ForNAV Integration

The COSMO Text Module ForNAV Integration app provides a demo integration to print Text Module texts in ForNAV reports.

Note

COSMO Text Module ForNAV Integration uses the default object number range 50100 to 50149. To use this app, clone or download the DevOps Repository and, if necessary, modify the object IDs to avoid overlaps with existing custom extensions in your environment, before compiling and publishing the app.

Setup

The COSMO Text Module ForNAV Integration extends the Text Module Setup page by a new FastTab called ForNAV Report Integration, containing the following setup fields:

Field Description
Default ForNAV Font Family The default font family to use when printing Text Module texts in ForNAV Reports.
Default ForNAV Font Size The default font size to use when printing Text Module texts in ForNAV Reports.

The default ForNAV font family and size is used if no other font/size is explicitly selected in the Text Module - Rich Text Editor.

Import included ForNAV Layouts

The COSMO Text Module ForNAV Integration includes a package of purchase, sales, finance and service layouts as well as the associated template layouts. All layouts are included in the file Complete.fornavlayouts. To import the layouts, navigate to the ForNAV Reports page, select the Layout PageAction > Import Layouts and choose the Complete.fornavlayouts file. In the ForNAV Layout Import Worksheet, select the appropriate Import Action for the layouts you want to import (or choose Replace All to import all layouts) and confirm the selection by choosing Import.

Add Text Module Texts to new ForNAV Layouts

To add Text Module texts to a layout not included with COSMO Text Module ForNAV Integration, follow these steps:

  1. Check if the underlying report has already been extended to include Text Module texts. If not, extend the report by adding columns for the HTML text content and style - you can copy these from one of the included extensions of ForNAV reports.
  2. Open the layout in the ForNAV report designer and add a new DataItem section where you want the Text Module text to be printed:
    • As a Data Item Table, select the Integer table
    • Leave the Data Item Link empty
    • In the Property Grid of the new section, set the Data Item Table View to SORTING(Number) WHERE(Number=FILTER(0..500))
    • Set a Data Item Id and Data Item Variable Name (e.g. integerTMHeader)
  3. Create a new Body section inside the DataItem section and modify the following properties:
    • Set Can Grow to Yes
    • Set Can Shrink to Yes
    • Set Show Output to *Data Item Variable Name from step 2*.Number < DynamicsNavDataSet.*name of report column containing the TM text*.split('<split/>').length
      Note: Replace the *variable name* placeholders. For the names of the Text Module report columns, see the table below.
      e.g. integerTMHeader.Number < DynamicsNavDataSet.CCSTextModuleHeader.split('<split/>').length
  4. Insert a new Table element inside the Body section containing only one table cell. This table cell is where the Text Module text will be printed - position it accordingly. Modify the properties of the table cell as follows:
    • Set Text Alignment to Top Left
    • Set Multiline to Yes
    • Set Can Grow to Yes
    • Set Can Shrink to Yes
    • Set Source Expression to '<!DOCTYPE html><html ' + DynamicsNavDataSet.*name of the report column containing the TM style* + '>' + DynamicsNavDataSet.*name of report column containing the TM text*.split('<split/>')[*Data Item Variable Name from step 2*.Number] + '</html>'
      Note: Replace the *variable name* placeholders. For the names of the Text Module report columns, see the table below.
      e.g. '<!DOCTYPE html><html ' + DynamicsNavDataSet.CCSTextModuleHeaderStyle + '>' + DynamicsNavDataSet.CCSTextModuleHeader.split('<split/>')[integerTMHeader.Number] + '</html>'
  5. Optional: Repeat steps 2 to 4 for all Text Module texts you want to add to the layout (for most documents, there are header, footer and line texts).
  6. Save the layout as a custom layout on the server. Make sure your custom layout is the active layout of the ForNAV report (on page ForNAV Reports, choose the Layout action > Custom Layouts).

Done. Don't forget to include the ForNAV report in the Print Mgt. Code of the Text Module texts you want to print.

For all reports included with this app, the naming of the report columns containing the Text Module contents is done based on the following scheme:

Type Column containing the text content Column containing the style/font settings
Header Text CCSTextModuleHeader CCSTextModuleHeaderStyle
Footer Text CCSTextModuleFooter CCSTextModuleFooterStyle
Line Text CCSTextModuleLine CCSTextModuleLineStyle

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