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Updating Dynamics NAV Drilldown Forms and Other Information


This topic applies to Dynamics NAV connectors used with Jet Reports (not Jet Basics)

Overview

The default drilldown forms in Jet Reports match the relationships between tables and drilldown forms/pages for the objects in Dynamics NAV.

However, if the drilldown is not working correctly, or you have added tables or changed the default drilldown forms/pages, you need to update the Jet Reports drilldown forms.

If you have more than one data source you need to update each one.

In some cases, you might need to add a drilldown form/page and then update the corresponding table since not all tables in NAV have drilldown forms.

In NAV 2013 and higher, these changes will be reflected automatically in Jet Reports once Excel is restarted.

If versions of NAV prior to NAV 2013, after you are satisfied with all the drilldown form/table relationships in NAV, export the table definitions to a text file.

You might not be able to export all tables to text due to license restrictions.  If this is the case, please contact your Dynamics NAV Solutions Provider.

You must export all the tables that you want to change.  Every time you Update Drilldown Forms, all previous changes you have imported are deleted.  So each time you export tables in order to Update Drilldown Forms, make sure to include all the tables that need to be different than the defaults shipped with Jet Reports.

After the tables are exported, make sure that Update Drilldown Forms is selected in the Advanced Options window, select the exported text file, and click Update.  The drilldown forms will be updated on a per data source basis.

With Jet Reports, this process will also update field definition details that can be used by the Jet Browser.

In order to perform the operations described above, use the following procedure.

 


In Dynamics NAV 2013 and later

  1. Open the NAV Development Environment and select Object Designer from the Tools menu.

  2. Select the table for which you would like to update the drilldown page, and click Design.

  3. Scroll to the bottom of the list of fields so that focus is on the first line (which does not contain data)

  4. Select Properties from the View menu, and then click on the Value field for the DrillDownPageID Property.

  5. Click on the up arrow, and select the appropriate page.

  6. Close the Properties window and the Table Designer, and select Yes when asked if you would like to save.

  7. Restart Excel


In Dynamics NAV 2009R2 and earlier

  1. Open NAV and select Tools/Object Designer.

  2. Select the table for which you would like to update the drilldown form, and click Design.

  3. Scroll to the bottom of the list of fields and select the first line that does not currently contain data.

  4. Select View/Properties, then click on the Value field for the DrillDownFormID Property.

  5. Click on the up arrow, and select the appropriate form.

  6. Close the Properties window and the Table Designer, and select Yes when asked if you would like to save.

  7. With the name of the updated table still selected, select File/Export.

  8. In the Save as Type drop-down menu, select Text Format.

  9. Save the file to the directory of your choice.


In Jet Reports versions 10.0 and higher

(and NAV 2009R2 and earlier)

  1. Open Excel and click the Data Source Settings button on the Jet ribbon.

  2. Make sure that the Data Sources tab is selected at the top of the form.

  3. Now select ImportDrilldown Forms...

  4. Select Browse... and browse to the .txt file that you exported from Dynamics NAV.

  5. Select OK to import the drilldown forms.

In Jet Reports version 9.x

  1. Open Excel and select Jet > Data Source Settings.

  2. Select FileImportDrilldown Forms...

  3. Select Browse... and browse to the .txt file that you exported from NAV.

  4. Select OK to import the drilldown forms.

 
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