Assist Setup, Assisted Setup, BC18, Business Central, Change Log, Cues, Data, Data Classifications, Dynamics 365, Email, Field Monitoring, Fields, Functional Tips, High-Risk, How To, Information, Monitor Field Change Setup, Notification, Office 365, Office Integration, Outlook, Role Center, Settings, Smtp, Start, Stop, Tip & Tricks

Monitor Field Change in Business Central

Field Monitoring is one of great help for superusers in Business Central. You can now configure a list of fields that contain high-risk and business-critical data that you want to be notified about when they are changed.

Changes to high-risk settings in Business Central can be tracked using the Change Log functionality. But sometime only tracking changes is not sufficient and you expect more like you should be notified of changes in fields that contain high-risk and business-critical data, such as bank account numbers, company name, and addresses.

Now setting a list of fields that contain high-risk and business-critical data is possible and you can be notified about when they are changed.

To start with this feature, Look for Assist Setup, I am using BC18 demo database for below steps.

Although it is not necessary to follow Assist Setup, you can do setup from individual pages. But this will ensure you don’t miss any steps.

Click on Next to start with setup. And follow the steps in leading wizard pages.

If you wish to use Data Classification and already have performed data classification you can enable or continue with individual fields using Monitored Fields Worksheet, in upcoming Wizard pages.

It is necessary to have the Sending and user e-mail setup is completed. Here you can select the email ids as required.

You need to add Fields for monitoring enable and click finish, or you can open the Page later and configure. This will Start the Monitoring and Notification service.

In Next step or you can open this page Monitored Fields Worksheet from Tell Me.

Add your table & fields that you wish to Monitor.

If notify is enabled you will receive the mail, else you can view in Monitored Field Log page. You can use Field Monitoring Setup Page from Action bar, or you can separately open this page from Tell Me.

You need to Start the Field Monitoring Setup, if not already done. If you have used Assist setup it will be Started, in case you are doing Manually from each Page, you will need to visit this Page, Setup your Emails and Start the Service.

Before we Start with Testing, it is strongly recommended you Log Off and Login again to Business Central. As logging starts and ends on Login & Logout of user.

Open the Customer Page and make changes to Name, as above we have setup to log Name field of Customer.

If your all setup is OK you should Receive a mail as below.

Some Pages helpful for Field Monitored Service are:

You can Monitor the Mails Status from your Role Centre Cues:

What else you can do for monitoring your data and notifications:

  • If there is a problem sending the email, you can check the detailed information on Email Outbox page.
  • You can view the mail sending record on Sent Emails page.
  • You can view the log of Field Monitoring Setup and Monitoring Fields on Monitored Field Log Entries page.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

AL, Assisted Setup, Business Central, Development Tips, Extension Package, How To, Information, Tip & Tricks, V2, Visual Studio Code

Creating Assisted Setup in AL for Business Central

Today we will see how we can add our Wizard Page to Assisted Setup.

Continuing from previous post this is the second part as both are inter related.

If you have not gone through earlier post see here how to create Wizard Page for Business Central. Creating a Wizard Page in AL for Business Central

Let’s have some overview why we need assisted setup:

What is Assisted Setup?

  • List of setup scenarios, presented in list form.
  • Uses Wizard Page with relevant options.
  • Display Status of activity, completed or incomplete.
  • Predefined set of setup scenarios. Like E-Mail Setup, Cash Flow Forecast, Approval Workflows, Connection to other entities like CRM connection etc.
  • Possible to add new custom setup scenarios.

AS-1

Today we will see how we can add our Wizard Page for Company Information Setup into this List, and how the Status is updated in this list.

So further not going into theory let’s jump to practical Approach.

To add a New Assisted Setup:

  • 2 tables are involved Assisted Setup & Aggregated Assisted Setup.
  • Need to Subscribe to Event OnRegisteredAssistedSetup and call AddExtensionAssistedSetup.
  • Wizard should update the status in the Assisted Setup table.
  • Subscribe to Event OnUpdateAssistedSetupStatus to store the updated status.
  • Alternatively can determine actual status based on data.

