Copying a record

I've experienced that one of the tasks often used when manipulating data is record copying.
For various reasons, an existing record needs to be modified and saved as a new one. The
most obvious example could be when a user requires a function that allows him or her to
quickly duplicate records on any of the existing forms.
There are several ways of copying one record into another in X++. In this recipe, we will explain
the usage of table data() method, global buf2buf() function, and their differences. As an
example, we will copy one of the existing customer records into a new one. Normally, copying
a customer involves more data around the customer like customer contacts, bank accounts,
printing settings, and similar, but for demonstration purposes, we will assume that our goal is
only to copy the customer record itself without worrying about related data.

How to do it...
1. Open Accounts receivable | Customer Details, and find the customer to be copied.
In this example, we will use 1104:

image

2. Open AOT, create a new job called CustTableCopy with the following code and run it:

static void CustTableCopy(Args _args)
{
CustTable custTable1;
CustTable custTable2;
;

custTable1 = CustTable::find('1104');
ttsbegin;
custTable2.data(custTable1);
custTable2.AccountNum = '1105';
custTable2.PartyId = '';
custTable2.PartyId = DirParty::createPartyFromCommon(
custTable2).PartyId;
if (!custTable2.validateWrite())
{
throw Exception::Error;
}
custTable2.insert();
ttscommit;
}
3. Open Accounts receivable | Customer Details again, and notice that there two
identical customer records now:

image
How it works...
In this recipe, we have two variables—custTable1 for original record and custTable2 for
new one. First, we find the original record by calling find() on the CustTable table.
Next, we copy it to the new one. Here, we use the data() table member method, which
copies all data fields from one variable to another.

After that, we set a new customer account number and new address book ID (we have to clear
it before). These two fields are part of unique table indexes, and the system would issue an
error if one of them is already used.
Finally, we call insert() on the table, if validateWrite() is successful. In this way, we
have created a new customer record, which is exactly the same as the existing one apart from
the two fields.
There's more...
As we saw before, the data() method copies all table fields including system fields like
record ID, company account, created user, and so on. Most of the time, it is OK because when
the new record is saved, the system fields are overwritten with the new values. But this is not
the case when copying records between different companies.
If we were to modify the previously created job to include the changecompany() statement,
the job would not work. Company ID would still be copied from original record to the new one
and would not be changed during the insert.
To solve similar problems, Dynamics AX provides another function called buf2buf(). It is
very similar to the table's data() method with one major difference. buf2buf() copies all
data fields excluding the system ones. The code in the function is as follows:

static void buf2Buf(Common _from,Common _to)
{
DictTable dictTable = new DictTable(_from.TableId);
fieldId fieldId = dictTable.fieldNext(0);
while (fieldId && ! isSysId(fieldId))
{
_to.(fieldId) = _from.(fieldId);
fieldId = dictTable.fieldNext(fieldId);
}
}
We can clearly see that during the copying process, all the table fields are traversed, but the
system fields are excluded. We can also see that this function is slower than the internal
data(), as it checks and copies field-by-field.

Now that we have learned about this function, let's use it. Let's update a previous example
to copy customer records from one Dynamics AX company to another. Do not forget that in
practice, such copying would not make any sense as much customer related data will not be
copied, but here it will be used as a good example. Update the previous job to (replace TST
with your company):
static void CustTableCopy(Args _args)
{
CustTable custTable1;
CustTable custTable2;
;
custTable1 = CustTable::find('1104');
changecompany('TST')
{
ttsbegin;
buf2buf(custTable1, custTable2);
custTable2.AccountNum = '1105';
custTable2.PartyId = '';
custTable2.PartyId = DirParty::createPartyFromCommon(
custTable2).PartyId;
if (!custTable2.validateWrite())
{
throw Exception::Error;
}
custTable2.insert();
ttscommit;
}
}
There are only two differences here. First we change the current company before we start
creating a new record. Second, we replace data() with buf2buf(). The latter function
accepts two records as arguments—source and destination. When we run this job, a new
record will be created in another company.

1 comment:

  1. I Tried the first one it's not working find the below code.
    payslip=HRpaysliptable_ds.getFirst(true);
    while(payslip)
    {
    ttsBegin;
    payslip1=HRpaysliptable::find(payslip.hremplid);
    hispay.data(payslip1);
    //hispay.hremplid=payslip.hremplid;

    if(!hispay.validateWrite())
    {
    throw Exception::Error;
    }
    hispay.insert();
    ttsCommit;
    payslip=HRpaysliptable_ds.getNext();
    }

    ReplyDelete