Filter DataSets Field Lookup Enterprise Portal example code

on AOT datasets fields method, add this code below :

void dataSetLookup(SysDataSetLookup sysDataSetLookup)
{
    List list = new List(Types::String);
    Query query = new Query();

    // Add the table to the query.
    query.addDataSource(tableNum(HcmLeaveType));

    //filter query
    query.dataSourceTable(tableNum(HcmLeaveType)).addRange(fieldNum(HcmLeaveType,ValidToCredit)).value(SysQuery::value(NoYes::Yes));

    /* uncomment if the relation is not based on reference recid
    // Specify the fields to use for the lookup.
    list.addEnd(fieldStr(HcmLeaveType,LeaveTypeId));
    list.addEnd(fieldStr(HcmLeaveType,Description));

    // Supply the set of lookup fields.
    sysDataSetLookup.parmLookupFields(list);

    // Specify the field that is returned from the lookup.
    sysDataSetLookup.parmSelectField(fieldStr(HcmLeaveType,LeaveTypeId));
    sysDataSetLookup.parmHideSelectField(true);
    */ 

    // Pass the query to the SysDataSetLookup so that the query is used.
    sysDataSetLookup.parmQuery(query);
}

preview after lookup filtered by code :
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reference on MSDN :
https://msdn.microsoft.com/en-us/library/hh830903.aspx

Step by step deploying AX ListPage form to Enterprise portal

Listpage type form on ax can be deploy directly to enterprise portal.

And steps below show you how to do it :
1. Do incremental CIL first before deploy
2. On menu item display, right click on it and select deploy to EP and select module.
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3. After deploy, AX will create two web object on AOT, WebUrls (Web -> Web Menu Items -> Web URLs) and Web Page Definition (Web -> Web Files -> Web Page Definition)
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4. On Web Page Definitions properties “Module”, add submodule if you want to add this listpage on subModule on Enterprise portal , then right click on it select Deploy element.
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5. On Web URLs properties URL , add submodule same as page definition (optional), then right click on it and select import page
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6. Restart IIS
https://hellodax.com/2015/05/22/restart-iis-command-prompt/

7. Clear AOT cache
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8. To check the newly added custom webcontrol, just copy paste your Default Enterprise portal URLS (System Administration -> Setup -> Enterprise portal -> Websites) and webcontrol urls (from Web Urls Properties) to web browser.

default enterprise portal urls :
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full urls on web browser :
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another guide to add to quick launch sidebar :
https://hellodax.com/2015/05/22/add-new-custom-webparts-data-grid-to-enterprise-portal-quick-launch-sidebar-tutorial/

Step by step to deploy newly added WebControl to Enterprise Portal AX 2012

Deploying newly added webcontrol is much complicated than deploying SSRS.
I hope microsoft will simplify it on the next version of AX.

note :
this guide below is only for newly addded webcontrols.
if you already done the steps below, and want to update your webpage by using webcontrol, just right click on web controls AOT, and select deploy. It will replace the old web page with the new web page.

here is the steps for deploying webcontrols :

1. deploy the webcontrol on aot (Web -> Web Files -> Web Controls) , right click and choose “Deploy”
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2. then deploy Web Content Managed on aot (Web -> Web Content -> Managed) , and choose the module
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3. after you deploy web content managed , you will get two new object on AOT,
Web Urls (Web -> Web Menu Items -> URLs), and Web Page Definition (Web -> Web Files -> Page Definitions) , Right click on web page definitions , select “Deploy Elements”, right clicks on web urls, and select “Import Pages”

Web page definitions
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Web Ulrs
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4. Restart di IIS with IISRESET on your sharepoint server , see the reference post below
https://hellodax.com/2015/05/22/restart-iis-command-prompt/

5. Clear cache for making sure the enterprise portal is displaying the newly added webparts. (on some cases you must generate Incremental CIL too)
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6. To check the newly added custom webcontrol, just copy paste your Default Enterprise portal URLS (System Administration -> Setup -> Enterprise portal -> Websites) and webcontrol urls (from Web Urls Properties) to web browser.

