Date effective child form in Dynamics 2012

in a form to display the date effective filter pane you have to add this snippet in the form init method:

DateEffectivenessPaneController::constructWithForm(
        this,
        MYD_ClinicianPositions_ds);

the DateEffectivenessPaneController is responsible of creating all the user interface and the interaction.

if you also have a child form which is also date effective and you want it also to be filtered based on the date effective selection on the parent form you can do this:

public class FormRun extends ObjectRun
{
    SysFormSplitter_X verticalSplitter;
    DateEffectivenessPaneController effectivenessPaneController;
}

public void init()
{
    super();
    //Initialize splitter
    verticalSplitter = new SysFormSplitter_X(VSplitter, GridContainer, element, 300);

    //initialize the DateEffectivenessPaneController
    effectivenessPaneController = DateEffectivenessPaneController::constructWithForm(this, MYD_Mentor_ds);
}

then override the executeQuery method of the subform darasource:

public void executeQuery()
{
    FromDate fromDate = dateNull();
    ToDate toDate = dateMax();
    
    TransDate showAsOfDate;
    FormCheckBoxControl showAllCheckbox;
    boolean showAll;
    
    //get the selection from the parent form date effective toolbar
    showAsOfDate = effectivenessPaneController.parmShowAsOfDate();
    showAllCheckbox =  effectivenessPaneController.parmShowAllCheckbox();
    showAll = showAllCheckbox.value();
    
    if (showAll)
        this.query().validTimeStateDateRange(fromDate, toDate);
        
    if (showAsOfDate)
        this.query().validTimeStateAsOfDate(showAsOfDate);

    super();
}

Example of Date Filter in a form DataSource using SysQuery and DateEffectivenessCheck

The following code is an example of how to build a query range based on a Form Data Source, which displays only "daily" records.

In the example the form-dataSource is named DataSourceName is a date effective table. Depending on a check box only records should be displayed, which that are valid for todays date.

While it is quite a simple task, I want to remind how much easier and more reliable the code is if we use AX built in methods: in particular those two classes:

• SysQuery
• DateEffectivenessCheck

public void applyFilter()
{
    queryBuildRange qbr;

    qbr = sysQuery::findOrCreateRange(DataSourceName_ds.queryBuildDataSource(), fieldNum(DataSourceName, recId));

    if( !ShowExpiredCheckBox.checked())
    {
        qbr.value(
               strfmt(
                    DateEffectivenessCheck::queryRange(true,false,false),
                    DataSourceName_ds.queryBuildDataSource().name(), // queryBuildDataSource name
                    fieldstr(DataSourceName, ValidFrom), // table field from date
                    fieldstr(DataSourceName, ValidTo), // table field to   date
                    DateEffectivenessHelp::queryDate() // test date (MUST use the queryDate method for correct formatting), alternatively can use also: DateTimeUtil::toStr(DirUtility::getCurrentDateTime())
                 )                                              
                     );
    }
    else
    {
        qbr.value(SysQuery::valueUnlimited());
    }
}

how much more code would you need without using those two classes!!

Effective date Form datasource filter Queryrange using check boxes to select expired active future records in Dynamics Ax

I had a requirement to create create a form where the date effective selection appears as check boxes.

I found a similar implementation in LogisticsPostalAddress, so here the code I will show you below based is on what you can see in \Forms\LogisticsPostalAddress\Data Sources\LogisticsLocation\Methods\executeQuery

1) override the click event of each checkbox like this:

public void clicked()
{
    super();

    element.setEffectiveDateFilter();
}

2) add this method

here I added some logic to check uncheck based the checkboxes to avoid invalid selections

public void setEffectiveDateFilter()
{
    if (DisplayExpired.value() && !DisplayActive.value() && DisplayFuture.value())
        DisplayActive.value(true);
    if (!DisplayExpired.value() && !DisplayActive.value() && !DisplayFuture.value())
        DisplayActive.value(true);

    MYTable_ds.executeQuery();
}

3) override the executeQuery of the datasource

public void executeQuery()
{
    //based on the template: \Forms\LogisticsPostalAddress\Data Sources\LogisticsLocation\Methods\executeQuery
    QueryBuildRange qbrValidFrom, qbrValidTo;
    RecId curRecordRecId;
    ValidFromDate validFrom = Global::dateNull();
    ValidToDate validTo = Global::dateMax();
    boolean expired;
    boolean active;
    boolean future;
    str queryRangeStr='';

    // Get the record currently selected
    curRecordRecId = MYTable_DS.cursor().RecId;

    expired = DisplayExpired.value();
    active = DisplayActive.value();
    future = DisplayFuture.value();

    qbrValidFrom = SysQuery::findOrCreateRange(this.query().dataSourceNo(1), fieldNum(MYTable,ValidFrom));
    qbrValidTo   = SysQuery::findOrCreateRange(this.query().dataSourceNo(1), fieldNum(MYTable,ValidTo));

    if (expired && !active && !future)
    {
        queryRangeStr = '(%1.%3 <= %4)';
        MYTable_ds.query().validTimeStateDateRange(Global::dateNull(), systemDateGet());
    }
    else if (!expired && active && !future)
    {
        queryRangeStr = DateEffectivenessCheck::queryRange(true,false,false);
        MYTable_ds.query().resetValidTimeStateQueryType();
    }
    else if (!expired && !active && future)
    {
        queryRangeStr = DateEffectivenessCheck::queryRange(false,false,true);
        MYTable_ds.query().validTimeStateDateRange(systemDateGet(), dateMax());
    }
    else
    {
        queryRangeStr = DateEffectivenessCheck::queryRange(true,true,true);
        validFrom = element.calcValidFrom();
        validTo = element.calcValidTo();
        //Debug::printDebug(strFmt('validFrom %1; validTo: %2', validFrom, validTo));
        MYTable_ds.query().validTimeStateDateRange(validFrom, validTo);
    }

    MYTable_ds.validTimeStateUpdate(ValidTimeStateUpdate::Correction);

    if (queryRangeStr)
        {
            qbrValidFrom.value(
                strFmt(queryRangeStr,
                    this.query().dataSourceTable(tableNum(MYTable)).name(),
                    fieldStr(MYTable,ValidFrom),
                    fieldStr(MYTable,ValidTo),
                    DateTimeUtil::toStr(DirUtility::getCurrentDateTime())
                )
            );
        }


    super();

        //focus again on the previously selected value
    MYTable_DS.findValue(fieldname2id(MYTable.TableId, 'RecID'), int642str(curRecordRecId));
}