Skip to main content

External documents in EP - Version 2

In my earlier post i showed how to use the Document Library template to create a page for external documents in Enterprise Portal (EP).

In this version i will show how to create a basic web page with the EP template to manage external documents. This gives the advantage of using for example the EP menus on the left hand sise of the page. This also makes it possible to have on the same page external and internal documents if that is needed in some scenarios.

We start by creating a Basic Web Page, just like any other EP page


































Give the new page a name and select the Enterprise Portal from the Document Library drop-down box.

On the page add a web part for Shared Documents

Modify the web part and display the full document toolbar

And this is the result


Here we get the best from both worlds, we can access EP menues and content and even have external documents and external documents management

Comments

Popular posts from this blog

Dynamics 365 for operations – Table extensions

Background Extensions are a new way to add functionality and custom code to the D365 system without changing the standard code. In fact, Microsoft has announced that edit standard elements like those that we have done in the past will not be possible after 2017. By using extensions, we can achieve the same result by simply extending the standard system => EXTENSIONS. To read more about the difference between overlaying and extensions follow this link https://ax.help.dynamics.com/en/wiki/customization-overlayering-and-extensions/#extensions Extending tables By using table extensions, we can create a new table that adds new fields, field groups, indexes, mappings, relations, methods, subscribe to event handlers and more. When extending tables we need to follow the naming rule as such: <TABLENAME><_Extension> the compiler understands the _Extensions suffix and knows that the table in question is extending a table from the standard system. This gives us access ...

Using the Dynamics Ax Office Add-in

Hi everyone, I have been playing around with some Ax 2012 stuff and I was testing the Office Add-in and I think it is preatty cool. In order to use the Office Add-in it has to be installed with the Ax client and some settings needs to be made in the system as well. Lets dive into how it can be done, this is how I tested this function and it can most certainly be done in different ways. First I created a small query called MyCustTableQuery Next step is to provide information about the query and expose it so we can use the query in our office application, my application of choice was Excel. In Dynamics Ax 2012 go to Organization Administration> Setup> Document Management > Document datasources Here it is possible to select a query or service, in my example I used the query. So here i added a new record of data source type Query and then I selected my newly created MyCustTableQuery . Now the query is ready to use in what ever office application we ha...