default enterprise portal urls :
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web control urls :
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full urls on web browser :
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another guide to add to quick launch sidebar :
https://hellodax.com/2015/05/22/add-new-custom-webparts-data-grid-to-enterprise-portal-quick-launch-sidebar-tutorial/

get return container from AX and iterate(loop) items example code EP (Enterprise Portal) C#

protected void getCalendarDataFromAX()
    {
        SelectedDates.Clear();

        DateTime keyDate = System.DateTime.Now;
        int     valueInt = 0;
        Microsoft.Dynamics.AX.ManagedInterop.Container axContainer;

        axContainer = (Microsoft.Dynamics.AX.ManagedInterop.Container)this.AxSession.AxaptaAdapter.CallStaticRecordMethod("HRSScheduleRequestWorkerTmp", "getDataScheduleByWorker", personnelNumber, "SCH-000001");

        for (int i = 1; i <= axContainer.Count; i++)
        {
            if (i % 2 != 0)
            {
                keyDate = Convert.ToDateTime(axContainer.get_Item(i));
            }
            else
            {
                valueInt = Convert.ToInt32(axContainer.get_Item(i));
                if (SelectedDates.ContainsKey(keyDate))
                {
                    SelectedDates.Remove(keyDate);
                }
            
                SelectedDates.Add(keyDate, valueInt);
              
            }
        }

        ViewState["Dates"] = SelectedDates;
    }

how to add custom DLL reference to resolve error “missing an assembly reference” on enterprise portal AX 2012

if you add custom DLL to your VS project. When you open up web page you will receive error “are you missing an assembly reference?”.

to resolve this issue.. just copy paste the custom dll to folder (Sharepoint Server) C:\inetpub\wwwroot\wss\VirtualDirectories\PORT_NUMBER\_app_bin .

do incremental CIL and reset IIS

Reset the IIS :
https://hellodax.com/2015/05/22/restart-iis-command-prompt/

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example custom code submitManager class for both Rich Client and EP (Enterprise Portal) x++

differentiate the rich client and ep using the menu items name.
always remember to do INCREMENTAL CIL every time you modify any of workflow classses

public void submit(Args _args)
{
    WorkflowComment         note = "";
    WorkflowSubmitDialog    workflowSubmitDialog;
    WorkflowCorrelationId   workflowCorrelationId;
    recId                   recId;
    workflowTypeName        workflowTypeName = workflowtypestr("TIDEmploymentLeave");
    WorkflowComment         initialNote = "";
    HcmEmploymentLeave      HcmEmploymentLeave;
    FormDataSource          HcmEmploymentLeave_ds;
    EPWorkflowControlContext workflowControlContext;
    str                     menuItemName = _args.menuItemName();


    //from rich client
    if(menuItemName == menuitemactionstr(TIDEmploymentLeaveSubmitMenuItem) || menuItemName == menuitemActionStr(HRSLeaveCreditSubmitMenuItem))
    {
        // Workflow is starting from the Windows client. This can be determined
        // because the menu item for submitting the workflow on the Windows
        // client was chosen by the user.

        // Opens the submit to workflow dialog.
        workflowSubmitDialog = WorkflowSubmitDialog::construct(_args.caller().getActiveWorkflowConfiguration());
        workflowSubmitDialog.run();

        if (workflowSubmitDialog.parmIsClosedOK())
        {
            // Find what record from the Work Orders table is being submitted to workflow.
            recId = _args.record().RecId;

