Simple Details form pattern

This article describes the Simple Details form pattern. This pattern is used when only a simple set of fields must be presented to the user.

Usage

The Simple Details pattern is used when only a simple set of fields must be presented to the user. Examples include the display of totals and customer balances. Typically, view mode is used for the Simple Details pattern. However, in cases where the form provides editable information, the edit mode should be synced to the parent form. Four patterns are described in this document:

  • Simple Details w/Toolbar and Fields – This is the basic Simple Details pattern, in which several fields are displayed in the form. The fields can optionally appear inside Groups.
  • Simple Details w/Fast Tabs – This is the Simple Details pattern that should be used when fields are organized into FastTabs.
  • Simple Details w/Standard Tabs – This is the Simple Details pattern that should be used when fields are organized into traditional tabs.
  • Simple Details w/Panorama – This is the Simple Details pattern that should be used when information is intended to be displayed in a panorama format.

Wireframe

Wireframe

Pattern changes

There are no planned changes for the use of this pattern in the current version of Microsoft Dynamics AX.

Model

Simple Details w/Toolbar and Fields – High-level structure

  • Design

    • ActionPane (ActionPane)
    • Body (Group) – Note: A field subpattern is used.

Simple Details w/FastTabs – High-level structure

  • Design

    • ActionPane (ActionPane)
    • HeaderGroup (Group) [Optional]
    • Body (Tab, Style=FastTabs)

      • BodyTabPages (TabPage repeats 1..N)
    • FooterGroup (Group) [Optional]

Simple Details w/Standard Tabs – High-level structure

  • Design

    • ActionPane (ActionPane)
    • HeaderGroup (Group) [Optional]
    • Body (Tab, Style=Tabs)

      • BodyTabPages (TabPage repeats 1..N)
    • FooterGroup (Group) [Optional]

Simple Details w/Panorama – High-level structure

  • Design

    • ActionPane (ActionPane)
    • Body (Tab, Style=Panorama)

      • BodyTabPages (TabPage repeats 1..N)
    • FooterGroup (Group) [Optional]

Core components

  1. Apply the SimpleDetails pattern on Form.Design.
  2. Address BP Warnings:
    1. Design.Caption isn't empty.
    2. The form must be referenced by at least one menu item.
    3. TabPage.Caption isn't empty.
    4. MainMenu must not contain menu items that reference a SimpleDetails form.

Commonly used subpatterns

UX guidelines

The verification checklist shows the steps for manually verifying that the form complies with UX guidelines. This checklist doesn't include any guidelines that will be enforced automatically through the development environment. Open the form in the browser, and walk through these steps. Standard form guidelines:

Simple Details guidelines:

  • The form page should display a Form Caption that accurately describes the entity.
    • The Form Caption should be in a singular form.

Examples

Simple Details w/Toolbar and Fields

Form: AgreementLine

Simple Details w/Toolbar and Fields

Simple Details w/FastTabs

Form: PlanActivityServiceDetails

Simple Details w/FastTab

Simple Details w/Standard Tabs

Form: HcmEmploymentDateManager (Click Human Resources > Common > Workers > Workers, click General > Versions > Employment History, and then click Date Manager.)

Simple Details w/Standard Tabs

Simple Details w/Panorama

Form: PdsMRCEventTracker

Simple Details w/Panorama

Appendix

Frequently asked questions

This section will have answers to frequently asked questions that are related to this guideline/pattern.

Open issues

  • Investigate whether Simple Details forms that show a small amount of related content should have a different presentation than a full-page form.