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.

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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:

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Save the file and publish your Extension.

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

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Click to Run your Company Information Setup Wizard.

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Complete your Setup by entering information and Click Finish.

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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.

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.

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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.

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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

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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.

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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

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Step: 6 –

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

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Step: 7 –

Now we will add OnAction trigger to the navigation actions.

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Step: 8 –

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

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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.

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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.

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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.

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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.

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

Let’s run the same from the Web Client.

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

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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