            // Get comments from the submit to workflow dialog.
            initialNote = workflowSubmitDialog.parmWorkflowComment();

            try
            {
                // Update the record in the FCMWorkOrders table that is being submitted to workflow.
                // The record is moved to the 'submitted' state.
                ttsBegin;
                HcmEmploymentLeave = _args.record();
                HcmEmploymentLeave.selectForUpdate(true);
                HcmEmploymentLeave.Status = HRSLeaveStatus::Submitted;
                HcmEmploymentLeave.update();
                // Activate the workflow.
                workflowCorrelationId = Workflow::activateFromWorkflowType(workflowTypeName, recId, initialNote, NoYes::No);

                 ttsCommit;

                // Updates the workflow button to diplay Actions instead of Submit.
                _args.caller().updateWorkflowControls();
            }

            catch(exception::Error)
            {
                info("Error on workflow activation.");
            }
        }
    }
    //from EP
    else
    {
         // Workflow is starting from Enterprise Portal.

         // Retrieve the workflow controller context from the arguments passed in.
         workflowControlContext = _args.caller();

         // Find what record from the Work Orders table is being submitted to workflow.
         recId = _args.record().RecId;

         // Get comments from the submit to workflow dialog.
         initialNote = workflowControlContext.getWorkflowComment();

        try
        {
            ttsBegin;
            workflowCorrelationId = Workflow::activateFromWorkflowType(workflowTypeName, recId, initialNote, NoYes::Yes);
            HcmEmploymentLeave = _args.record();
            HcmEmploymentLeave.selectForUpdate(true);
            HcmEmploymentLeave.Status = HRSLeaveStatus::Submitted;
            HcmEmploymentLeave.update();
            ttsCommit;
        }
        catch(exception::Error)
        {
            info("Error on workflow activation.");
        }
    }
}

error : Paging is not supported for queries that do not have an ordering property.

example error :
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if you are using list page for EP,
at your list page interaction class on AX.

do override method initializeQuery and add sortbyfield like example below

public void initializeQuery(Query _query)
{

_query.dataSourceTable(tableNum(HRSBenefitEntitlement)).addOrderByField(fieldNum(HRSBenefitEntitlement,Employment));
    super(_query);

}

do Incremental CIL after you modify the code.

error : The type or namespace name ‘Portal’ does not exist in the namespace ‘Microsoft.Dynamics’ (are you missing an assembly reference?)

i found this error when tried to edit and build solution for standard web control on visual studio.

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how to resolve :
Right Click on your project and select add EP Proxy Project.
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source :
https://msdn.microsoft.com/en-us/library/gg846077.aspx

error : Data or calculated fields with type ‘Record’ are not supported. EP AX 2012

found error : Data or calculated fields with type ‘Record’ are not supported when open custom page on Enterprise Portal.

the reason behind is because the DISPLAY method on table datasource or related table on AX is returning record.

example the error cause :
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Add new custom webparts (Data Grid) to Enterprise Portal Quick Launch sidebar tutorial

This is step by step to create custom webparts and added it to Enterprise Portal (EP)
1. at Visual Studio, add new EP VS Project
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2. Right click at the solution project, and click add new item, select Microsoft Dynamics Ax -> EP User Control with form and grid.
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3. Go to AOT, add new data set , then add datasource, link it to your table , do compile and do INCREMENTAL CIL.
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4. Go back to VS, refresh schema for the datasource, and select your newly created datasource
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5. Make sure your column etc are inside axForm, fill the properties DataKeyNames,DataMember and DataSourcesID
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6. at gridview, select datasource, and edit colomn, select field you want to show on the grid
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7. right click on VS solution project, and choose “Add your_webParts to AOT”
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8. go back to AOT, on Web -> Web Content -> Managed , find your webcontrol, right click on it, and Deploy to EP, then choose which module this webcontrol belongs to. After you deploy it , AX will create an URL Menu Item automatically at (Web -> Web Menu Items -> URLs) and Page Definition (Web -> Web Files -> Page Definition
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9. If your menu is on submenu of the module, example Home\EmployeeServices\ManageTime , just change it on properties “Web Module” at Page Definition. and change the url on on web url properties
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10. The next step is we want to add newly web parts to EP Quick Launch. Find the page you want to customize on “Web Modules” on AOT, on the properties, look at value of properties “Quick Launch”
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10. Go to Web -> Web Menus , find the Quick Launch, and drag and drop the newly add url menu item to Quick Launch Menu, then deploy the EP from System Admin -> Setup -> Enterprise Portal -> Deployment
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11. go to Web -> Web Modules . just right click and deploy on the module you customize.
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12. Last, restart IIS for refreshing the EP with newest customize, with command prompt see post :
https://hellodax.com/2015/05/22/restart-iis-command-prompt/
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13. Preview
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Init field value from datasource , show on Enterprise Portal AXBoundField

