Writing to Easyfile

Sometimes an EForm is used to write to an Easyfile application. When designing the EForm, there are two situations you must be aware of in Easyfile.

1. All required fields in the Easyfile Application must be filled in on the EForm for the data to be accepted into AX. If the required fields do not have a mapping established and data is submitted to Easyfile, the entries will be rejected.

2. If the data type for an Easyfile field is a lookup list, the entry on the EForm must match one of the values in the Easyfile lookup list. While the entry will be accepted and written into the database table, the entry will never be found because it does not match any of the values in the lookup table.

3. It is therefore best to create either a static list containing the values or an SQL list entry pointing to the table holding the Easyfile values. This will force the user to choose an item guaranteed to match the corresponding Easyfile value.

Check the required fields.

Go to Easyfile Administration site.

Enter the required credentials.

Click Cabinets and click the cabinet to view.

The fields that comprise the cabinet will appear.

Open

To check for a required field, click the field name. The field property page appears. On the top right is the Required checkbox.

Open

Make note of each required field and create an EForm mapping for each one. Make the EForm question a required field so data must be entered in both the EForm and Easyfile.

User-Defined Lists

Open the Easyfile cabinet field list. Click on each field that would usually hold a pointer to a lookup table, such as Document Type, Account Type. On the left side of the Property Page is the List Field Checkbox. If that is checked, go to the bottom of the page to see the values that will appear in the lookup.

Either create a drop-down question in EForms and use the choices shown in Easyfile or create a single input question in EForms and create an SQL list in EForms dbLookups to pull the entries directly.