Steps:

Create New Codeunit on available ID and unique name.

Code will be similar to below:

AS-2

Save the file and publish your Extension.

Now you should be able to locate your Wizard as entry ‘Setup Company Information’

AS-3

Click to Run your Company Information Setup Wizard.

AS-4

Complete your Setup by entering information and Click Finish.

AS-5

If you have completed all the step and provided information, your Status should show Completed.

You may need to re-open the Assisted Setup page.

It was just to give you an idea how we can get this done.

You will require to perform other some more steps to get it functioning smooth.

Sometime later will come up with more details.

Explore the existing Setups and can get more insight on the same.

I have given you the start explore learn and reach to conclusion.

See you again with some other topic in my upcoming post. Till then keep exploring and keep learning.

AL, Assisted Setup, Business Central, Development Tips, Extension Package, How To, Information, Modern Development Tool, Tip & Tricks, V2, Wizard

Creating a Wizard Page in AL for Business Central

In today’s post we will learn to create Wizards.

First Let us understand why we use wizards.

  • We can define wizard as series of user input screens or steps.
  • You can show/hide options for each step based on previous step selection that is relevant to complete any setup process.
  • User can navigate between steps with Next and Previous buttons.
  • In Web Client it shows buttons with specific styling.
  • We define Page with type NavigatePage.
  • Plays crucial part in Assisted Setup.

Without going into much theory let’s start creating a Wizard Page.

Step: 1 –

Create a New Page of type NavigatePage.

CI-1

Create *.al file in your VSCode Project, you can use tpage snippet.

Set the Unique available ID in your database and Extension.

Give meaningful name to your file.

Set the PageType property to NavigatePage.

Set SourceTable property to the base table in my case “Company Information”

Step: 2 –

Add a Group for each Step you wish for your Setup, in my case I am using 3 Step.

Create Global variable CurrentStep of type Integer, this will help making decision on which step you are currently and act accordingly.

CI-2

On each Group, Set the Visible property with an expression:

Visible – CurrentStep = 1;

And so on.

Step: 3 –

Create a sub-group inside the steps and set the suitable Caption.

Set InstructionalText to provide guidance

Add fields to the sub-group

CI-3

And similarly to other groups.

Step: 4 –

Add three actions to facilitate navigation.

For each action, set the InFooterBar property to true.

When this is used in combination of PageType NavigatePage, it will show action as navigation buttons.

CI-4

Step: 5 –

Create 3 global variables as Boolean, say ActionBackAllowed, ActionNextAllowed, ActionFinishAllowed

On each action, set the Enabled property to the appropriate global variable.

Set the Image property of your actions:

Back : PreviousRecord

Next : NextRecord

Finish : Approve

CI-5

Step: 6 –

Create function/procedure to SetControls, TakeStep and Set starting values in the OnOpenPage trigger.

CI-6

Step: 7 –

Now we will add OnAction trigger to the navigation actions.

CI-7

Step: 8 –

Now we will create 2 global record variables for Media Repository table and for the Media Resources table.

CI-8

Step: 9 –

Now add 2 new groups above Step 1 Group.

Add field to each group.

Set source expression to the Image field of the Media Resources variables.

Set ShowCaption property to false.

CI-9

You see error for TopBannerVisible let’s define a global variable of type Boolean.

Step: 10 –

Now we will Add a function to Load the top banner images.

Call this function from OnInit trigger.

CI-10

We are done with our base design of Wizard.

Now time to deploy and Test.

For testing purpose let’s hook it to some page and see the result.

Although it is not correct place but for testing purpose let’s add to our existing page created in earlier post “Loadout List” page and test the output.

CI-11

Added new action on “Loadout List” Page, just to check the output. I will come up with Assisted Setup in our next post and hook it there.

Now we will Build and Deploy the Extension and review what we created.

CI-12

Access your Loadout Point List Page from Sales Order Line and Run the Wizard.

Let’s run the same from the Web Client.

ci-13

ci-14

I will come up with linking this Wizard Page to Assisted Setup in our next post.