on AOT dataset method init() :
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X++ code on init method example:

public void init()
{
    super();
    DNLLeaveRequest.DNLEmplRecId  = DNLEmployeeTable::findByUserId().RecId;
    DNLLeaveRequest.LeaveDateFrom = today();
    DNLLeaveRequest.LeaveDateTo   = today();
}

or you can code it on Tables\initvalue()

XML code on visual studio for EP pages :

<%@ Control Language="C#" AutoEventWireup="true" CodeFile="TIDDNLLeaveRequestEP.ascx.cs" Inherits="TIDDNLLeaveRequestEP" %>
<dynamics:AxDataSource ID="AxDataSource1" runat="server" 
    DataSetName="TIDLeaveRequestDS" ProviderView="DNLLeaveRequest" 
    oninitializeddatasetrun="AxDataSource1_InitializedDataSetRun">
</dynamics:AxDataSource>
<dynamics:AxForm ID="AxForm1" runat="server" DataSourceID="AxDataSource1" 
    DataKeyNames="RecId,Added,AdvanceUsed,BlankLeave,carryused,ContactPhone,createdBy,createdDateTime,dataAreaId,DNLEmplRecId,DNLLeaveTypeRecId,IdApproval,IdPersonSubstitute,LeaveDateFrom,LeaveDateTo,modifiedBy,modifiedDateTime,Remarks,RequestDate,State,StatusFlag,SubmittedBy,SubmittedDateTime,TableId,TotalLeaveDays,TravellingLocation,getEmplName**,GetEntitlement**,getExpiration**,getLeaveDesc**,mostRecentComment**,requiredActionDueDate**,titleFields**" 
    DataMember="DNLLeaveRequest_Current" AutoGenerateInsertButton="True" 
    DefaultMode="Insert" UpdateOnPostBack="true" oninit="AxForm1_Init"  >
    <dynamics:AxMultiColumn ID="AxMultiColumn1" runat="server">
    
 
    
 
        <dynamics:AxColumn ID="AxColumn2" runat="server">
            <dynamics:AxGroup ID="groupLeaveRequest" runat="server" FormID="AxForm1" 
                Caption="Leave Request" CaptionAlign="Top" HorizontalAlign="Left" 
                Width="300px">
                <Fields>
                    <dynamics:AxReferenceBoundField DataField="DNLEmplRecId" 
                        DataSet="TIDLeaveRequestDS" DataSetView="DNLLeaveRequest" 
                        SortExpression="DNLEmplRecId" Mandatory="True">
                    </dynamics:AxReferenceBoundField>
                    <dynamics:AxReferenceBoundField AutoPostBack="True" 
                        DataField="DNLLeaveTypeRecId" DataSet="TIDLeaveRequestDS" 
                        DataSetView="DNLLeaveRequest" SortExpression="DNLLeaveTypeRecId" 
                        Mandatory="True">
                    </dynamics:AxReferenceBoundField>
                    <dynamics:AxBoundField AutoPostBack="True" DataField="LeaveDateFrom" 
                        DataSet="TIDLeaveRequestDS" 
                        DataSetView="DNLLeaveRequest" SortExpression="LeaveDateFrom">
                    </dynamics:AxBoundField>
                    <dynamics:AxBoundField AutoPostBack="True" DataField="LeaveDateTo" 
                        DataSet="TIDLeaveRequestDS" 
                        DataSetView="DNLLeaveRequest" SortExpression="LeaveDateTo" 
                        Mandatory="True" >
                    </dynamics:AxBoundField>
                    <dynamics:AxBoundField AutoPostBack="True" DataField="Remarks" 
                        DataSet="TIDLeaveRequestDS" DataSetView="DNLLeaveRequest" 
                        SortExpression="Remarks">
                    </dynamics:AxBoundField>
                    <dynamics:AxBoundField AutoPostBack="True" DataField="TotalLeaveDays" 
                        DataSet="TIDLeaveRequestDS" DataSetView="DNLLeaveRequest" 
                        SortExpression="TotalLeaveDays">
                    </dynamics:AxBoundField>
                    <dynamics:AxBoundField DataField="GetEntitlement**" DataSet="TIDLeaveRequestDS" 
                        DataSetView="DNLLeaveRequest" ReadOnly="True">
                    </dynamics:AxBoundField>
                </Fields>
            </dynamics:AxGroup>
        </dynamics:AxColumn>
    </dynamics:AxMultiColumn>
</dynamics:AxForm>

