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Show "Notes" factbox from related record

  • 1.  Show "Notes" factbox from related record

    TOP CONTRIBUTOR
    Posted Jul 31, 2019 03:48 PM
    I had a request today to do show the notes factbox from record A--on a page that is for record B. Example: When viewing the sales order you could also see a "Notes" factbox that are notes for the Sell-To Customer record.
    We've done this before using Kine's solution from back in 2009 detailed here . Basically you put the System "Notes" factbox inside an otherwise blank factbox that has Customer as it's source table and uses SubPageLink to get the proper customer record. I know this used to work in 2009 R2. But I can't get it to work in 2016.
    Anybody have any luck making this work in any of the newer versions?

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
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    Conference-BCNAVUG_200x200


  • 2.  RE: Show "Notes" factbox from related record

    TOP CONTRIBUTOR
    Posted Aug 01, 2019 06:06 PM
    Edited by Geovanny Fuentes Aug 01, 2019 06:06 PM

    In this post he discusses how to read the notes and how to create the notes pro-grammatically. When you create a note where the data is saved in the Navision ? I have seen this question being asked several times in the community forum. The answer is the notes are saved in binary format in a blob field (Note) in the Record Link table (2000000068) and the way it maps to the record is using Record ID.

    http://www.navisionworld.com/2015/11/how-to-readwrite-notes-in-navision.html

    Good luck.



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    Geovanny Fuentes
    San Diego CA
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    Conference-BCNAVUG_200x200


  • 3.  RE: Show "Notes" factbox from related record

    TOP CONTRIBUTOR
    Posted Aug 02, 2019 09:16 AM
    Unfortunately that is not quite what I'm trying to do Geovanny. ​I am attempting to show the notes using the system factbox. But I wish to have the factbox show the notes from a different table than the current page's source table. Has anyone found a way to do this in the more recent versions?

    As a sidenote, if you're wanting to know how to handle record link notes with code, I'd also suggest this post from @Tom Hunt at ArcherPoint: https://www.archerpoint.com/blog/Posts/how-show-notes-related-table

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
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    Conference-BCNAVUG_200x200


  • 4.  RE: Show "Notes" factbox from related record

    TOP CONTRIBUTOR
    Posted Aug 01, 2019 06:46 PM
    @Greg Enns, we you get this to work, will you share your steps?​

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    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
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    Conference-BCNAVUG_200x200


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