To Develop a Custom Form

To create and develop a custom form within a customization project, you can use the following approach:
  1. Plan the functionality, content, and user interface of the new form.
  2. If the custom form requires data from a new table, create the table in the database by using a database administration tool, such as SQL Server Management Studio. (See To Add a Custom Table to a Project for details.)
  3. Create a workable form template by using the New Screen wizard, as described in To Create a Custom Form Template.

    After you have created a custom form template and published the customization project, you can develop the form in the same way as you customize an existing form of MYOB Acumatica. (See Existing Form for details.) Because the code templates are added to the App_RuntimeCode folder of the MYOB Acumatica website, you can develop the code in Microsoft Visual Studio.

  4. C#: Create data access classes that contain the data field declarations required for the form controls. (See To Create a Custom Data Access Class for details.)
  5. C#: In the graph template, define BQL statements in data views to manage data fields declared in data access classes. (See To Add a New Member for details.)
  6. ASPX: If needed, add nested containers to the main containers of the form template. (See To Add a Nested Container for details.)
  7. C#: For each nested container, in the graph template, define the appropriate data views.
  8. ASPX: For each added container, specify the name of an appropriate data view in the DataMember property. (See To Set a Container Property for details.)
  9. ASPX: If required, for each added container, specify other properties. (See To Set a Container Property for details.)
  10. ASPX: Add controls for data fields to each container. (See To Add a Box for a Data Field for details.)
  11. ASPX: Specify properties for controls. (See To Set a Box Property for details.)
  12. C#: Develop business logic for the form in the graph (See Customizing Business Logic for details.)
  13. ASPX: If required, add dialog boxes, as described in To Add a Dialog Box.

We recommend that you use the Screen Editor to create the content of an ASPX page and Visual Studio to develop the business logic for a page. (See Integrating the Project Editor with Microsoft Visual Studio for details.)