C# code on visual studio for EP pages

using System;
using System.Collections.Generic;
using System.Linq;
using System.Web;
using System.Web.UI;
using System.Web.UI.DataVisualization.Charting;
using System.Web.UI.WebControls;
using Microsoft.Dynamics.Framework.Portal.UI.WebControls;
using Microsoft.Dynamics.Framework.Portal.UI.WebControls.WebParts;
using Microsoft.Dynamics.AX.Framework.Portal.Data;
using Microsoft.Dynamics.AX.Framework.Services.Client;
using Microsoft.Dynamics.Framework.BusinessConnector.Session;
using Microsoft.Dynamics.Framework.BusinessConnector.Adapter;
using Microsoft.Dynamics.Framework.Portal;
using Microsoft.Dynamics.Framework.BusinessConnector.Proxy;

public partial class TIDDNLLeaveRequestEP : System.Web.UI.UserControl
{
    DateTime dateFrom;
    DateTime dateTo;
    Int64 recIdLeaveType;
   
    

    #region customMethod
    private ISession AxSession
    {
        get 
        {
            AxBaseWebPart webPart = AxBaseWebPart.GetWebpart(this);
            return webPart == null ? null : webPart.Session;
        }
    }
    static AxBoundField GetField(DataControlFieldCollection fields, string name)
    {
        foreach (DataControlField field in fields)
        {
            // Is this the field being searched for?
            AxBoundField boundField = field as AxBoundField;
            if (boundField != null && String.Compare(boundField.DataField, name, true) == 0)
            {
                return boundField;
            }

        }
        // Nothing found, so return null.
        return null;
    }

    private DataSetViewRow CurrentRow
    {
        get
        {
            try
            {
                DataSetView dataSetView;
                dataSetView = this.AxDataSource1.GetDataSet().DataSetViews["DNLLeaveRequest"];
                return (dataSetView == null) ? null : dataSetView.GetCurrent();
            }
            catch (System.Exception)
            {
                return null;
            }
        }
    }

    #endregion customMethod

    protected void AxForm1_Init(object sender, EventArgs e)
    {
        //this.loadFirst();
        this.AxForm1.DefaultMode = DetailsViewMode.Insert;
        this.AxForm1.AutoGenerateInsertButton = true;

        AxBoundField axbfNoNPK;
        axbfNoNPK = GetField(groupLeaveRequest.Fields, "DNLEmplRecId");
        axbfNoNPK.ReadOnly = true; 
    }


    protected void Page_Load(object sender, EventArgs e)
    {

    }
 
   
    protected void AxDataSource1_InitializedDataSetRun(object sender, AxDataSourceDataSetEventArgs e)
    {
        e.DataSet.Init();
    }
}

preview :
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