How to: Add FactBoxes to Pages By Using Transformation Input

FactBoxes are containers for displaying additional data on a page. For example, on the Customer List page a user may want to see additional information about sales history of a specific customer on the same page. You can add a FactBox to the page that links to the Sales History page.

You can add FactBoxes to pages by using Page Designer or by creating additional input when you transform your forms. Whichever method you choose, each FactBox must be based on a separate page. You can create a specific page for this purpose, or use an existing page as a FactBox.

For example, the Customer List page contains a FactBox called Customer Sales History - Sell to Customer. This FactBox is based on page 9080 Sales Hist. Sell-to FactBox, which was designed to be used as a FactBox.

This topic describes how to add a FactBox to a page during form transformation.

There are two types of FactBoxes that you can choose from:

  • Page - A page that was either created specifically to be used as a FactBox or is a regular page in the application.

  • System - A predefined, generic object in the RoleTailored client. The following are the types of System FactBoxes:

    • MyNotes

    • Notes

    • Outlook

    • RecordLinks

When you run your form transformation, remember to include any FactBox forms.

The following illustration shows the FactBox - FactBoxes window with FactBoxes added to form 42, Sales Order.


Before you begin this procedure, you must do the following:

Adding FactBoxes

To add a FactBox to a page

  1. In the Transformation Forms window, select a form to which you want to add a FactBox, click Input, point to Add, and then click FactBoxes.

  2. In the FactBox - FactBoxes window, in the PartType field, select either Page or System for the type of FactBox that you want to add.

  3. If you choose Page type, then enter the page ID in the PagePartID field. The Part Name field will be filled in automatically. If you choose System type, select one of the predefined options in the SystemPartID field.


    If the ID that you specify in the PagePartID field is a form in your application, be sure to transform the form to a page. The transformed page will have the same ID as the existing form.

  4. In the SubFormLink field, specify the relationship for linking a record in the page to a record in the FactBox.

  5. (optional) If the FactBox refers to a record in a subform on the page, then specify the ID of the subform control in the ProviderID field.

  6. (optional) In the NewID field, enter the ID that you want the transformation tool to assign to the FactBox. If you do not enter a value, then the tool assigns an ID automatically. For more information, see Transforming Control and Menu IDs.

  7. Select Visible if you want the FactBox to be displayed on the page by default.

  8. Close the FactBox - FactBoxes window to save your changes.

See Also


How to: Create a FactBox to Display Customer Data