dynamics365.LocalizationFramework;
using TL = Microsoft.Dynamics365.LocalizationFramework.Telemetry;
using BCS = Microsoft.Dynamics365.LocalizationFramework.ExternalApi.BCS;
using DC = Microsoft.Dynamics365.LocalizationFramework.Services.DocumentConversion;
using EA = Microsoft.Dynamics365.LocalizationFramework.ExternalApi;

/// <summary>
/// Class to provide access to PDF conversion process for Office documents.
/// </summary>
static class ERPdfConversionService
{
    private static EA.MicrosoftInternalUseOnly.IOfficeConversionClient conversionClient;
    /// <summary>
    /// Converts given Microsoft Word or Excel file stream to PDF.
    /// </summary>
    /// <param name = "_stream">A given file stream.</param>
    /// <param name = "_fileExtension">A given file extension.</param>
    /// <param name = "_requestId">A request id to track request; optional.</param>
    /// <param name = "_conversionSettings">Conversion settings; optional.</param>
    /// <param name = "_localeIdentifier">The locale identifier.</param>
    /// <returns>The conversion result.</returns>
    [Hookable(false)]
    static BCS.ConvertToPdfResponse convertFileToPdf(
        System.IO.Stream _stream, 
        str _fileExtension, 
        guid _requestId = newGuid(), 
     //   ERFormatFileDestinationPdfConversionSettings _conversionSettings = null,
        int _localeIdentifier = 0
    )
    {
        BCS.ConvertToPdfRequest request = new BCS.ConvertToPdfRequest();
        request.FileStream = _stream;
        request.ClientCorrelationId = _requestId;
        request.ClientName = identifierStr(DynamicsAxElectronicReporting);
        request.FileExtension = _fileExtension;
        request.PageOptions =  null;
        request.LocaleIdentifier = _localeIdentifier;
        var conversionClient1 = CASERPdfConversionService::getClient();
        return conversionClient1.ConvertToPdf(request, TL.ElectronicReportingMappingTelemetryLogger::Log);
    }

    /// <summary>
    /// Gets the client.
    /// </summary>
    /// <returns>Office conversion client.</returns>
    internal static EA.MicrosoftInternalUseOnly.IOfficeConversionClient getClient()
    {
        if (conversionClient == null)
        {
            conversionClient = EA.BCS.BcsApiClient::Instance;
        }
        return conversionClient;
    }

    /// <summary>
    /// Sets the client.
    /// </summary>
    /// <param name = "_conversionClient">A conversion client.</param>
    /// <remarks>For testing purpose.</remarks>
    internal static void setClient(EA.MicrosoftInternalUseOnly.IOfficeConversionClient _conversionClient)
    {
        conversionClient = _conversionClient;
    }
}


///////
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Currency Exchange Helper 

CurrencyExchangeHelper currencyExchangeHelper;
CurrencyCode toCurrency = _claimLine.CurrencyClaimed;
CurrencyCode FromCurrency = modifierAward.FixedAmountCurrencyCode;
currencyExchangeHelper = CurrencyExchangeHelper::newExchangeDate(Ledger::current(), _claimLine.TreatmentDate);
fixedAmt =  currencyExchangeHelper.calculateCurrencyToCurrency(toCurrency, fromCurrency,modifierAward.FixedAmount,true);
at No comments:

Sort a Map Descending order in X++ 

 public static Map sortbasedonRVUlevel(Map _unsortedMap, SortOrder _sortOrder = SortOrder::Descending)
 {
     // Initialize map with key=int, value=real
     Map sortedMap = new Map(Types::Int64, Types::Real);
     MapEnumerator e;
     container pairs = conNull();
     int64 key;
     int counter, i, j;
     real valueA, valueB;
     container temp;

     // Insert test data
     //m.insert(1, 10);
     //m.insert(2, 50);
     //m.insert(3, 20);
     //m.insert(4, 80);
     //m.insert(5, 40); 
     //m.insert(6, 40);

     // Gather all entries into the main container
     e = _unsortedMap.getEnumerator();
     while (e.moveNext())
     {
         key = e.current();
         pairs += [[key, _unsortedMap.lookup(key)]];
     }

     // Sort container pairs by value descending (bubble sort for demonstration)
     counter = conLen(pairs);
     for (i = 1; i < counter; i++)
     {
         for (j = i + 1; j <= counter; j++)
         {
             valueA = conPeek(conPeek(pairs, i), 2);
             valueB = conPeek(conPeek(pairs, j), 2);
             if(_sortOrder == SortOrder::Descending)
             {
                 if (valueA < valueB) // For descending order
                 {
                     temp = conPeek(pairs, i);
                     pairs = conPoke(pairs, i, conPeek(pairs, j));
                     pairs = conPoke(pairs, j, temp);
                 }
             }
             else
             {
                 if (valueA > valueB) // For ascending order
                 {
                     temp = conPeek(pairs, i);
                     pairs = conPoke(pairs, i, conPeek(pairs, j));
                     pairs = conPoke(pairs, j, temp);
                 }
             }
         }
     }

     // Output sorted pairs
     for (i = 1; i <= counter; i++)
     {
         key = conPeek(conPeek(pairs, i), 1);
         valueA = conPeek(conPeek(pairs, i), 2);
         sortedMap.add(key, valueA);
         info(strFmt("Key: %1, Value: %2", key, valueA));
     }

     return sortedMap;
 }
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Generate custom URL D365 FO 

public static str generateFTILink(RecId _invoiceIdentifier, DataAreaId _dataAreaId)
{
    //gets the generator instance
    var generator     = new Microsoft.Dynamics.AX.Framework.Utilities.UrlHelper.UrlGenerator();
    var currentHost   = new System.Uri(UrlUtility::getUrl());
    generator.HostUrl = currentHost.GetLeftPart(System.UriPartial::Authority);
    generator.Company = _dataAreaId;
    generator.MenuItemName = menuItemDisplayStr(CustFreeInvoiceListPage);
    generator.Partition = getCurrentPartition();
    generator.PageType = FormViewOption::Details;

    var requestQueryParameterCollection = generator.RequestQueryParameterCollection;
    requestQueryParameterCollection.AddRequestQueryParameter(
    formDataSourceStr(CustFreeInvoice, CustInvoiceTable),
    'RecId', int642Str(_invoiceIdentifier));

    System.Uri fullURI = generator.GenerateFullUrl();

    // to get the encoded URI, use the following code
    return fullURI.AbsoluteUri;
}
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Table browser URL in D365FO

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